Succession Planning
Structure the transition of ownership, leadership, and family assets to successors with a clear roadmap that reduces uncertainty, preserves continuity, and supports long-term family and business stability.
Plan the smooth transfer of family wealth, business ownership, and decision-making with guidance tailored to Indian families, HUF structures, and cross-border assets. iVentures Wealth helps reduce conflict, protect continuity, and align succession plans with governance, estate planning, and long-term family goals across India.
Comprehensive succession advisory for Indian families, founders, and business owners planning continuity, control, and long-term wealth transfer.
Structure the transition of ownership, leadership, and family assets to successors with a clear roadmap that reduces uncertainty, preserves continuity, and supports long-term family and business stability.
Create family charters, decision protocols, and conflict-resolution frameworks that help Indian families make major decisions consistently while protecting relationships across generations.
Coordinate wills, trusts, gifting strategies, and cross-border inheritance planning so wealth can move efficiently to the next generation with less probate friction and dispute risk.
Prepare heirs to manage wealth responsibly through financial education, stewardship guidance, and structured onboarding that builds confidence before major responsibilities are transferred.
Integrate succession planning with reporting, governance, tax coordination, philanthropy, and investment oversight under a unified framework for complex family wealth structures.
Align charitable goals with family legacy planning so giving strategies can reflect shared values, strengthen purpose, and create lasting impact across generations.
Succession wealth management helps families prepare for one of the most sensitive financial transitions they will ever face. At iVentures Wealth, we align succession, governance, and estate structures to suit Indian family businesses, HUFs, and globally connected families. The result is a clearer transfer plan, stronger continuity, and better preparedness for leadership change, inheritance, and long-term stewardship.
See how families and founders plan smoother transitions with thoughtful, conflict-aware wealth advisory.
"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."
Families trust our team for thoughtful, regulated, and relationship-led succession advisory.
SEBI-registered, fee-only advisory helps keep succession recommendations objective and aligned with family interests.
With 20+ years in India, we understand family wealth transitions, promoter dynamics, and legacy planning needs.
Succession plans connect with governance, tax, estate, and investment decisions under one coordinated advisory framework.
Useful for Indian and NRI families managing inheritance, structures, and reporting across multiple jurisdictions.
Experienced advisors guiding complex family wealth decisions.
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.
Succession wealth management is the structured planning of how family wealth, business ownership, leadership roles, and decision-making responsibilities will pass to the next generation. It typically combines succession planning, wills or trusts, family governance, tax coordination, and heir preparation. In India, it is especially important for business-owning families, HUFs, and families with assets spread across multiple entities or jurisdictions.
Speak with our advisors for clear, confidential guidance.
Regulated fiduciary advisory framework in India.
Recognized by a leading Indian exchange.
Recognition for industry leadership and trust.
Share your goals, family structure, or transition concerns, and our team will guide you on the next steps with discretion and clarity.
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.
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