Arvind Kothari
Founder and Director
Over 15 years of experience in Equity Research and Investment Advisory, he started his journey as an Industry Research Analyst at ICICI Bank. Nearly a decade ago, after working in the finance industry and understanding its nuances, it caught his observation and interest that the wealth management industry was a little complex for investors to understand which induced him to quit his job. He then, started with advising on wealth management and leading investments for his family & friends. That’s how Niveshaay was born. He has a firm belief that taking entrepreneur calls work better than questioning quarterly performance like an analyst and has developed that culture in the enterprise too
He has completed his Chartered Accountancy (CA) from the ICAI. He also has the Chartered Financial Analyst (CFA) designation, conferred by the CFA Institute.
Our Team
Bhavin Solanki
Technical HeadHe brings over 12 years of experience as a Technical Investor and widely recognized for his knowledge and work in the finance industry. At Niveshaay he aptly combines the three Inter related trends of investing: Business Trends, Financial Trend & Price Trend. He is a graduate in Mechanical Engineering from Pune.
Vikram Sharma
Head of ResearchHe brings along over 6 years of experience in equity research and portfolio management. He is recognised for his fundamental research work and analytical skills in the industry with a strong focus on emerging data points. He is a CFA (US), CS and a commerce graduate from Surat.
Gunjan Kabra
Head of ResearchShe has over 7 years of experience in equity market and is widely known for her Research Reports in the industry. During the course she refined her research process and learnt the intricacies of building different business. She is graduate in BSc in Economics from NMIMS, Mumbai and has completed CFA(US) Level- II.
Ajay Surya
Senior Research AnalystHe has over 5 years of experience in the equity market. He is engaged in research on various sectors and industries, applying his strong research and analytical skills. He is qualified Chartered Accountant (ICAI). He has also completed CFA (US) level II.
Chandresh Malpani
Senior Research AnalystHe has over 3 years of experience in financial industry. Having served as an Assistant Manager at Deloitte Haskins & Sells, and previously as an Executive at BSR & Co LLP (KPMG), he brings a wealth of expertise to our team. He is qualified Chartered Accountant (ICAI).
Karan Sanwal
Senior Research AnalystHe has over 3 years of experience in the equity industry. His expertise includes monitoring and analyzing data on various sectors. Prior to this he worked as a Business Research Analyst at Awfficacy. He has completed CFA (USA) Level III and also holds MBA degree in Finance.
Ganesh Sonawane
Chief Operations ManagerHe has over 15 years of experience in the financial service industry. He brings rich knowledge in operations and leads client onboarding and handling their financial queries. He has done graduation in commerce.
Aditi Bhatted
Head of Private EquityShe has over 6 years of experience in financial industry. She plays an important role in handling fund raise for private equities. Prior to this, she worked with Capital First Ltd as a Credit Manager. She holds a degree in commerce from Madras University and completed her Chartered Accountancy (CA) from the ICAI.
Arjun Bhattar
Private Equity AnalystHe holds around 4 years of experience in the capital market,began his career at De Wise Advice Pvt Ltd, where he specialized in debt financing. He then honed his skills in investment banking at Ambit and EY, specializing in fundraising via IPOs and M&A . He is qualified Chartered Accountant (ICAI) and has also completed CFA (US) level II.
Krishna Agrawal
Senior - Business DevelopmentHe brings along 4 years of experience in the equity industry. He holds a strong business skills and deep understanding of market dynamics and possesses a keen insight into identifying new business opportunities. He is a graduate in commerce from Ahmedabad University and has completed CFA (US) level II.
Shristi Jain
Research AnalystShe holds over 2 years of experience in Equity Market . Prior to Niveshaay she worked in Abakkus Asset Manager LLP as Product & Research Associate. He has completed CFA (USA) Level III.
Naman Parmar
Research AnalystHe has three years of valuable experience within the financial industry. He is engaged in research on various sectors and industries, applying his strong research and analytical skills. Prior to Niveshaay, he worked at Yellow Jersey Investment Advisors. He has completed CFA (USA) Level III.