Investment Advisory
Fee-only, SEBI-registered investment advisory across equity, debt, real estate, alternatives, and global assets, with tax-aware portfolio construction, manager selection, rebalancing, and consolidated reporting.
Build a resilient, tax-aware portfolio with iVentures Wealth’s fee-only advisory for affluent investors in Mumbai, India. From Bandra founders to South Mumbai families, our SEBI-registered team designs open-architecture strategies across equity, debt, alternatives, real estate, and global assets—aligned to your goals, risk profile, liquidity needs, and long-term legacy while keeping costs transparent and reporting consolidated through changing market cycles.
Open-architecture portfolio guidance across asset classes, client goals, reporting needs, and long-term wealth planning.
Fee-only, SEBI-registered investment advisory across equity, debt, real estate, alternatives, and global assets, with tax-aware portfolio construction, manager selection, rebalancing, and consolidated reporting.
Dedicated wealth management for HNIs and UHNIs, covering goal-based planning, AIF and PMS access, founder diversification, family-office needs, succession, philanthropy, and multi-generational reporting.
A unified family balance sheet that consolidates brokers, demat accounts, mutual fund folios, PMS providers, AIFs, insurance, real estate, and overseas holdings into one actionable view.
Independent advisory across SEBI-regulated Category I, II, and III AIFs, including private credit, fund-house due diligence, fee analysis, capital-call planning, and ongoing performance reporting.
Specialised fixed-income guidance across G-Secs, SDLs, 54EC bonds, tax-free bonds, SGBs, corporate bonds, NCDs, and duration-matched income strategies.
End-to-end investment advisory for direct property, REITs, InvITs, fractional ownership, rental yield strategies, RERA checks, title review, and tax-efficient structuring.
Portfolio management should connect every investment decision to a clear outcome: capital growth, income, risk control, tax efficiency, or succession. iVentures Wealth brings SEBI-registered, fee-only guidance to Mumbai investors navigating concentrated equity, real estate, ESOP, and global exposure. Our open-architecture approach evaluates products objectively, consolidates reporting, and keeps your portfolio aligned as markets and life goals change.
See how disciplined advice helps affluent families make clearer, more confident wealth 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..."
"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"
"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..."
"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"
"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..."
"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"
Built for investors who expect transparent advice, rigorous research, and long-term accountability.
SEBI Registered Investment Adviser with a transparent fee-only model and conflict-conscious recommendations.
Two decades guiding Indian families through market cycles, liquidity events, and wealth transitions.
Relevant guidance for Mumbai investors balancing real estate exposure, ESOP wealth, and global diversification.
CFA-led research supports disciplined portfolio selection for Mumbai founders, CXOs, and affluent families.
Experienced leaders guiding complex portfolios with fiduciary 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 typically include asset allocation, investment selection, risk assessment, periodic rebalancing, tax-aware structuring, and performance reporting. At iVentures Wealth, the mandate can span equities, debt, mutual funds, PMS, AIFs, real estate, global assets, bonds, and cash-management strategies. The objective is to align every allocation with your goals, time horizon, liquidity needs, and risk tolerance.
Speak with our advisory team for clear, fee-only guidance.
Regulated investment advisory framework for client protection.
Recognized credential supporting rigorous investment research standards.
Associated with India’s leading capital markets ecosystem.
Share your goals, current portfolio structure, and key concerns. The iVentures Wealth team will help you understand the right advisory scope, reporting needs, and next steps for a transparent 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.
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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