Arvind Kothari
Founder
I always wanted to be an entrepreneur and start a business but it became clear early that I lacked all the organization skills – except for risk-taking and grit. With these two armours in my arsenal, it became obvious to me that only Niveshaay (investing) could be my outlet and my only shot at entrepreneurship.
Over time, extremely passionate and hardworking folks joined me. Still, we all were a bunch of crazy research geeks roaming around from plant to plant and city to city in search of good businesses not having any mentor in the fund management industry to guide us on how to approach things. We faced numerous setbacks and failures, but managed to stick around somehow.
In hindsight, it all makes sense; we were always connecting the dots. The outcome of our hard work kept on creating milestones, yet we constantly wondered if there could be a better way of doing things and continued to refine our process while searching for that missing link. Fixing research is a never-ending task and we think it will take more than a lifetime to perfect it but we have come far in our research journey. Our approach of scuttlebutt and relationship-building in business led us to exceptional entrepreneurs in both listed and unlisted spaces. Just 5-6 years ago, investing in unlisted space was unattainable, but by the grace of God, we pivoted and began investing there, led by exceptional entrepreneur.
We dream to back our heroes (entrepreneurs) with capital and capabilities by offering connections built over the years, introducing them to our ecosystem of research, excellent consultants, and peer group advisory.
Invest
The Entrepreneur
Way
Niveshaay Hedgehogs Fund
A strategic allocation of capital in listed and unlisted securities in high-growth emerging sectors
Open Ended Category – III AIF
Niveshaay Sambhav Fund
Early access to tomorrow’s leaders, where capital meets untapped potential
Close Ended Category – II AIF
Niveshaay Consumer Trends Portfolio
Invest in India's Great Consumption Boom
Our core focus is on small & mid-sized companies. We believe in ‘Thinking the Entrepreneur Way’ and prioritize the ‘Scuttlebutt Way of Investing‘. This unique approach sets us apart in identifying good companies in high-growth sectors.
Alternative Investment Funds
We aim to provide a strategic allocation of capital in listed and unlisted securities in high growth emerging sectors via our AIFs
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Niveshaay
Hedgehogs Fund
Open-ended Category – III AIFThis fund offers a unique, diversified investment strategy by prudently allocating capital across both listed and unlisted securities, with a strong emphasis on mid and small-cap companies. We strive to identify emerging trends early. With the flexibility of an open-ended structure, the fund provides greater liquidity, while aiming for long-term capital appreciation.
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Niveshaay
Sambhav Fund
Close-ended Category – II AIFThis fund aims to back exceptional founders and visionary businesses, partnering deeply through their growth journey. It is designed for investors with a long-term horizon who are willing to commit capital to unlock higher growth potential through conviction-driven investments.
Choose your Equity Baskets
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Mid and Small Cap
Focused PortfolioHigh Volatility
This portfolio contains mid and small cap size companies available at reasonable valuations with strong market hold.
Min. investment
₹ 987133Y CAGR
56.6%Get access from
₹7499/6m -
Green
EnergyHigh Volatility
A portfolio of stocks, which will get benefit from the Renewable Energy sectors development.
Min. investment
₹ 766123Y CAGR
56.6%Get access from
₹7900/6m -
Niveshaay Consumer
Trends PortfolioHigh Volatility
Invest in India’s Great Consumption Boom.
Min. investment
₹ 968772Y CAGR
56.6%Get access from
₹6000/6m -
Niveshaay IPO Basket
FundamentalHigh Volatility
A smallcase designed to strategically invest in newly listed companies by leveraging post-listing performance.
Min. investment
₹ 7016611M CAGR
56.6%Get access from
₹6000/6m
“The journey of Niveshaay is one of grit, passion, and relentless learning. We continue to evolve, aiming for excellence with every step we take....”
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Arvind Kothari
Founder
CLIENT REVIEWS
What our clients say
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Awadhesh Kr. Pandey
CFO
Damlia CementI began my investment journey with them through Smallcase, then moved to their equity research services, and have now finally invested in the Niveshaay AIF
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Parsh Kothari
CEO & Co founder
Think SchoolWe’ve been investing with Niveshaay for over two years now, and it’s been a rewarding experience.
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Mr. Gobind Ram Choudhary
Managing Director
ANMOL INDUSTRIES LTDWe have been associated with Niveshaay since 2023-2024, and the experience has been phenomenal.
