Investment Advisory
Open-architecture, fee-only guidance across equity, debt, real estate, alternatives, global markets, PMS, AIFs, mutual funds, ETFs, and private equity, aligned to goals and risk tolerance.
Professional wealth management should make complex decisions feel clearer, not more confusing. iVentures Wealth helps affluent families, founders, CXOs, NRIs, and institutions understand, structure, and grow wealth through SEBI-registered, fee-only advice. From investment strategy to tax-aware planning and succession, the focus is transparent guidance, disciplined research, and long-term partnerships built around your goals across market cycles.
Comprehensive, fee-only advisory for investments, family wealth, tax strategy, succession, and consolidated reporting.
Open-architecture, fee-only guidance across equity, debt, real estate, alternatives, global markets, PMS, AIFs, mutual funds, ETFs, and private equity, aligned to goals and risk tolerance.
Dedicated advisory for HNIs and UHNIs covering retirement, FIRE, child planning, AIF access, founder diversification, family office needs, tax residency, and intergenerational wealth structures.
Multi-family office and single-family office advisory combining investments, governance, succession, philanthropy, reporting, real estate oversight, tax coordination, and cross-border support under one mandate.
Cross-jurisdiction planning for DTAA, FEMA, LRS, TDS, GIFT City structures, capital gains, inheritance exposure, and NRI or OCI investment compliance across partner jurisdictions.
Structured guidance for wills, private family trusts, lifetime gifting, wealth transfer tax, cross-border inheritance, letters of wishes, and succession coordination for family continuity.
Unified family balance sheet creation across brokers, banks, demat accounts, PMS, AIFs, insurance, real estate, overseas accounts, HUFs, family trusts, and custodians.
Professional wealth management brings investments, tax, estate, cash flow, risk, and family priorities into one coordinated framework. iVentures Wealth combines SEBI-registered fee-only advice, research-led portfolio construction, and consolidated reporting to help clients move from scattered decisions to a disciplined long-term plan. The result is clarity on what you own, why you own it, and how it supports your future.
See how tailored advisory helps affluent families simplify decisions, manage risk, and plan across generations.
"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"
"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..."
"Extremely reliable, very strong team and eager to support on new and old portfolios at all times"
"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..."
"Extremely reliable, very strong team and eager to support on new and old portfolios at all times"
"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"
A fiduciary, research-driven partner for sophisticated wealth decisions.
SEBI-registered advice aligns recommendations with fiduciary standards and transparent client-paid fees, not commissions.
20+ years guiding affluent Indian families through changing markets, regulations, and liquidity events.
CFA-led research supports portfolio construction, manager selection, macro analysis, and ongoing risk review.
Wealth Monitor App and reporting help consolidate accounts, entities, custodians, and asset classes.
Experienced leaders guiding complex wealth mandates.
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.
A wealth management professional coordinates investment strategy, risk management, tax-aware planning, estate planning, cash flow, and reporting around a client’s goals. For affluent families, founders, CXOs, and NRIs, the role often extends beyond portfolio selection to include asset consolidation, succession structures, family governance, liquidity-event planning, and ongoing portfolio reviews.
Speak with our advisory team for clear, confidential guidance.
Regulated investment advisory registration in India.
Research leadership with globally recognized credential.
Recognized wealth partner distinction in 2022.
Share your goals, current portfolio context, and key concerns. The iVentures Wealth team will help you understand the next steps for a structured, confidential advisory discussion.
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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