Investment Advisory
Open-architecture, fee-only investment advisory covering asset allocation, portfolio construction, manager selection, rebalancing, and tax-aware implementation for investors seeking disciplined long-term portfolio management.
Looking for disciplined portfolio management in Lucknow? iVentures Wealth delivers fee-only, research-driven investment advisory for HNIs, families, and professionals seeking long-term growth, diversification, and risk-aware allocation. Whether you're planning around evolving market cycles or building wealth beyond traditional fixed-income habits common in Uttar Pradesh, our strategies are tailored, transparent, and aligned with your financial goals.
Explore tailored portfolio solutions designed for growth, diversification, income planning, and long-term wealth preservation.
Open-architecture, fee-only investment advisory covering asset allocation, portfolio construction, manager selection, rebalancing, and tax-aware implementation for investors seeking disciplined long-term portfolio management.
Long-horizon portfolio strategies focused on wealth creation, multiplication, and diversification across equity, debt, alternatives, gold, and global opportunities to support meaningful net-worth growth.
Specialized guidance on Category I, II, and III AIFs, including due diligence, allocation sizing, cash-flow planning, and ongoing reporting for sophisticated investors.
Fixed-income portfolio planning across government securities, tax-free bonds, SGBs, corporate bonds, and 54EC options to improve stability, income, and tax efficiency.
Consolidate scattered holdings across brokers, demat accounts, mutual funds, PMS providers, and family entities into one unified reporting framework for better visibility and control.
Access curated global investment exposure through ETFs and regulated structures, helping investors diversify beyond domestic markets and manage concentration in a single geography.
Portfolio management is most effective when strategy, discipline, and transparency work together. iVentures Wealth builds portfolios around your goals, risk profile, liquidity needs, and tax position rather than product commissions. For investors in Lucknow balancing traditional wealth priorities with modern market opportunities, our advisory approach emphasizes diversification, regulated products, and steady decision-making through changing economic and interest-rate cycles.
See how thoughtful advisory and disciplined portfolio strategy help clients invest with greater clarity and confidence.
"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, deep research, and long-term partnership.
SEBI-registered advisory model with no commissions, kickbacks, or product-driven conflicts of interest.
20+ years of wealth advisory experience guiding investors through changing markets and evolving financial goals.
CFA-led research supports disciplined portfolio decisions suited to local investors seeking measured, informed allocation.
Consolidated portfolio visibility and clear reporting help Lucknow clients track progress with confidence.
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.
PMS fees in India usually follow one of three structures: a fixed management fee, a profit-sharing model, or a hybrid of both. Many portfolio managers also set minimum investment thresholds and may charge custody or transaction-related costs separately. With iVentures Wealth’s fee-only advisory approach, clients receive transparent pricing disclosures upfront, helping them compare costs clearly before committing capital.
Speak with our advisory team for clear, personalized guidance.
Regulated fiduciary advisory with transparent standards.
Recognized market ecosystem affiliation and credibility.
Recognition for industry leadership and trust.
Share your goals, current portfolio details, and priorities. Our team will review your requirements and help you understand the most suitable advisory approach.
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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