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CA Jay Chhaira
Central Council Member, ICAI
I have known Arvind since his formative years as a Chartered Accountancy student,
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Prateek Kapoor
Director
Shubham GroupYour thoughtful approach, depth of knowledge, and dedication have truly made a difference in my financial journey.
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Karna
Semiconductor Design Leader
HyderabadPartnering with NIVESHAAY has been a transformative experience in my investment journey.
Our Research
Our core expertise lies in Equity Research, where we differentiate ourselves through a truly holistic approach. Rather than focusing solely on numbers, we delve deep in understanding the business in great detail, and take on-ground approach to offer comprehensive insights that encompass value chain analysis, financials, and valuations.
Featured In
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Niveshaay leads ₹325 crore funding round in Waaree Energy Storage Systems
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Niveshaay leads Rs 52 crore funding round in Cimcon Software
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Niveshaay Invests INR 10 Cr in True Colors Across Pre-IPO and Anchor Rounds
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Niveshaay-Backed Sambhv Steel Tubes Makes Debut on Dalal Street
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ETMarkets Smart Talk: From Solar to Switchgear—Capex Themes Remain Strong, says Arvind Kothari
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Innovist raises Rs 136 crore in funding round led by ICICI Venture
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Smallcase raises $50 million in a Series D round, aims to expand investment offerings
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IPO Boom Ahead! Over 1,000 public offers to hit primary market in next two years
| Data for the month ending - | ||||||||
|---|---|---|---|---|---|---|---|---|
| Sr. No. | Received from | Pending at the end of last month | Received | Resolved * | Total Pending # | Pending complaints > 3 months | Average Resolution time^ (in days) | |
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 | |
| 2 | SEBI (scores) | 1 | 1 | 0 | 1 | 0 | 12 | |
| 3 | Other Sources (if any) | 0 | 0 | 0 | 0 | 0 | 0 | |
| Grand Total | 0 | 0 | 0 | 0 | 0 | 0 | ||
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 | |
| 2 | SEBI (scores) | 0 | 0 | 0 | 0 | 0 | 0 | |
| 3 | Other Sources (if any) | 0 | 0 | 0 | 0 | 0 | 0 | |
| Grand Total | 0 | 0 | 0 | 0 | 0 | 0 | ||
| Data for the month ending - | ||||||||
|---|---|---|---|---|---|---|---|---|
| Sr. No. | Received from | Pending at the end of last month | Received | Resolved * | Total Pending # | Pending complaints > 3 months | Average Resolution time^ (in days) | |
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 | |
| 2 | SEBI (scores) | 0 | 0 | 0 | 0 | 0 | 0 | |
| 3 | Other Sources (if any) | 0 | 0 | 0 | 0 | 0 | 0 | |
| Grand Total | 0 | 0 | 0 | 0 | 0 | 0 | ||
| Data for the month ending - | ||||||||
|---|---|---|---|---|---|---|---|---|
| Sr. No. | Received from | Pending at the end of last month | Received | Resolved * | Total Pending # | Pending complaints > 3 months | Average Resolution time^ (in days) | |
| 1 | Directly from Investors | 0 | 0 | 0 | 0 | 0 | 0 | |
| 2 | SEBI (scores) | 0 | 0 | 0 | 0 | 0 | 0 | |
| 3 | Other Sources (if any) | 0 | 0 | 0 | 0 | 0 | 0 | |
| Grand Total | 0 | 0 | 0 | 0 | 0 | 0 | ||
NIVESHAAY INVESTMENT ADVISORS
508, SNS Platina, Near Someshwara Enclave, Vesu, Surat, Gujarat-395007
(+91) 7859870559
research.smallcase@niveshaay.com (Equity Baskets)
NIVESHAAY INVESTMENT MANAGEMENT PRIVATE LIMITED
610, SNS Platina, Near Someshwara Enclave, Vesu, Surat, Gujarat-395007
(+91) 7836915478
contactaif@niveshaay.com (AIF)
SEBI Registration No. : INH000017338, IN/AIF3/24-25/1571, IN/AIF2/24-25/1607, INP000009506 | BASL Membership ID: 6276
Disclaimer:
Investment in Securities Market are subject to market risks. Read all related documents carefully before investing.
Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The securities quoted are for illustration only and are not recommendatory
NIVESHAAY INVESTMENT ADVISORS © . All Rights Reserved., NIVESHAAY INVESTMENT MANAGEMENT PRIVATE LIMITED © . All Rights Reserved.Smart ODR