Investment Advisory
Open-architecture, fee-only portfolio advisory covering strategic allocation across equity, debt, real estate, alternatives, and global assets, with periodic rebalancing and tax-aware portfolio design.
Build, preserve, and diversify wealth with iVentures Wealth’s fee-only portfolio management services in Bangalore. Designed for HNIs, UHNIs, founders, CXOs, NRIs, and families, our SEBI-registered advisory approach combines open-architecture product selection, tax-aware allocation, and consolidated reporting—especially relevant in Bangalore’s dynamic startup, technology, and real estate wealth ecosystem where liquidity events and concentrated holdings need disciplined planning.
Research-led portfolio solutions across asset classes, risk profiles, life goals, and cross-border wealth needs.
Open-architecture, fee-only portfolio advisory covering strategic allocation across equity, debt, real estate, alternatives, and global assets, with periodic rebalancing and tax-aware portfolio design.
Dedicated wealth management for HNIs and UHNIs, including goal-based planning, family office services, concentrated holding diversification, private market access, and consolidated reporting.
Due diligence-led guidance across Category I, II, and III AIFs, including private credit, fund-house evaluation, vintage comparison, capital-call planning, and ongoing performance reporting.
Specialised fixed-income advisory across G-Secs, SDLs, 54EC bonds, tax-free bonds, SGBs, corporate bonds, and NCDs, aligned to cash-flow needs and tax treatment.
Disciplined debt-mutual-fund advisory across liquid, overnight, short-duration, banking and PSU, gilt, dynamic bond, and FMP categories with credit and duration analysis.
Curated access to US, European, and Asian markets through ETFs, hedge funds, and compliant structures for NRIs, OCIs, and globally diversified Indian investors.
Your portfolio should reflect more than market views—it should reflect your goals, cash flows, tax position, and risk capacity. iVentures Wealth brings Bangalore investors a SEBI-registered, research-led advisory model that evaluates equities, debt, real estate, alternatives, and global exposure together. For technology professionals, founders, and family offices, we help convert fragmented holdings into a disciplined, transparent, long-term investment strategy.
See how disciplined advisory, consolidated reporting, and tax-aware allocation support long-term wealth decisions.
A fiduciary advisory partner for serious investors seeking clarity, discipline, and long-term alignment.
RIA registration supports transparent, regulated advice for Bangalore investors evaluating serious wealth mandates.
No commissions or product trails, so recommendations remain aligned with your portfolio objectives.
CFA-led research helps assess allocation, manager selection, and risk across market cycles.
Experienced with CXOs and founders navigating ESOP liquidity in Bangalore’s tech ecosystem.
Experienced leaders guiding portfolios with research and discipline.
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.
Portfolio management services help design, monitor, and rebalance an investment portfolio around your objectives, time horizon, liquidity needs, tax position, and risk tolerance. At iVentures Wealth, this includes asset allocation across equities, debt, real estate, alternatives, and global exposure, along with manager selection, consolidated reporting, tax-aware reviews, and disciplined adjustments as markets or personal goals change.
Speak with our advisory team about your investment goals.
Regulated investment advisory registration for client protection.
Research leadership backed by globally respected credentials.
Recognized association with National Stock Exchange.
Share your goals, current holdings, and investment concerns. 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.
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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