Investment Advisory
Open-architecture, fee-only portfolio advisory covering asset allocation, manager selection, rebalancing, tax-aware planning, and consolidated reporting for investors seeking disciplined long-term portfolio management.
Build a smarter, more resilient investment strategy with Portfolio Management Services In Jaipur from iVentures Wealth. We help HNIs, professionals, founders, and families align portfolios with goals, risk, and tax efficiency. For Jaipur investors balancing traditional assets with modern opportunities, our fee-only, SEBI-registered approach brings disciplined advice, transparent reporting, and long-term wealth planning.
Explore tailored portfolio solutions spanning advisory, diversification, income planning, and consolidated wealth oversight.
Open-architecture, fee-only portfolio advisory covering asset allocation, manager selection, rebalancing, tax-aware planning, and consolidated reporting for investors seeking disciplined long-term portfolio management.
Long-term portfolio strategies focused on wealth creation, multiplication, and diversification across equity, debt, alternatives, gold, real estate, and global exposures aligned to net-worth goals.
Bring scattered holdings across brokers, mutual funds, demat accounts, insurance, and family entities into one unified portfolio view with clearer diversification analysis and rebalancing direction.
Strengthen portfolio stability with curated fixed-income allocations across government securities, tax-free bonds, corporate bonds, and sovereign gold bonds matched to cash-flow needs.
Access researched alternative investment opportunities across Category I, II, III, and private credit AIFs with due diligence, lot sizing, and ongoing performance oversight.
Design portfolios for regular cash flow using SWPs, dividend strategies, REITs, bond ladders, and yield-focused allocations without compromising overall portfolio discipline.
Effective portfolio management goes beyond picking products. iVentures Wealth builds portfolios around your goals, liquidity needs, tax position, and risk tolerance, then monitors them with disciplined rebalancing and research-led oversight. For Jaipur investors navigating inflation, changing rate cycles, and growing access to national and global markets, this creates a clearer path to long-term wealth preservation and growth.
See how disciplined advice and transparent planning support stronger long-term portfolio outcomes.
"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."
Clients choose us for transparent advice, research depth, and long-term portfolio stewardship.
SEBI-registered advice with no commissions, kickbacks, or product trail income influencing recommendations.
20+ years guiding affluent families and professionals through market cycles with disciplined portfolio decisions.
CFA-led research supports portfolio construction, manager selection, and risk control for Jaipur investors.
Consolidated portfolio views and digital tracking help clients monitor wealth with greater clarity.
Experienced leaders guiding every portfolio decision with care.
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 fees typically depend on the scope of advice, portfolio size, and whether the engagement is advisory-led or includes broader wealth planning. At iVentures Wealth, the model is fee-only, with transparent AUM-based fees or fixed retainers depending on the mandate. That means clients pay directly for advice, without hidden commissions, trail income, or product-linked incentives affecting recommendations.
Speak with our advisors for clear, personalized investment guidance.
Regulated fiduciary investment advisory credentials.
Recognized by a leading Indian exchange.
Recognition for industry leadership and trust.
Share your goals, current holdings, or investment concerns, and our team will help you understand the next best 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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