Welcome To Niveshaay
Niveshaay (in Hindi translates to income from investments) is a SEBI Registered boutique Investment Advisory Firm with a Dedicated Research Team. Our core focus is on small-mid cap stocks which has the potential of giving outsized returns in long term. Our approach of Research based Investing and Second Order Thinking has helped us find companies that delivered great returns.
Why Niveshaay?
The firm believes in the philosophy of ‘Think the Entrepreneur Way’ and gives utmost importance to Scuttlebutt Approach. Our returns are primarily driven by Qualitative and Quantitative Research with an iota of luck. Our interaction with various entrepreneurs across the country helps us to understand different business models in great detail and gain insights from them on the current happenings of the industry. This process sets us apart in the industry and has enabled us to generate reasonable returns over the years. Trust us in our wealth creation journey as we’ll continue to stick to our process and give one hundred percent always.
Pick your smallcase
- 5Y CAGR 54.44%
- Min. investment ₹ 87,037
- Subscription fees ₹ 2,999 for 3 Months
Mid and Small Cap Focused Portfolio
This portfolio contains mid and small cap size companies available at reasonable valuations with strong market hold.
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- 3Y Returns 76.82%
- Min. investment ₹ 167,511
- Subscription fees ₹ 2,999 for 3 Months
Green Energy
A portfolio of stocks, which will get benefit from the renewable energy sector development.
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- 3Y Returns 41.2%
- Min. investment ₹ 210,333
- Subscription fees ₹ 1,999 for 3 Months
China Plus One Strategy - India Rising!
A smallcase to play the emerging structural theme from China plus one strategy.
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- 2Y Returns 47.8%
- Min. investment ₹ 168,408
- Subscription fees ₹ 2,999 for 3 Months
Trends Trilogy
It aptly combines the three inter-related trends of investing: Business, Financial & Price trends.
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- 5M Returns 18.71%
- Min. investment ₹ 73,118
- Subscription fees ₹ 5000 for 6 months
Niveshaay Consumer Trends Portfolio
Invest in India's Great Consumption Boom. Rec amount > 4 lac
Subscribe NowWhat Our Clients Say
It gives us immense pleasure to be associated with Arvind at Niveshaay. I am impressed with the quality of his research work and dedication with which he has helped us connect and grow by various business deals and expansion. The amount of hard work that he puts in understanding the industry and focusing on every small detail is quite intriguing,
Pleased to be able to count on the expertise and commitment of work at Niveshaay. Sparing time from our hectic schedule has always been difficult. I am thankful to Niveshaay for helping us manage our funds effectively. Regular communications regarding markets, industries and companies has been helpful.
Being held-up with the work, there was no time to manage my assets. Niveshaay has outperformed my expectations with their stock picking approach and research skills. They have always guided me with the best of their services and are always available to help. Absolutely satisfied with their work and their effective execution.
I had been using PMS Services of veterans such as Motilal Oswal, never believed the words of this 30 year old chap until since past 3-4 years, these guys have been beating returns of veterans by a huge margin. They really have a fresh approach and I could comfortably plan my daughter's wedding due to their returns.
I have known Arvind as a young dynamic boy whom I taught CA lessons. I am very happy to see him using knowledge and smartness to a good end. The journey from being his teacher to his client has been wonderful.
The team at Niveshaay Investment Advisors is phenomenal. One of the best equity research in India. Arvind, Vikram, Gunjan and team are doing awesome ground research. I truly admire and trust the Niveshaay team. They are more like friends now than Investment advisors.
Quite comfortable with Niveshaay's investment process focusing on mid & small cap with scuttlebutt approach, regular updates through reports and online meets. The clarity of their approach and thoughts instills a lot of confidence in us and help maintaining our conviction. Biggest differentiator for Niveshaay is their frequent engagement with clients. Keep up the good work.
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Niveshshiksha is a Financial Literacy endeavor of a team of professionals with a cumulative work experience of 45+ years to impart financial knowledge to students through interactive workshops and equip them to take control of their finances. It was born with an idea to touch upon the most relevant participants of the society viz. Students in order to instil financial discipline and create maximum impact because we believe that in the times when India is moving towards organized market, Financial Literacy is imperative to survive and thrive.
Compliance change
Disposal of complaints
- Current Month
- Monthly
- Annual
| Received From | Pending- last month | Received | Resolved | Total pending | Pending > 3M | Avg. resolution time |
|---|---|---|---|---|---|---|
| Investors | 0 | 0 | 0 | 0 | 0 | 0 |
| SEBI Scores | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Sources | 0 | 0 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 | 0 | 0 |
Contact us directly at Info@niveshaay.com for assistance with any queries, complaints or grievances. We will ensure your grievance is resolved within 30 days. If you feel that your grievance is not redressed satisfactorily, you may lodge a complaint with SEBI through the Scores website or the SEBI Scores app for Android or iOS.
ODR Portal can be accessed via the following link - https://smartodr.in/
| Month | Carried forward | Received | Resolved | Pending |
|---|---|---|---|---|
| May - 23 | 0 | 0 | 0 | 0 |
| Jun - 23 | 0 | 0 | 0 | 0 |
| Jul - 23 | 0 | 0 | 0 | 0 |
| Aug - 23 | 0 | 0 | 0 | 0 |
| Sep - 23 | 0 | 0 | 0 | 0 |
| Oct - 23 | 0 | 0 | 0 | 0 |
| Nov - 23 | 0 | 0 | 0 | 0 |
| Dec - 23 | 0 | 0 | 0 | 0 |
| Jan - 24 | 0 | 0 | 0 | 0 |
| Feb - 24 | 0 | 0 | 0 | 0 |
| Mar - 24 | 0 | 0 | 0 | 0 |
| Apr - 24 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 |
Contact us directly at Info@niveshaay.com for assistance with any queries, complaints or grievances. We will ensure your grievance is resolved within 30 days. If you feel that your grievance is not redressed satisfactorily, you may lodge a complaint with SEBI through the Scores website or the SEBI Scores app for Android or iOS.
ODR Portal can be accessed via the following link - https://smartodr.in/
| Year | Carried forward | Received | Resolved | Pending |
|---|---|---|---|---|
| 2021 - 2022 | 0 | 0 | 0 | 0 |
| 2022 - 2023 | 0 | 0 | 0 | 0 |
| 2023 - 2024 | 0 | 0 | 0 | 0 |
| Grand Total | 0 | 0 | 0 | 0 |
Contact us directly at Info@niveshaay.com for assistance with any queries, complaints or grievances. We will ensure your grievance is resolved within 30 days. If you feel that your grievance is not redressed satisfactorily, you may lodge a complaint with SEBI through the Scores website or the SEBI Scores app for Android or iOS.
ODR Portal can be accessed via the following link - https://smartodr.in/