Niveshaay Alternative Investment Fund

Why Us?

Niveshaay Alternative Investment Fund is built on a decade of equity investing expertise. Our strategy prioritizes entrepreneurial leadership over professional management, leveraging on-ground insights to identify and seize new, untapped opportunities. Specializing in both listed and unlisted securities, including pre-IPO fundraising, we aim to unlock significant business and entrepreneurial potential.

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Business Focus

​ Our investment thesis is anchored in a deep understanding of the business model, entire value chain and Identification of Proxies

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Entrepreneur’s Vision​

We prioritize entrepreneurial leadership, focusing on execution capabilities and key attributes like ethics, capital allocation, resilience, and the entrepreneur's journey

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Scuttlebutt Approach

​Leveraging our network of entrepreneurs and investors, we prioritize firsthand insights and on-the-ground research to identify companies poised for sustainable growth

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Better Portfolio Construction

A strategic mix between listed and unlisted securities allowing to capitalize across different segments of the market

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Pre - IPO Deals & Unlisted Deals

Early access to high-growth opportunities before they are accessible to the broader public market

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Anchor / Preferential Investments

AIF as a vehicle qualify for QIBs and participation in preferential issue

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Better Execution & Greater Flexibility

Centralized fund pricing will reduce the price impact ensuring all investors benefit equally

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Unconventional & Emerging Industry Trends

Our team excels to identify and capitalize on dynamic opportunities that are undiscovered or overlooked

Niveshaay Hedgehogs Fund Niveshaay Sambhav Fund
Tenure Open-ended Category – III AIF Close-ended Category – II AIF
Minimum Capital Commitment INR 1 crore INR 1 crore
Investment Horizon Long-Term Long-Term, Long Only Fund
Investment in Listed Securities Upto 100% of the Fund Upto 49% of the Fund
Investment in Un-Listed Securities Upto 40% of the Fund Upto 100 % of the Fund

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FAQs

What is Alternative Investment Fund ?

Alternative Investment Fund (AIF) means any fund established or incorporated in India which is a privately pooled investment vehicle which ,collects funds from investors, whether Indian or foreign, for whether Indian or foreign, for investing it in accordance with a defined investment policy.

Who are the Eligible Investors ?

In an AIF (Alternative Investment Fund), investment is open to all.

What is the Lock In Period ?

Since Category III scheme is open-ended, there is no lock-in period. However, investors might incur an Exit Load if they redeem their investments within a specified timeframe as outlined in the agreement.

How taxation for AIF works ?

For Category I and II AIFs, taxation is applied at the investor level, whereas for Category III AIFs, taxation is applied at the fund level.

How can an investor view the transactions and NAV in their account ?

The Fund's asset allocation, return attribution, top holdings, and liquidity information will be provided on a monthly basis, along with a detailed report at the end of each quarter. Additionally, the NAV for unitholders will be calculated at the end of every month.

What are Unlisted Investments ?

Unlisted investments refer to equity stakes in companies that are not traded on public stock exchanges. In the past, we have invested in Waaree Energies Ltd., Sambhv Sponge Power Pvt. Ltd., Kimbal Technologies Pvt. Ltd., Vikram Solar Ltd., Indo-Farm Equipments Ltd., Magicrete Building Solutions Pvt. Ltd., Jupiter International Ltd., and XYXX Apparels Pvt. Ltd.

Alternative Investment Fund
Name of AIF Niveshaay Hedgehogs Fund Niveshaay Sambhav Fund
Category of AIF Category III Category II
SEBI Registration IN/AIF3/24-25/1571 IN/AIF2/24-25/1607
Fund Manager Arvind Kothari Arvind Kothari