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

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

He has been practicing Equity Research and Investment Advisory for the last 5 Years and has given shape to one of its kind companies that provide complete investment planning solutions. He has passion for Economics and has conducted sessions at various prestigious institutes in Surat, Mumbai and Pune. He has a vision that Indians should invest at least 10% of their savings in the Capital Markets which is currently 2% only. He has an innovative approach towards finance and also is impeccable with number crunching.

Rishabh Dakila

CA[B.Com, LLB, CFA (U.S)]

Completed his Chartered Accountancy at the age of 21, and also one of the few in our city to have completed CFA (U.S.). His analytical skills have helped Niveshaay develop investment models which are superior in terms of risk-reward criteria. With his ‘out of the box’ approach, he is able to forecast emerging trends in various asset classes which is one of the best tools required for allocation among asset classes.

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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