Investment Advisory
Open-architecture, fee-only advisory across equity, debt, real estate, alternatives, and global assets, with portfolios built around retirement, FIRE, education, property, business exits, and tax-aware rebalancing.
Plan every major milestone with advice that connects your investments to real-life goals. iVentures Wealth helps Mumbai professionals, founders, HNIs, and families build tax-aware, diversified portfolios for retirement, child education, passive income, property purchases, and legacy planning—especially valuable in a city where income, real estate, and liquidity decisions move quickly.
Structured advisory for every major wealth goal, from retirement and education to income, diversification, and legacy planning.
Open-architecture, fee-only advisory across equity, debt, real estate, alternatives, and global assets, with portfolios built around retirement, FIRE, education, property, business exits, and tax-aware rebalancing.
Personalized wealth management for HNIs and UHNIs, combining goal-based planning, AIF and PMS access, family office coordination, reporting infrastructure, succession planning, and cross-border advisory where needed.
Education, marriage, and future-goals corpus planning with inflation projections, destination-specific funding needs, tax-efficient instruments, insurance gap coverage, and financial literacy support for children nearing adulthood.
Early retirement planning that calculates your FIRE number, defines lean, regular, or fat FIRE targets, designs accumulation strategies, and creates withdrawal plans for long-term lifestyle funding.
Long-horizon wealth creation and multiplication strategies using multi-asset, multi-geography portfolios to reduce concentration risk while tracking progress against inflation-adjusted personal and family goals.
Tax-aware planning across LTCG, STCG, indexation, 54EC, DTAA, FEMA, LRS, GIFT City structures, and cross-border compliance for residents, NRIs, OCIs, and families.
We begin by mapping your life goals, income streams, liabilities, family responsibilities, and existing assets. For Mumbai clients, this often includes property exposure, ESOPs, business income, and future liquidity needs.
See how disciplined planning helps families align wealth decisions with long-term priorities.
A fiduciary-first advisory partner for families who want structured, transparent financial planning.
Strategies account for property-heavy portfolios, founder wealth, and liquidity realities common across Mumbai families.
SEBI-registered advice with transparent fees and no product commissions, trails, or placement kickbacks.
CFA-led research supports disciplined asset allocation, manager selection, risk review, and periodic rebalancing.
20+ years, ₹1146+ Cr AUM, and 150+ affluent relationships across India.
Experienced leaders guiding research, compliance, and client strategy.
Founder & Director
Nirmal A Bansal is the Founder and Director of iVentures Wealth, bringing over two decades of experience in wealth advisory and capital markets. He established iVentures Wealth in 2005 with a vision to provide true fiduciary services to affluent investors across India. An alumnus of UCLA Anderson School of Management and a former Merrill Lynch professional, Nirmal has deep expertise in family office advisory and institutional investing. Under his leadership, iVentures has grown to manage over ₹1200+ Cr in assets, serving 150+ affluent families, UHNIs, CEOs, and corporates. Nirmal is committed to building lasting financial legacies through personalized strategies, transparent advice, and unwavering client partnerships that transcend market cycles.
Head of Research, Executive Director
Krishna Makhariya serves as Head of Research and Executive Director at iVentures Wealth, where he drives the firm's investment research strategy and portfolio construction. A CFA charterholder, Krishna brings extensive expertise in equity research, macro analysis, and building data-driven investment strategies for high-net-worth clients. His rigorous, research-first approach ensures that every investment decision is grounded in thorough analysis and aligned with each client's financial objectives. As a key member of iVentures' award-winning leadership team, Krishna plays a pivotal role in maintaining the firm's strong track record and its reputation as a SEBI-registered, research-driven advisory firm serving UHNIs, family offices, and corporates across India.
Executive Director
Rishi Kapur is an Executive Director at iVentures Wealth, specializing in client relationship management and investment execution for ultra-high-net-worth individuals and families. With a strong background in financial markets, wealth structuring, and personalized advisory, Rishi is dedicated to delivering tailored solutions that align with each client's unique goals and risk profile. He plays a central role in ensuring that iVentures' clients receive consistent, high-quality guidance across all aspects of their financial journey. Rishi's commitment to building meaningful, long-term partnerships reflects the firm's core philosophy of treating wealth management as a relationship rather than a transaction, earning the trust of CEOs, CXOs, founders, and affluent families across India.
Executive Director, Compliance Officer
Nitin Jindal serves as Executive Director and Compliance Officer at iVentures Wealth, bringing deep expertise in portfolio management, client solutions, and regulatory compliance. As a core member of the firm's leadership team, Nitin is instrumental in building and strengthening iVentures' advisory and execution capabilities. He ensures that all client strategies are implemented with precision while maintaining the highest standards of regulatory adherence as a SEBI-registered investment advisory firm. Nitin's dual focus on portfolio excellence and compliance reflects iVentures' commitment to transparent, conflict-free wealth management. His work directly supports the firm's mission to provide trustworthy, fiduciary-grade services to UHNIs, corporates, and family offices across India.
Goal-based financial planning links each investment decision to a specific life objective, such as retirement, child education, buying property, passive income, or wealth transfer. Instead of chasing random returns, your portfolio is structured by time horizon, risk tolerance, tax impact, cash-flow needs, and probability of achieving each goal.
Speak with our advisory team for clear, fiduciary guidance.
Regulated investment adviser with fiduciary obligations.
Research leadership backed by global investment standards.
Recognized for wealth advisory leadership in 2022.
Share your priorities, timelines, and current portfolio details. Our team will help you understand the next steps for a structured, tax-aware financial planning mandate.
For immediate assistance, feel free to give us a direct call at +91 99999 85113. You can also send us a quick email at wealth@iventures.in.
For immediate assistance, feel free to give us a direct call at +91 99999 85113. You can also send us a quick email at wealth@iventures.in.
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The securities quoted, if any, are for illustration only and are not recommendatory. Registration granted by SEBI (INA000019026), BSE IA Enlistment (2148) and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to Investors/ Clients.
This document is intended to serve only as a general source and shall not be construed as a form of recommendation.
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