Investment Advisory
Fee-only, open-architecture advisory across equity, debt, real estate, alternatives, and global assets, with portfolio construction aligned to goals, taxation, risk tolerance, and long-term wealth objectives.
Build a disciplined, tax-aware portfolio with iVentures Wealth's Portfolio Management Services in Chennai. Designed for HNIs, founders, CXOs, NRIs, and families, our SEBI-registered advisory approach combines research-led asset allocation, open-architecture product selection, and consolidated reporting—helping Chennai investors navigate equity cycles, fixed-income opportunities, alternatives, and global diversification with clarity and confidence through market volatility and life transitions.
Comprehensive portfolio advisory spanning allocation, alternatives, fixed income, reporting, and tax-aware wealth decisions for affluent Chennai investors.
Fee-only, open-architecture advisory across equity, debt, real estate, alternatives, and global assets, with portfolio construction aligned to goals, taxation, risk tolerance, and long-term wealth objectives.
Dedicated HNI and UHNI wealth management for affluent families, CEOs, founders, and family offices, covering allocation, reporting, succession priorities, tax-aware strategy, and institutional-quality investment access.
Unified family balance sheet creation across brokers, demat accounts, mutual funds, PMS providers, AIFs, insurance, real estate, and overseas holdings to identify duplication and concentration risk.
Research-led advisory across Category I, II, III, and private credit AIFs, including fund diligence, vintage comparison, fee review, capital-call planning, and benchmarked performance monitoring.
Specialized fixed-income guidance across G-Secs, SDLs, 54EC bonds, tax-free bonds, SGBs, corporate bonds, and NCDs with duration, yield, credit, and tax evaluation.
Portfolio-level tax planning across LTCG, STCG, indexation, DTAA, FEMA, LRS, GIFT City structures, and cross-border reporting for residents, NRIs, OCIs, and global families.
We begin by mapping your complete financial picture across custodians, entities, accounts, asset classes, liabilities, and family members. For Chennai-based families and founders, this often includes concentrated business wealth, real estate exposure, and multi-city investments.
See how disciplined advisory helps families simplify wealth, reduce conflicts, and pursue long-term financial goals.
"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."
A fiduciary, research-led advisory partner for serious long-term wealth decisions.
Operate as a SEBI Registered Investment Adviser with transparent, regulation-led fiduciary standards.
No commissions or product trails, giving Chennai investors conflict-free portfolio recommendations.
CFA-led research supports allocation, manager selection, macro views, and risk monitoring.
20+ years, ₹1146+ Cr AUM, and advisory experience across India including Chennai clients.
Experienced leaders guiding complex 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.
Portfolio management services in Chennai help investors organize, allocate, monitor, and rebalance wealth across asset classes such as equity, debt, real estate, alternatives, gold, and global investments. iVentures Wealth provides this through a SEBI-registered, fee-only advisory model focused on goal-based allocation, tax-aware decisions, research-led product selection, and consolidated reporting rather than commission-driven product distribution.
Speak with our advisory team about your goals and current holdings.
Regulated fiduciary investment advice under SEBI framework.
Global investment credential held by research leadership.
Market and depository ecosystem credentials.
Share your goals, current holdings, and advisory needs. The iVentures Wealth team will help you understand the next steps for a structured portfolio review.
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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