Investment Advisory
Open-architecture, fee-only investment advisory across equity, debt, real estate, alternatives, PMS, AIFs, ETFs, and global portfolios, with recommendations aligned to goals, risk profile, taxes, and liquidity needs.
Build, protect, and transfer wealth with SEBI-registered guidance designed for Pune’s professionals, founders, HNIs, NRIs, and families. iVentures Wealth combines fee-only advisory, research-led portfolio construction, tax-aware planning, and consolidated reporting to help you make confident decisions in a fast-growing city where startup liquidity, real estate goals, and global ambitions often intersect.
Integrated wealth advisory solutions for individuals, families, founders, NRIs, and corporates seeking long-term financial clarity.
Open-architecture, fee-only investment advisory across equity, debt, real estate, alternatives, PMS, AIFs, ETFs, and global portfolios, with recommendations aligned to goals, risk profile, taxes, and liquidity needs.
Dedicated HNI and UHNI wealth management for affluent families, founders, CEOs, and CXOs, covering goal-based planning, diversification, reporting, private market access, and intergenerational wealth priorities.
Multi-family and single-family office support that coordinates investments, governance, succession, philanthropy, real estate oversight, consolidated reporting, and cross-border planning under one disciplined advisory mandate.
Tax-aware wealth structuring across DTAA, FEMA, LRS, GIFT City, capital gains, TDS, and cross-border exposure, coordinated with investment, estate, and NRI planning needs.
End-to-end support for wills, trusts, lifetime gifting, cross-border inheritance, and legacy planning, helping families transfer wealth with clarity, continuity, and reduced dispute risk.
Unified family balance sheet creation across brokers, demat accounts, mutual funds, PMS, AIFs, insurance, real estate, bank accounts, and overseas holdings for cleaner reporting and rebalancing.
We begin with a detailed discovery of your assets, liabilities, goals, risk appetite, family structure, and liquidity needs. For Pune clients, this often includes ESOPs, startup equity, property plans, and global aspirations alongside traditional portfolios.
See how disciplined advisory helps affluent families make confident long-term financial decisions.
A fiduciary-first advisory partner for serious wealth decisions.
Registered Investment Adviser since 2010, supporting Pune clients with regulated fiduciary guidance.
No commissions, kickbacks, or product trails influence the recommendations you receive.
CFA-led research and portfolio construction help evaluate risk, return, fees, and market cycles.
Advisory supports Pune families with India, NRI, and cross-border wealth needs.
Experienced leadership guiding complex 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.
A wealth manager’s salary in Pune varies widely by experience, credentials, client book, and employer type. Entry-level relationship managers may earn modest fixed pay plus incentives, while experienced wealth advisors serving HNI or UHNI clients can command significantly higher compensation. For clients, salary is less important than checking whether the adviser is SEBI-registered, fee-transparent, research-driven, and free from product commissions.
Speak with our advisory team for clear, personalized guidance.
Registered fiduciary investment advisory framework.
Advanced investment research and ethics credential.
Recognized for wealth advisory leadership.
Share your goals, portfolio complexity, and advisory needs. The iVentures Wealth team will help you understand the right mandate, scope, and next steps for a personalized wealth strategy.
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.
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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