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.''
(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
Worked at Axis Bank ,Infosys ,Vodafone
Nivesh Shiksha Head
Worked at ICRA Limited , Evalueserve
CFA Level II candidate
CFA Level II candidate
"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."
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