'i' ADVISOR

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We enable smarter financial decisions to fuel growth!

Our financial advisors use the technology and expertise to ensure you reach your goals. No matter what

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Can you design plans according to my goals?
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I have surplus money in hand but I don’t want to keep my money idle in Savings A/C
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I’m looking for better returns than FD. Where should I invest?
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Can you help me save my taxes?
abt

We enable smarter financial decisions to fuel growth!

Our financial advisors use the technology and expertise to ensure you reach your goals. No matter what

faces2
Can you design plans according to my goals?
face_icons-circle-59
I have surplus money in hand but I don’t want to keep my money idle in Savings A/C
faces
I’m looking for better returns than FD. Where should I invest?
face_icons-circle-04
Can you help me save my taxes?
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'i' TOOLS

Discover three of the most crucial tools used in financial business that will make your finances grow and multiply. Conduct Risk Assessment Tests, Financial Health Checks and Funding Your Goals Tools! We believe in keeping our clients one step ahead so that we can establish a long-term trusting relationship while building their financial health.

TOOLS TO CHECK YOUR FINANCIAL HEALTH

Risk Assessment TestFinancial Health CheckFunding Your Goals
about-us_black

'i' TOOLS

Discover three of the most crucial tools used in financial business that will make your finances grow and multiply. Conduct Risk Assessment Tests, Financial Health Checks and Funding Your Goals Tools! We believe in keeping our clients one step ahead so that we can establish a long-term trusting relationship while building their financial health.

TOOLS TO CHECK YOUR FINANCIAL HEALTH

Risk Assessment Test
Financial Health Check
Funding Your Goals

'i' EXPERIENCE

Crores Asset Under
Management

Families Wealth
Managed

Professional
Partners

Years of combined
experience

The 'i' Advantage

iVentures is a financial boutique firm that offers that offers bespoke solutions in Asset management, Credit Solutions, fixed income and Wealth Management. We walk alongside high performing entrepreneurs, wealth creators and pioneers of the new age economy in their quest to outperform.

Established in 2005, iVentures Capital has helped 2000+ families build their legacy and has managed over 500cr of Investments for its clients. We have an impeccable track record in investment management, with rich experience in creating millionaires all over India.

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'i' SERVICES

Our tailored solutions help our clients access all the possible investment opportunities across the financial markets. We help you discover your goal or achieve it. Our custom made strategy will help you reach their faster and stress-free. We work towards and emphasize on each individual’s financial freedom. Our emphasis is on financial while addressing our client’s unique priorities, resources, and values.

We use a client-centric approach to make wealth management easier, we cut the market noise and give you whats fits you perfectly to achieve your financial goals. At iVentures we handle Quantitative Trading to NRI Investments, we have it all under one roof.

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'i' CLIENTS SPEAK

Feedback from our Investors

Working with Nirmal has been an absolute delight because of his real interest in the details of our personal situation, his responsiveness, and his ability to spot issues and make suggestions that have increased the robustness and resilience of our planning for the future. Dedication to a long-term relationship coupled with his professionalism has enabled us to plan and invest with more confidence.
Mr. Ajay Uppal
Promoter | ZIEL KOPPELEN TECHNOLOGIES
I had the honor to meet Mr. Bansal 12 years back and since then I am confident that my investments are being safely overseen by experts and consequently I feel my family’s financial well-being is secure. iVentures has made sensible and pragmatic decisions on my investments that have yielded wonderful results. I will trust Mr. Bansal with every penny I wish to save. His integrity and reliability is a rare commodity in his line of work.
Mr. Manish Kumar Agarwal
Serial Entrepreneur & Industrialist
I have been dealing with Krishna at iVentures for the last 3 years and I always find his judgment and wisdom on investment issues to be very sound and future proof. More importantly, the view that he takes on personal finance is prudent and stands the test of time – a rare quality in the murky world of finance and investing. Krishna designed a plan for me with a goal to be debt-free by 2022 and I can already visualize that.
Mr. Sethumadhavan Srinivasan
Executive Director | RGF Executive Search India
I have experienced other wealth managers in the past, but I never witnessed such an amazing experience. I have entrusted my entire present and future investment plans in her hands, knowing that she will ensure my portfolio is protected and will mature with healthy outcomes. In an exclusive session, she assessed my criteria and presented a financial plan that showed me the picture of my financial route. This gave me clarity and confidence like never before.
Mr. Keshav Chawla
Partner at a Leading Consulting Firm
Like many people, I spend the majority of my time planning for my business but pay little or no attention to my own finances. iVentures has developed a personal plan for me that allows me to take much greater control of my financial affairs, and plan for the future. Everything now makes much more sense, and I only wish I had got in touch with them sooner.
Mr. Rajan Gupta
CA, Partner | SRY & Associates Chartered Accountants
Before I met iVentures team, my investment was skewed towards a particular asset class. I would have continued in this path had it not been for intervention from them, and I feel my investment is fairly diversified now. The quantitative and qualitative work that goes behind the assessment of mutual funds by iVentures is very structured. All I can say is their advice and offerings have been absolutely bang on each time a transaction has been made. This has included pension, short term investments, risk management and will creation.
Mr. Manish Gupta
HSBC Bank
My fund was sitting idle in the current A/c. iVentures introduced me to liquid fund, a product that brings 52 opportunities in 52 weeks in a year. Following their advisory, I stared parking my weekend surplus in liquid funds. The benefits and ease of investing are amazing.I am so grateful that you helped me to make the most of my idle money.
Mr. Naveen Kumar Agarwal

Corporate Members

Bombay-Stock-Exchange
National-Stock-Exchange
Central-Depository-Services

Risk Partner

FinaMetrica

Research Partner

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