About Us

 

From the Director’s Desk

''Niveshaay was born with a long term vision of bringing the Portfolio Investment approach to savings in India, where the financial planning of households is still done by the ‘chachas and bhaiyas’ of the family. We strive to break this old tradition of taking investments advice from relatives and friends who are completely novice and make them understand the power of professional wealth management.''
 

KEY People


Arvind Kothari

(Founder and Director)
[B.COM, CA, CWA, CFA (U.S.)]
Former Industry Research Analyst at ICICI Bank


Has been practicing Equity Research and Investment Advisory for the last 5 Years and has given shape to one of its kind company that provides complete investment planning solutions. Has passion for Economics and has been conducting sessions at various prestigious institutes in Surat, Mumbai and Pune.

Has a vision that Indians should invest at least 10% of their savings in the Capital Markets which is currently only 2%. Has innovative approach towards finance and is impeccable with number crunching.

Amit Agrawal (Director)

[B.Com, CA (AIR 30), CS (AIR 12), CFA(US)]
Former Wealth Manager at Citibank, Mumbai


Amit brings along with him rich industry experience of working with Citibank in Mumbai for about 7 years, spanning multiple roles including wealth management, portfolio advisory and innovating and designing structured and other investment products for HNI and corporate clients.

He is a research enthusiast and believes in informed investing aimed at building a goal oriented portfolio for the overall wealth management of clients. Being a passionate entrepreneur, he now looks forwardto leverage his skills and experience with Niveshaay.

Dedicated Research Desk


Dipanjan Basu

Research Head


MBA (IBS Kolkata), Passed CFA level 2
Worked at Axis Bank ,Infosys ,Vodafone

Surbhi Aggarwal

Nivesh Shiksha Head


BCom (Hindu College , Delhi )
Worked at ICRA Limited , Evalueserve

Gunjan Kabra

Research Analyst


BSc Economics(NMIMS,Mumbai)
CFA Level II candidate

Siddhant Agrawal

Research Analyst


BBA major in Finance, Auro University
CFA Level II candidate

Our Philosophy


"We focus on emerging trends and businesses which are scalable and can generate higher ROE for long period of time and is also the best hedge against all types of financial volatilities."

Our Focus


In the long run, small and midcap companies prove to be a better investment opportunity because:
  • No or minimal institutional holdings
  • Less liquidity
  • Lesser known companies
  • Can become leader in niche market
  • Under-penetrated market with huge opportunity size

Our Process


Planning1

Planning

Plant_Visit2

Plant Visit

Meeting_Management3

Meeting the Management

Data_Collection4

Data Collection

How would we work with you?


Invest with professionals to achieve your financial goals!


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