HNI Wealth
Dedicated wealth management for HNIs and UHNIs, including goal planning, portfolio construction, AIF and PMS access, family office support, concentrated holding diversification, and transparent AUM-based fee disclosures.
Build, protect, and transfer wealth with iVentures Wealth’s SEBI-registered advisory team serving Delhi NCR from Gurugram’s financial corridor. Our fee-only, open-architecture approach helps HNIs, UHNIs, founders, CXOs, NRIs, and families align investments, tax planning, estate strategy, and reporting with long-term goals—without product commissions or hidden incentives.
Integrated advisory for investments, family wealth, tax efficiency, succession, reporting, and long-term portfolio growth.
Dedicated wealth management for HNIs and UHNIs, including goal planning, portfolio construction, AIF and PMS access, family office support, concentrated holding diversification, and transparent AUM-based fee disclosures.
Open-architecture, fee-only investment advisory across equity, debt, real estate, alternatives, global funds, PMS, AIFs, ETFs, and private markets, aligned to goals and risk tolerance.
Multi-family and single-family office advisory covering investment management, governance, succession, philanthropy, real estate oversight, consolidated reporting, and cross-border coordination for multi-generational families.
Cross-border and India-focused tax planning across DTAA, FEMA, LRS, GIFT City, TDS, capital gains, inheritance exposure, and coordinated investment structuring for residents, NRIs, and OCIs.
End-to-end wealth transfer guidance, including wills, family trusts, lifetime gifting, probate coordination, letters of wishes, cross-border inheritance planning, and dispute-risk reduction.
Unified family balance sheet creation across brokers, demat accounts, banks, PMS providers, AIFs, insurance, real estate, overseas accounts, HUFs, trusts, and family members.
We begin by understanding your family, entities, cash flows, risk comfort, liabilities, and scattered assets. For Delhi NCR founders, CXOs, and business families, this often includes ESOPs, promoter holdings, real estate, HUFs, and cross-jurisdiction accounts.
Long-term advisory relationships built around clarity, discipline, fiduciary guidance, and generational wealth outcomes.
"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 team built for complex wealth decisions.
Regulated advisory framework with SEBI RIA registration and clear fiduciary accountability.
No commissions, kickbacks, or product trails—ideal for Delhi NCR investors comparing bank desks.
Serving affluent families since 2005, with deep experience across India’s evolving capital markets.
Gurugram-based team supporting founders, CXOs, and families across Delhi NCR’s business hubs.
Experienced advisors 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.
Wealth management fees in India are commonly charged as an AUM-based fee, a fixed annual retainer, or a mandate-based fee for specific work such as estate planning or tax structuring. iVentures Wealth follows a fee-only model with transparent disclosures, and pricing may vary by HNI, UHNI, family office, or standalone advisory scope.
Speak with our advisory team for fiduciary, fee-only guidance.
Regulated fiduciary advisory under SEBI framework.
Research leadership backed by CFA charterholder expertise.
Recognized accreditation with National Stock Exchange.
Share your goals, portfolio complexity, and advisory needs. Our team will help assess the right mandate and next steps with transparent expectations.
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.
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