Google Icon

Expert NRI Wealth Management Services

Manage India and global wealth with structured, compliant guidance built for NRIs and OCIs. iVentures Wealth helps you coordinate investments, taxation, currency exposure, estate planning, and family reporting across jurisdictions, so your portfolio supports long-term goals without unnecessary complexity, conflicts, or fragmented advice.

NRI family reviewing wealth portfolio with advisor

Our NRI Wealth Management Services

Integrated advisory for NRI portfolios, cross-border compliance, India investments, and long-term family wealth planning.

India Investments

Invest in Indian equities, mutual funds, real estate, and regulated products through NRI-compliant structures designed for seamless access, reporting, and portfolio integration.

Global Investing

Diversify beyond India with curated access to US, European, and Asian markets through ETFs, hedge funds, and dollar-denominated investment opportunities.

Currency Management

Manage currency risk using GIFT City registered funds and USD-denominated structures that help benchmark Indian investments against global wealth goals.

Tax Optimization

Coordinate DTAA, FEMA, TDS, LRS, GIFT City, and cross-border tax considerations across India and key jurisdictions including the US, UK, UAE, and Singapore.

Estate Planning

Plan wills, trusts, lifetime gifting, and cross-border inheritance structures to reduce probate friction and transfer wealth smoothly across generations.

Investment Advisory

Receive open-architecture, fee-only investment advice across equity, debt, real estate, alternatives, global assets, PMS, AIFs, ETFs, and private markets.

Advisor mapping NRI investment strategy

Our NRI Advisory Process

Understand Residency, Goals, And Assets

We begin by mapping your residency status, family goals, investible surplus, current India and overseas holdings, bank accounts, demat structures, insurance, real estate, and jurisdiction exposure to establish a complete advisory baseline.

Build A Unified Wealth Picture

Design Cross-Border Investment Strategy

Implement With Fee-Only Discipline

Review, Report, And Rebalance

Trusted By Families

Client Success Stories

See how structured, fiduciary advice helps affluent families manage wealth across generations.

"The investing decisions I made along with iVentures Private Wealth team, have yielded great results so far! Brilliant team led by Nirmal Bansal."

Utkarsh Batra
Utkarsh Batra
The iVentures Difference

Why Choose iVentures Wealth?

A fiduciary wealth partner for NRIs, OCIs, UHNIs, founders, and family offices.

SEBI Registered

Registered Investment Adviser since 2010, with client protection and regulated advisory standards.

Fee-Only

No commissions, kickbacks, or trail income influence your NRI portfolio recommendations.

20+ Years

Established in 2005, the firm brings deep experience across market cycles and client generations.

Research-Led

CFA-led investment research supports portfolio construction, manager selection, and ongoing allocation decisions.

Meet The Advisory Team

Experienced leaders guiding complex NRI wealth decisions.

Portrait of Nirmal A Bansal, Founder and Director of iVentures Wealth

Nirmal A Bansal

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.

Portrait of Krishna Makhariya, Head of Research and Executive Director at iVentures Wealth

Krishna Makhariya

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.

Portrait of Rishi Kapur, Executive Director at iVentures Wealth

Rishi Kapur

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.

Portrait of Nitin Jindal, Executive Director and Compliance Officer at iVentures Wealth

Nitin Jindal

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.

Frequently Asked Questions

Which investment is best for NRI?

The best investment for an NRI depends on goals, residency, currency needs, risk tolerance, and tax status, but a balanced strategy usually combines India equities or mutual funds, global ETFs, high-quality debt, GIFT City structures, and real estate or REIT exposure. A SEBI-registered adviser can help select products that remain FEMA-compliant and tax-efficient across jurisdictions.

Can NRIs invest in Indian mutual funds and equities?

How does iVentures Wealth manage cross-border tax concerns?

What makes fee-only NRI wealth advice different?

Do NRIs need estate planning for assets in India?

Can iVentures Wealth help consolidate scattered NRI assets?

Are GIFT City structures useful for NRIs?

How often should an NRI portfolio be reviewed?

Have More NRI Wealth Questions?

Speak with a fiduciary adviser for clear, compliant guidance.

Certified & Trusted

Awards and Recognition

SEBI Registered Investment Adviser certification logo

SEBI Registered RIA

Regulated investment advisory under SEBI standards.

CFA Charterholder certification logo

CFA Charterholder

Research leadership backed by global investment credentials.

Preferred Wealth Partners 2022 recognition logo

Preferred Wealth Partners

Recognized wealth partner by Haryana leadership.

Build Your NRI Wealth Strategy With Confidence

Share your residency, asset, and family wealth priorities. The iVentures Wealth team will help you understand the next steps for compliant, fee-only advisory.

Contact Us Today

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.

Disclaimer

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.

Registration & Office Details

SEBI Registration Number: INA000019026
BSE IA Enlistment No.: 2148
Registered Office Address: 17, First Floor Hemkunt Colony, Greater Kailash, New Delhi
Correspondence Address: 12A & 12B, GROUND FLOOR, VIPUL AGORA, MG ROAD, GURUGRAM, 122002

Principal Officer

Name: KRISHNA MAKHARIYA
Contact No: +91 99999 85119 +91 99999 85113 +91 124 463 4433

Compliance & Grievance Officer

Name: NITIN JINDAL
Contact No: 9818515141

External Grievance Redressal

SCORES Portal: If you are not satisfied with the resolution provided, you can lodge your complaint online at https://scores.sebi.gov.in
ODR Portal: You can access ODR Portal at https://smartodr.in/

I VENTURES CAPITAL PRIVATE LIMITED (CIN: U74900DL2009PTC188312) : SEBI Reg. No. - NSE Cash: INB231356735 | NSE F&O: INF231356735 | NSE Currency Derivative: INE231356735 | MCX-SX: INE261356735

SEBI Reg. No. - BSE Cash: INB011356731 | BSE F&O: INF011356731 | IN-DP-221-2016 DP ID-12067500

© 2026 I VENTURES CAPITAL PRIVATE LIMITED. All rights reserved. Wealth services offered under the brand iVentures Wealth.