Your Financial Comrades
for Life’s Pursuits
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cr. worth of assets under management
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investors are on their path to 10X their net-worth
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years of enriched experience
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staff members
From Aspiration to Achievement:
Bridge the gap between your reality and your purpose with our wealth management advisor team
True Fiduciaries!
iVentures is your trusted partner in life's financial pursuits. Established in 2005 , we are an award winning and SEBI registered investment advisory firm. We are honoured to design life and legacy solutions for over 150+ affluent relationships and manage assets worth Rs 782+ 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.
Every individual's financial goals are different and
we're here to cater to yours.
Our Services
Comprehensive Solutions Tailored for You
Investments for HER
Enriching her relationship with her wealth.
Tailored wealth advisory for the fastest-growing economic force in the world - women.
F.I.R.E Strategy
Plan your retirement in a way that's as rewarding as your working years.
Passive income generation
Life and Legacy solutions
Global Investing
Invest in global assets and earn dollar-denominated returns.
Global stocks and ETF portfolio
Global hedge funds and AIFs
Estate Plan and Wealth Transfer
Ensuring seamless migration of your wealth so that your legacy stands the test of time and markets.
Private trust
Will and Executorship
Trust Administration
Life Stage Roadmap
Help you tailor your investment strategy to each stage of your life.
Life stage mapping and setting goal-oriented direction to investments
Diversifying existing portfolios with flavors of alternative strategies
Financial Independence for Kids
From Pocket Money to Generational Wealth: A Parent’s Guide to Raising Financially Responsible Kids.
Plan kid’s education funds
Set up marriage funds
Wealthy Forever
Learn how we manage your wealth!
Investment Solutions
Personalised portfolio of top-rated funds curated based on various qualitative and quantitative factors.
Did You Know 8 out of 10 Active Funds Fail to Beat The Benchmark?
Is Your Investment Portfolio Aligned with Your Goals?
Unsure if your portfolio is steering you towards your financial dreams?
Let’s take the guesswork out of your investment strategy✅
Give your portfolio a thorough check-up to spot any pitfalls. Our expert CFA analyst research team will meticulously evaluate and optimize your portfolio.
Vault by iVentures
India Calling: Navigating the Investment Landscape for NRIs
India Calling: Navigating the Investment Landscape for NRIs The Indian investment market is rapidly evolving, becoming an att...
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...
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...
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...
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...
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...
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
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)
Why Our Investors Have Made us Their Safe Haven.
12-B, Ground Floor, Vipul Agora, MG Road Sector 28, Gurugram, Haryana 122001 (+91) 9999985113
0124-4634433 Wealth@iventures.in