DTAA Planning
Apply Double Taxation Avoidance Agreements across India and partner jurisdictions, including tax residency certificates, foreign tax credits, relief claims, and treaty-aware income structuring.
Navigate cross-border taxes with confidence through India-focused advisory for NRIs, OCIs, HNIs, founders, corporates, and family offices. iVentures Wealth helps coordinate DTAA, FEMA, LRS, TDS, GIFT City, capital gains, and inheritance considerations so your global wealth remains tax-aware, compliant, and aligned with Indian regulatory expectations.
Specialized tax advisory for cross-border wealth, investments, residency, reporting, and compliance across India and global jurisdictions.
Apply Double Taxation Avoidance Agreements across India and partner jurisdictions, including tax residency certificates, foreign tax credits, relief claims, and treaty-aware income structuring.
Structure inbound and outbound investments for NRIs, OCIs, and resident Indians under FEMA rules, including LRS use, remittance planning, and documentation coordination.
Plan TDS on NRO, NRE, FCNR, property sale, and mutual fund income, with Form 15CA and 15CB compliance support where applicable.
Evaluate IFSC-domiciled investment structures for USD-denominated exposure, tax-efficient global investing, and NRI portfolio reporting aligned with Indian regulations.
Optimize LTCG, STCG, indexation, 54EC, and 54F decisions across property, securities, and portfolio transitions while integrating investment and estate objectives.
Coordinate cross-border estate and inheritance planning for families with Indian and overseas assets, including succession, probate, gift, and foreign tax exposure.
We begin by reviewing your tax residency, citizenship status, family structure, Indian and overseas assets, income sources, and reporting obligations across jurisdictions such as the US, UK, UAE, Singapore, Canada, and Australia.
Helping global families simplify cross-border tax decisions with structured, research-led, fiduciary guidance.
"The investing decisions I made along with iVentures Private Wealth team, have yielded great results so far! Brilliant team led by Nirmal Bansal who helped me make the right choices. Their Head of Research Krishna Makhariya CFA guided me on how to 10X my holdings with Stock SIP and took..."
"Extremely reliable, very strong team and eager to support on new and old portfolios at all times"
"The global investing strategy recommended by iVentures has been exceptional. Diversifying my portfolio across international markets has not only reduced risk but also provided excellent returns. Their expertise in global markets is truly impressive."
"Best service at such a reasonable brokerage charge..Have been a great experience with respect to advisory as well as trading with Iventures till date."
"Quick response times and efficient execution. When market opportunities arise, they act fast to capitalize on them. Never had to wait long for important portfolio adjustments"
"iVentures' transparency and expertise gave me the confidence I needed to make informed investment decisions."
"The investing decisions I made along with iVentures Private Wealth team, have yielded great results so far! Brilliant team led by Nirmal Bansal who helped me make the right choices. Their Head of Research Krishna Makhariya CFA guided me on how to 10X my holdings with Stock SIP and took..."
"Extremely reliable, very strong team and eager to support on new and old portfolios at all times"
"The global investing strategy recommended by iVentures has been exceptional. Diversifying my portfolio across international markets has not only reduced risk but also provided excellent returns. Their expertise in global markets is truly impressive."
"Best service at such a reasonable brokerage charge..Have been a great experience with respect to advisory as well as trading with Iventures till date."
"Quick response times and efficient execution. When market opportunities arise, they act fast to capitalize on them. Never had to wait long for important portfolio adjustments"
"iVentures' transparency and expertise gave me the confidence I needed to make informed investment decisions."
"The investing decisions I made along with iVentures Private Wealth team, have yielded great results so far! Brilliant team led by Nirmal Bansal who helped me make the right choices. Their Head of Research Krishna Makhariya CFA guided me on how to 10X my holdings with Stock SIP and took..."
"Extremely reliable, very strong team and eager to support on new and old portfolios at all times"
"The global investing strategy recommended by iVentures has been exceptional. Diversifying my portfolio across international markets has not only reduced risk but also provided excellent returns. Their expertise in global markets is truly impressive."
"Best service at such a reasonable brokerage charge..Have been a great experience with respect to advisory as well as trading with Iventures till date."
"Quick response times and efficient execution. When market opportunities arise, they act fast to capitalize on them. Never had to wait long for important portfolio adjustments"
"iVentures' transparency and expertise gave me the confidence I needed to make informed investment decisions."
Specialized international tax advisory backed by fiduciary wealth management experience.
A regulated advisory framework supports transparent, conflict-free guidance for India-linked global wealth.
Since 2005, the firm has advised affluent Indian families through changing market and tax cycles.
Specialized support for NRIs, OCIs, founders, and families with India plus global jurisdiction exposure.
Tax, investment, estate, and family office planning are coordinated under one fiduciary advisory view.
Experienced leaders guiding complex cross-border wealth decisions.
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.
An international tax consultant advises individuals, families, and businesses on tax matters involving more than one country. This includes residency rules, DTAA treaty benefits, foreign tax credits, cross-border income, inheritance exposure, investment structuring, and reporting obligations. In an India-linked context, consultants also evaluate FEMA, LRS, TDS, Form 15CA/15CB, and NRI-specific compliance requirements.
Speak with our advisors about your India-linked global tax questions.
Regulated investment advisory registration in India.
Research leadership backed by CFA credentials.
Recognized business credibility and market presence.
Share your residency, asset, and investment details, and our advisors will help identify the right next steps for India-linked cross-border tax planning.
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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