Portfolio Consolidation
We bring scattered demat accounts, mutual fund folios, PMS holdings, bank-linked investments, and family portfolios into one unified view before assessing exposure, overlap, liquidity, and reporting gaps.
Get a research-led review of your stock and mutual fund portfolio from iVentures Wealth’s SEBI-registered, fee-only advisory team. We evaluate asset allocation, concentration risk, fund quality, tax efficiency, overlap, and goal alignment—helping you identify what to keep, exit, rebalance, or restructure with clarity and fiduciary guidance.
A complete portfolio diagnostic covering holdings, risk, costs, taxation, diversification, and goal-linked suitability.
We bring scattered demat accounts, mutual fund folios, PMS holdings, bank-linked investments, and family portfolios into one unified view before assessing exposure, overlap, liquidity, and reporting gaps.
We examine your equity, debt, real estate, alternatives, gold, and global exposure against goals, time horizon, risk tolerance, and required liquidity to identify underweight or concentrated areas.
Our research team reviews individual stock holdings for business quality, valuation comfort, sector concentration, single-stock risk, liquidity, and role within your broader long-term wealth strategy.
We assess fund category fit, direct versus regular plans, expense ratios, manager consistency, risk-adjusted performance, portfolio overlap, debt fund credit quality, and suitability for your objectives.
We map potential LTCG, STCG, indexation, TDS, DTAA, and holding-period implications so restructuring decisions can be phased intelligently without unnecessary tax leakage.
As a SEBI-registered Investment Adviser, iVentures Wealth works on a transparent fee-only model with no commissions, product trail income, or manufacturer-led recommendations.
We begin by gathering portfolio statements across brokers, mutual fund houses, demat accounts, PMS platforms, insurance-linked investments, and family entities to create a complete, accurate investment inventory.
Structured reviews help investors simplify portfolios, reduce overlap, and make more confident allocation decisions.
A fiduciary, research-driven approach to reviewing and improving complex investment portfolios.
Operates as a SEBI Registered Investment Adviser with fiduciary standards and documented compliance.
No commissions, kickbacks, or trail income influence stock and mutual fund recommendations.
CFA-led research supports fund selection, stock analysis, risk review, and allocation decisions.
20+ years, ₹1146+ Cr AUM, and 150+ affluent relationships inform every review.
Research-led specialists supporting disciplined portfolio decisions for discerning investors.
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.
In a portfolio review, iVentures Wealth consolidates your holdings and evaluates asset allocation, stock concentration, mutual fund quality, overlap, costs, taxation, liquidity, and alignment with financial goals. The output is a clear diagnosis of what is working, what needs attention, and a practical roadmap for rebalancing, switching, exiting, or monitoring investments.
Speak with our advisory team for a structured portfolio review.
Regulated investment advisory under SEBI framework.
Research leadership with globally recognized investment credential.
Recognized association with India’s leading exchange.
Share your portfolio details with iVentures Wealth and our team will guide you through the review scope, required documents, expected deliverables, 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.
I VENTURES CAPITAL PRIVATE LIMITED (CIN: U74900DL2009PTC188312) : SEBI Reg. No. - NSE Cash: INB231356735 | NSE F&O: INF231356735 | NSE Currency Derivative: INE231356735 | MCX-SX: INE261356735
SEBI Reg. No. - BSE Cash: INB011356731 | BSE F&O: INF011356731 | IN-DP-221-2016 DP ID-12067500
© 2026 I VENTURES CAPITAL PRIVATE LIMITED. All rights reserved. Wealth services offered under the brand iVentures Wealth.