Fee-Only Advisory
Work with a SEBI-registered RIA model where clients pay transparent advisory fees directly, with no commissions, kickbacks, trail income, or restricted product shelf influencing recommendations.
For Bangalore’s founders, CXOs, HNIs, and globally mobile families, choosing a SEBI-registered advisor means seeking fiduciary guidance, transparent fees, and research-led portfolio decisions. iVentures Wealth brings 20+ years of wealth advisory experience, ₹1146+ Cr AUM, and fee-only investment counsel designed for long-term goals, tax efficiency, and confident decision-making.
Transparent, research-driven advisory across portfolios, alternatives, tax, and family wealth planning.
Work with a SEBI-registered RIA model where clients pay transparent advisory fees directly, with no commissions, kickbacks, trail income, or restricted product shelf influencing recommendations.
Build goal-aligned portfolios across equity, debt, real estate, alternatives, and global assets, supported by strategic allocation, manager selection, rebalancing, and consolidated reporting.
Dedicated wealth management for HNIs, UHNIs, NRIs, founders, CXOs, and family offices requiring personalized strategies, estate coordination, private-market access, and long-term legacy planning.
Evaluate Category I, II, III, and private-credit AIFs with fund-house due diligence, fee analysis, vintage comparison, capital-call planning, and benchmarked performance reporting.
Plan ESOP liquidity, pre-IPO exposure, post-exit diversification, tax coordination, and reinvestment strategy for startup founders and entrepreneurs managing concentrated wealth.
Coordinate DTAA, FEMA, LRS, GIFT City, capital gains, TDS, and cross-border tax considerations for residents, NRIs, OCIs, corporates, and globally exposed families.
iVentures Wealth helps Bangalore investors navigate complex financial choices with SEBI-registered, conflict-free advisory. From Koramangala startup founders evaluating ESOP liquidity to senior professionals planning FIRE, every recommendation is built around goals, risk tolerance, tax efficiency, and regulated investment access—without product commissions or bank-style distribution bias.
Supporting affluent families, founders, CXOs, and corporates with disciplined, long-term wealth strategies.
"The investing decisions I made along with iVentures Private Wealth team, have yielded great results so far! Brilliant team led by Nirmal Bansal."
A fiduciary advisory partner built for complex portfolios and long-term relationships.
Registered Investment Adviser INA000019026 with compliance-first processes and transparent client disclosures.
No commissions, kickbacks, or trail income—recommendations stay aligned with your interests.
Serving affluent Indian families since 2005 through changing markets, regulations, and wealth cycles.
Experienced with founders, CXOs, NRIs, and tech professionals managing concentrated equity wealth.
Experienced leadership 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.
A SEBI registered investment advisor is an adviser licensed under India’s Investment Advisers Regulations to provide investment advice in a regulated fiduciary framework. The advisor must follow disclosure, suitability, qualification, compliance, and audit requirements. iVentures Wealth operates as a SEBI Registered Investment Adviser, INA000019026, providing structured advice across regulated products and client-specific financial goals.
Talk to our team about your portfolio, goals, and eligibility.
Regulated fiduciary advisory under SEBI framework.
Research leadership with globally recognized investment credential.
Recognized for wealth advisory leadership in 2022.
Share your goals, portfolio complexity, and preferred consultation mode. The iVentures Wealth team will help you understand the right advisory mandate, documentation, fee structure, 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.
This material is confidential and intended solely for the personal use of the recipient. Any reproduction, distribution, or dissemination without prior written authorization from I VENTURES CAPITAL PRIVATE LIMITED is strictly prohibited. The information contained herein is for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any financial products. It is not intended to serve as the basis for any investment decision or to substitute for professional advice. We recommend consulting with a SEBI-registered investment advisor before making any financial decisions. While every effort has been made to ensure that the information provided is accurate and up to date, I VENTURES CAPITAL PRIVATE LIMITED makes no representations or warranties, express or implied, as to the completeness, accuracy, or reliability of the content. The firm assumes no liability for any direct or indirect loss or damage arising from reliance on this information. All investments carry inherent risks, including but not limited to market risk, credit risk, interest rate risk, concentration risk, and liquidity risk. Investment products are subject to price fluctuations and may result in gains or losses. Diversification does not ensure a profit or protect against loss in declining markets. Investors should assess their risk appetite, investment horizon, and financial goals before making any investment. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, enlistment as IA with Exchange and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Securities mentioned here are for Illustrations only and are not recommendatory. Past performance is not indicative of future results as well.
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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