Investment Advisory
Open-architecture, fee-only investment advisory across equity, debt, real estate, alternatives, global markets, PMS, AIFs, mutual funds, ETFs, and private opportunities, aligned to each client’s goals and risk profile.
Build, preserve, and transfer wealth with iVentures Wealth’s fee-only advisory model, research-led portfolio construction, and integrated family office capabilities. From investment strategy and tax-aware allocation to succession planning and consolidated reporting, our team helps HNIs, UHNIs, founders, NRIs, and families make confident financial decisions across market cycles.
Integrated advisory solutions for investors, families, founders, NRIs, and corporates seeking structured long-term wealth outcomes.
Open-architecture, fee-only investment advisory across equity, debt, real estate, alternatives, global markets, PMS, AIFs, mutual funds, ETFs, and private opportunities, aligned to each client’s goals and risk profile.
Dedicated HNI and UHNI wealth management for affluent individuals and families, covering portfolio strategy, diversification, reporting, retirement goals, cross-border planning, and access to SEBI-regulated investment opportunities.
Multi-family and single-family office support that integrates investments, governance, succession, tax coordination, philanthropy, real estate oversight, and consolidated reporting under one coordinated advisory mandate.
Wealth transfer advisory covering wills, trusts, lifetime gifting, cross-border inheritance, family legacy planning, probate coordination, and succession structures designed to reduce disputes and protect continuity.
Cross-jurisdiction tax planning for residents, NRIs, OCIs, and corporates, including DTAA, FEMA, LRS, GIFT City structures, TDS planning, and capital-gains optimization.
Unified family balance sheet creation across brokers, banks, demat accounts, PMS, AIFs, insurance, real estate, overseas holdings, and family entities for clearer reporting and rebalancing.
Wealth management works best when advice is independent, transparent, and deeply aligned with your life goals. iVentures Wealth combines SEBI-registered advisory, research-driven portfolio construction, tax-aware planning, and long-term relationship management to help clients grow, protect, and transfer wealth. Every mandate is tailored around liquidity needs, risk tolerance, family priorities, regulatory considerations, and future milestones.
See how disciplined advisory and long-term partnerships help clients pursue complex financial goals with clarity.
A fiduciary advisory partner built for complex, high-value financial decisions.
Registered Investment Adviser with transparent disclosures, compliance standards, and client-first fiduciary responsibility.
No commissions, kickbacks, or product trail income—advice is paid for directly by clients.
Established in 2005, with deep experience guiding affluent families through multiple market cycles.
CFA-led investment research supports portfolio construction, manager selection, and ongoing allocation decisions.
Experienced leaders guiding complex wealth decisions with care.
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 services refer to coordinated financial advisory designed to grow, protect, organize, and transfer wealth over time. It usually includes investment planning, portfolio construction, tax-aware allocation, estate planning, retirement goals, risk management, reporting, and family governance. At iVentures Wealth, the service is delivered through a fee-only, SEBI-registered advisory model tailored to each client’s objectives.
Speak with our advisory team for clear next steps.
Registered adviser under SEBI investment regulations.
Research leadership backed by CFA credentials.
Recognition received for wealth advisory leadership.
Share your goals, portfolio complexity, and advisory needs. Our team will review your information and help outline the most suitable next step.
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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