HNI Wealth Management
Dedicated advisory for HNIs and UHNIs, covering goal-based planning, AIF and PMS access, founder diversification, retirement readiness, NRI structuring, and family-level reporting.
Build, protect, and transfer wealth with iVentures Wealth’s fee-only advisory for Mumbai’s founders, CXOs, UHNIs, families, and NRIs. From investment strategy and family office coordination to tax-aware planning and estate structuring, our SEBI-registered team helps you navigate India’s financial capital with clear research, transparent fees, and long-term fiduciary guidance.
Integrated advisory solutions for building, diversifying, preserving, and transferring wealth across generations.
Dedicated advisory for HNIs and UHNIs, covering goal-based planning, AIF and PMS access, founder diversification, retirement readiness, NRI structuring, and family-level reporting.
Open-architecture, fee-only investment guidance across equity, debt, real estate, alternatives, global assets, ETFs, PMS, AIFs, and tax-aware portfolio construction.
Multi-family and single-family office support that coordinates investment management, governance, succession, philanthropy, real estate oversight, reporting, and cross-border family needs.
Strategic tax planning across DTAA, FEMA, LRS, GIFT City, capital gains, NRI income, foreign assets, TDS, and cross-border compliance considerations.
Wealth transfer advisory covering wills, trusts, lifetime gifting, inheritance planning, cross-border probate coordination, and family legacy structures designed to reduce dispute risk.
Unified family balance sheet reporting across demat accounts, banks, mutual funds, PMS, AIFs, insurance, real estate, overseas accounts, and family entities.
Mumbai investors often manage complex wealth across businesses, listed assets, real estate, ESOPs, family entities, and overseas opportunities. iVentures Wealth brings these moving parts into one research-led plan, aligning investments with cash flows, tax realities, risk appetite, and legacy goals. With a fee-only SEBI RIA model, advice remains product-neutral and focused on long-term outcomes.
Long-term advisory relationships built on transparency, research discipline, and multi-generational wealth stewardship.
A fiduciary advisory partner for complex wealth decisions.
Advisory operates under SEBI RIA regulations with clear disclosures and fiduciary accountability.
Mumbai clients receive product-neutral recommendations without commissions, trails, kickbacks, or restricted product shelves.
20+ years guiding affluent families, founders, CXOs, UHNIs, and corporates through market cycles.
Strategies reflect Mumbai’s sophisticated capital-market needs, backed by CFA-led research and portfolio analytics.
Experienced leadership guiding complex wealth 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.
Wealth management typically combines investment advisory, asset allocation, tax planning, estate planning, retirement planning, risk management, and consolidated reporting. For HNI and UHNI clients, it may also include family office support, governance, philanthropy, cross-border planning, AIF and PMS evaluation, real estate advisory, and succession planning.
Speak with our advisory team for tailored guidance.
Registered investment adviser under SEBI regulations.
Research leadership with globally recognized credential.
Recognized for wealth advisory leadership.
Share your goals, portfolio complexity, and preferred consultation details. Our team will help you understand the right advisory mandate 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.
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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
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