• Your Financial Comrades
    for Life’s Pursuits

    Trusted by 500+ affluent Clientele of Founders, CEOs, CXOs & Family Offices.

Every individual's financial goals are different and
we're here to cater to yours.

Welcome

True Fiduciaries!

iVentures is your trusted partner in life's financial pursuits. Established in 2005 , we are an award winning wealth management firm. We are honoured to design life and legacy solutions for over 500 affluent relationships and manage assets worth Rs 500+ cr on behalf of prominent UHNI CEOs, CXOs, Founders, Trusts, Family Offices, etc

Our award winning CFA team holds an impeccable track record in curating personalized life and legacy solutions for our relationships.

At iVentures, we believe in providing you with the necessary education, guidance, and support to help you achieve your financial objectives. We are dedicated to helping you achieve your investment goals and build a secure financial future.

We look forward to starting a meaningful relationship that is sure to be cherished.

Multiply Your Wealth

Wealth Preservation

Legacy Solutions:Wealth Transfer


Why iVentures?

iVentures App for effortless tracking of all family assets under one app.
Investment solutions across Mutual Funds, ETFs, PMS, AIFs, Bonds and Global investments
Award winning CFA team curates personalized portfolio based on your financial goals
Regular insightful sessions with fund managers and market veterans.

Investment Solutions

Mutual Funds

Personalised portfolio of top-rated funds curated based on various qualitative and quantitative factors.

Stocks

Get the curated basket of stocks and ETFs to multiply your wealth.

Fixed Income

Alternative to traditional fixed deposits, with higher returns and safety

AIF

Earn Consistent and Predictable inflation beating returns with alternative investment strategies.

Global Investments

Diversify your asset mix across geographies and earn dollar denominated returns

Awards and Recognition

A Journey of Sussess: Fueled by Client Love and Trust

Mr. Vikram Yadav, Deputy Commissinoer, IAS, Govt. of Haryana conferring the prestigious award:'Preferred Wealth Partners of 2022'.

Panelist togerther with the senior-most officials of SIDBI and Mr.Rajiv Chawla (Chairman-IamSMEofindia)

Did You Know 8 out of 10 Active Funds Fail to Beat The Benchmark?

Why You Should get your portfolio reviewed by our award winning CFA team?

Check your portfolio health to identify the pitfalls and take appropriate action, so that your portfolio performs better even in though market conditions.

#1
Identify the inefficiencies in your portfolio
#2
Get insights on the current allocation across various sectors and market cap.
#3
Discover the efficient asset allocation based on your financial goals


Building Financial Assets Sure Must be Your Priority.




iVentures,
a synonym of trust

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cr. worth of assets under management

0+

investors are on their path to 10X their net-worth

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years of enriched experience

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staff members

0+

credentialed wealth experts

2+

preferred partners

Did You Know 8 out of 10 Active Funds Fail to Beat The Benchmark?

iVentures Wealth App


We take pride in navigating your finances

Learning to invest is an essential part of any comprehensive financial plan. Without it, you will eventually hit a plateau in your financial well-being. Here are a few challenges that seasoned & first-time investors struggle with.

-   Sustainable diversity
-   Strategic Asset Allocation
-   Capturing opportunities
-   Managing Loss Aversion
-   Prudent operational Excellence

When we think of relationships, we often think of our healthy interactions with people. However, how often do we consider having a good relationship with money? We at iVentures help you manage your relationship with money in myriad ways.

-   Focus on compounding your financial Returns.
-   On-demand Research Experts
-   Strategic Asset Allocation into PMS, AIFs, Bonds, Global ETFs & more. Exposure into emerging themes
-   Consolidate your family assets in one app

Harness your Wealth Potential with our experts.

iVentures leadership is dedicated towards building a long lasting legacy. Our team is dedicated to creating a financially secure world for

 

Nirmal Bansal

Founder & Director

Nirmal is a distinguished UCLA alumnus with over 15 years of experience in financial markets. Today iVentures is one of the fastest-growing wealth advisory firm with over 500+ relationships across India

He is an active member of industry associations such as ANMI, CPAI, FICO, IamSME of India among others.

He is an active golf player and enjoys reading on diverse subjects.

Rishi Kapur

Executive Director

Krishna Makhariya

Head of Research, Executive Director

Tejas Patel

Member of the Board Legal & Compliance

Meera Kaur Patel

Member of the Board Legal & Compliance

Did You Know 8 out of 10 Active Funds Fail to Beat The Benchmark?

Why Our Investors Have Made us Their Safe Haven.


Insight by iVentures

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Beyond Berkshire- How to Apply Warren Buffett’s Investing Principles to Your Portfolio

Beyond Berkshire- How to Apply Warren Buffett’s Investing Principles to Your Portfolio Dive into the wisdom and investi...

29 April, 2024 More

How Can I Multiply My Wealth with a Curated Basket of Stocks and ETFs?

How Can I Multiply My Wealth with a Curated Basket of Stocks and ETFs? Discover the power of a carefully selected portfolio t...

18 April, 2024 More

How can I save taxes with 54 EC Bonds? A Smart Way to Save on Long Term Capital Gains

How can I save taxes with 54 EC Bonds? A Smart Way to Save on Long Term Capital Gains Discover effective strategies for maxim...

10 April, 2024 More

How Do I Choose the Best Portfolio Management Service (PMS) in India in 2024?

How Do I Choose the Best Portfolio Management Service (PMS) in India in 2024? Dive into a comprehensive guide on selecting th...

27 March, 2024 More

Is Adding Equity Always Equal to Adding Volatility?

Is Adding Equity Always Equal to Adding Volatility? Analyze the role of equities in long-term portfolio performance, question...

20 March, 2024 More
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