CXO Wealth
Tailored wealth management for senior professionals and CXOs, covering ESOPs, RSUs, salary structuring, bonus deployment, insurance, and long-term wealth creation across a high-earning career arc.
Executives, CXOs, and founders face complex wealth decisions across ESOPs, RSUs, bonuses, tax exposure, retirement goals, and concentrated stock positions. iVentures Wealth provides SEBI-registered, fee-only financial planning and advisory designed to align executive compensation, investment strategy, risk protection, and long-term legacy planning with your career stage and family priorities.
Integrated executive planning across compensation, investments, tax, retirement, protection, and legacy needs.
Tailored wealth management for senior professionals and CXOs, covering ESOPs, RSUs, salary structuring, bonus deployment, insurance, and long-term wealth creation across a high-earning career arc.
Open-architecture, fee-only investment advisory across equity, debt, real estate, alternatives, and global assets, with portfolio construction aligned to executive goals and risk tolerance.
Tax-aware planning for capital gains, DTAA, FEMA, LRS, GIFT City structures, and cross-border income, coordinated with professional counsel where executive complexity requires it.
Strategies for executives targeting financial independence, early retirement, or post-corporate lifestyle funding through corpus sizing, glide paths, SWPs, and passive income planning.
Structured planning for wills, trusts, lifetime gifting, cross-border inheritance, and family wealth transfer to reduce dispute risk and protect long-term executive legacies.
Long-horizon net-worth growth through disciplined wealth creation, multiplication, and diversification across asset classes, geographies, and regulated investment opportunities.
We begin by mapping your salary, bonus cycle, ESOPs, RSUs, liabilities, insurance, family goals, and existing investments. This establishes a clear financial baseline before recommending any portfolio or tax strategy.
Trusted by affluent families, CEOs, CXOs, founders, UHNIs, and corporates across India.
"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 iVentures app has revolutionized how I manage my investments. The user experience is outstanding, and the real-time portfolio tracking gives me complete visibility into my wealth. The team's responsiveness and expertise make all the difference."
"Working with iVentures has been transformative for my financial journey. Their personalized approach and deep understanding of wealth management helped me achieve my goal of 10X net worth growth. The CFA team's expertise is unmatched."
"iVentures brought simplicity and clarity to my investments."
"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."
"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 iVentures app has revolutionized how I manage my investments. The user experience is outstanding, and the real-time portfolio tracking gives me complete visibility into my wealth. The team's responsiveness and expertise make all the difference."
"Working with iVentures has been transformative for my financial journey. Their personalized approach and deep understanding of wealth management helped me achieve my goal of 10X net worth growth. The CFA team's expertise is unmatched."
"iVentures brought simplicity and clarity to my investments."
"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."
"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 iVentures app has revolutionized how I manage my investments. The user experience is outstanding, and the real-time portfolio tracking gives me complete visibility into my wealth. The team's responsiveness and expertise make all the difference."
"Working with iVentures has been transformative for my financial journey. Their personalized approach and deep understanding of wealth management helped me achieve my goal of 10X net worth growth. The CFA team's expertise is unmatched."
"iVentures brought simplicity and clarity to my investments."
"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."
iVentures Wealth combines fiduciary discipline, deep research, and executive-specific planning expertise.
SEBI-registered RIA structure supports transparent, regulated, client-first executive financial advice.
No commissions, kickbacks, or trail income influencing investment recommendations.
CFA-led research supports portfolio construction, manager selection, and market analysis.
20+ years guiding CEOs, CXOs, founders, UHNIs, and affluent families.
Experienced fiduciary advisors for executive 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.
Investment advisory is professional guidance on how to allocate, manage, and review your investments based on your goals, risk tolerance, time horizon, taxes, and liquidity needs. At iVentures Wealth, advisory is delivered through a SEBI-registered, fee-only RIA model, meaning recommendations are not driven by product commissions, trail income, or a restricted product shelf.
Speak with our team for clear, fee-only guidance.
Regulated fee-only investment advisory oversight.
Research leadership backed by global standards.
Recognized for trusted wealth advisory leadership.
Share your goals, compensation structure, and planning priorities. Our team will help you understand the right advisory mandate and next steps.
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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