iVentures Wealth – Wealth management for innovators and visionaries

Quietly Building
Resilient Portfolios Robust Treasury Timeless Fortunes Generational Legacy

For innovators, entreprenerus, disruptors, trailblazers, pioneers & visionaries

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SEBI RIA (INA000019026)

Award Winning SEBI Registered Wealth Management

iVentures Wealth

iVentures Wealth is an independent wealth management firm. Once limited to a number of affluent and high net worth families, we have since welcomed new clients to the fold.

Our team listens first, then builds personalized wealth strategies – from investment planning and retirement readiness to risk management and corporate treasury advice – that are designed to meet your unique needs and deliver measurable results.

We take a collaborative, fiduciary-minded approach: understanding your goals, assessing your risk tolerance, and implementing customized plans that evolve as your needs change.

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₹1200Cr+

worth of AUM Growing Globally

150+

Investors Preserving Wealth

20+

Years of Multiplying Wealth

20+

Qualified Investment Team

Private Wealth Advisory

Wealth management firm in India for HNI, UHNI and family office clients

iVentures Wealth works as an independent wealth advisor in India for families, founders and professionals who need portfolio management, estate planning, global investing and long-term governance in one place.

Private wealth management India

We build multi-asset portfolios across mutual funds, PMS, AIFs, bonds, global investments and cash-flow strategies, aligned to family goals rather than product sales.

Wealth advisor Delhi NCR & Gurgaon

Our Gurgaon-based team supports HNI and UHNI clients across Delhi NCR with reviews, reporting, rebalancing and access to regulated investment platforms.

Family office advisory India

For larger families, we help coordinate asset allocation, succession, tax-aware reporting, documentation and investment governance across generations.

SERVICES

Curated Wealth Management Advisory

Broad spectrum advisory with focused services.

Who We Serve

For Family Businesses

Preserve legacy, plan succession, and grow wealth across generations. Advisory, governance, and philanthropic planning for patriarchs and the next gen.

INVESTABLE ASSET Greater than INR 100 Crores

For CXOs & Professionals

Maximize what you earn - portfolio construction, tax planning, and goal-based strategies for leaders and professionals.

INVESTABLE ASSET Greater than INR 10 Crores

For NRIs & OCIs

Invest in India from anywhere. Cross-border portfolios, DTAA-led tax optimisation, and GIFT City structures for global wealth.

INVESTABLE ASSET Greater than INR 5 Crores

For Corporates

Deploy surplus, run treasury programmes, and offer employee wealth solutions. Institutional advisory built for scale.

INVESTABLE ASSET Greater than INR 50 Crores
IN THE NEWS

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Our experts share insights with leading publications

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SOLUTIONS

Strategies that Orchestrate Outcomes.

Wealth isn't just a number; it's a timeline. We map sophisticated capital strategies to your exact phase of life, ensuring your money works precisely as hard as the moment demands.

Multiply your Networth

Multiply your Networth

Go from saver to wealth creator. Custom mutual fund portfolios, high-conviction stocks, and AIF-backed strategies - designed to accelerate your net worth and compound returns over time.

 Create Passive Income

Create Passive Income

Stop relying only on a paycheck. Build income streams that work while you sleep - rental yields, dividend strategies, and inflation-beating cash flows so your money earns for you.

 Protect My Inheritance

Protect My Inheritance

Secure what you've built for the next generation. Private trusts, wills, and executorship - structured so your legacy passes smoothly, tax-efficiently, and without dispute.

 Manage Global Wealth

Manage Global Wealth

Think beyond borders. Access global stocks, ETFs, and dollar-denominated returns - diversify across geographies and capture growth in world-leading markets from India.

 Real Estate Advisory

Real Estate Advisory

Invest in property with purpose. Vetted, high-potential assets - 8–12% rental yields, 15–20% appreciation - and end-to-end support so you build tangible wealth without the hassle.

 Investments for Women

Investments for Women

Own your financial future. Purpose-built advisory for women investors - goal-based planning, wealth protection, and strategies that grow with your ambitions.

 Early Retirement Solution

Early Retirement Solution

Retire on your terms - sooner. F.I.R.E planning: structured savings, aggressive growth, and passive income milestones so you can step back when you choose.

 Solution for your kids

Solution for your kids

From pocket money to generational wealth. Education funds, marriage corpus, and financial literacy - give your children a head start with money that multiplies over time.

Trusted by wealth creators like you

Book a Call

"iVentures restructured our family trust in three months, saving over ₹2 cr in inheritance tax and ensuring seamless wealth transfer to the next gen."

Priyanka Reddy

Third-Gen Textile Manufacturer & Exporter

"Their passive income portfolio generates ₹3.5L monthly, covering 70% of my expenses and putting me on track for early retirement by 52."

Ravi Kumar

Senior VP, IT Services

"iVentures' global ETF strategy delivered 18% returns in dollar terms while protecting my NRI status - something three previous advisors couldn't do."

Anjali Shah

Finance Director & NRI Investor

"Life-stage planning helped me create separate funds for my daughter's education and our retirement, doubling my discipline in six months."

Dr. Arvind Mehta

Orthopedic Surgeon & Healthcare Entrepreneur

"iVentures grew my net worth by 35% in two years while keeping business capital separate - exactly what I needed as an entrepreneur."

Kavita Nair

Restaurant Chain Owner & Hospitality Consultant

"Their Gurugram property pick gives me ₹85K monthly rental with 22% capital appreciation, outperforming my previous investments."

Vikram Singh

Software Engineer & Real Estate Investor

"iVentures' FIRE strategy accelerated my retirement by eight years - I now focus on passion projects without financial stress."

Udhbhav Singh

Hotelier & Farmer

"From ₹25K monthly, iVentures helped me build a ₹45L education fund for my children in four years through systematic investing."

Meera Desai

Architect & Urban Planning Consultant

LEADERSHIP

The minds behind your outcomes.

Our leaders bring decades of vision and rigour to one goal: your success. They've guided families to grow, protect, and pass on wealth - so your timeline and legacy stay in your hands.

Nirmal Bansal
UCLA Anderson

Nirmal Bansal

Founder & CEO

20+ years shaping wealth outcomes. Ex-DSP Merrill Lynch, UCLA alumnus. Built iVentures from the ground up - true fiduciaries who fuel aspirations, compound net worth, and protect legacies.

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Krishna Makhariya
CFA Charterholder

Krishna Makhariya

Chief Investment Officer

20+ years in markets. CFA charterholder, Head of Research. Curates portfolios across equities, hedge funds, PE, and global funds - designing strategies that compound capital and secure financial happiness.

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