Investment Advisory
Open-architecture, fee-only investment guidance across equity, debt, real estate, alternatives, global assets, PMS, AIFs, ETFs, and private-market opportunities, aligned to individual goals and risk tolerance.
Build, protect, and transfer wealth with Specialized Strategic Wealth Advisory Services from iVentures Wealth. Our SEBI-registered, fee-only team supports HNIs, UHNIs, founders, CXOs, NRIs, and family offices with open-architecture investment strategy, tax-aware planning, estate structuring, and consolidated reporting—so every major financial decision aligns with your long-term legacy through changing market cycles and evolving family priorities.
Integrated advisory across investments, family wealth, succession, taxation, reporting, and long-term legacy planning.
Open-architecture, fee-only investment guidance across equity, debt, real estate, alternatives, global assets, PMS, AIFs, ETFs, and private-market opportunities, aligned to individual goals and risk tolerance.
Dedicated HNI and UHNI mandates covering goal-based portfolios, AIF and PMS access, founder diversification, family-office reporting, cross-border structuring, and transparent advisory fees.
Multi-family and single-family office support integrating investment management, governance, succession, philanthropy, tax coordination, real estate oversight, and consolidated multi-custodian reporting.
Wealth-transfer advisory for wills, private family trusts, lifetime gifting, inheritance planning, cross-border probate coordination, and legacy continuity across generations.
Strategic support for DTAA, FEMA, LRS, GIFT City structures, TDS planning, capital gains, indexation, 54EC and 54F strategies, and cross-border tax coordination.
Unified family balance sheet creation across brokers, banks, demat accounts, mutual funds, PMS, AIFs, insurance, real estate, overseas accounts, and family entities.
We begin with a detailed discovery of assets, liabilities, custodians, entities, cash-flow needs, risk preferences, family priorities, and jurisdictional exposure to build a complete view before making recommendations.
Serving affluent families, UHNIs, CEOs, CXOs, founders, and corporates with disciplined strategic advisory.
A fiduciary, research-driven partner for complex wealth decisions.
Regulated RIA structure supports transparent, suitability-led, client-first investment advice.
No commissions, kickbacks, or product trails influence recommendations or manager selection.
20+ years supporting affluent families through market cycles and legacy transitions.
CFA-led research drives portfolio construction, diligence, risk review, and rebalancing.
Experienced leaders guiding complex wealth decisions with 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.
A wealth advisory helps individuals, families, and institutions make coordinated decisions about investments, taxes, estate transfer, risk management, liquidity, and long-term goals. At iVentures Wealth, this includes open-architecture portfolio design, consolidated reporting, tax-aware planning, family office support, and periodic reviews so every financial choice fits the client’s broader wealth strategy.
Speak with our advisory team about your goals and complexity.
Regulated investment adviser registration for client protection.
Recognized global standard for investment expertise.
2022 recognition for wealth advisory leadership.
Share your goals, asset complexity, and advisory needs. The iVentures Wealth team will help you understand the right mandate, documentation, and next steps for a transparent strategic wealth advisory engagement.
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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