Niveshaay
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Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Niveshaay Research Desk

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Resolved during the month

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Pending at the end of the month

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Managed by

Arvind Kothari

SEBI Registered

INA000008552

Experience

8+ years

Investment Strategy

Value

Growth

Arvind is the Founder and Director of Niveshaay. Has been practicing Equity Research and Investment Advisory for the last 8 years and has given shape to one of its kind company that provides complete investment planning solutions. He has a vision that Indians should invest at least 10% of their savings in the Capital Markets which is currently only 2%. After 2 years stint at ICICI Bank as Industry Research Analyst, he has been successfully running Niveshaay Investment Advisors, which is a SEBI Registered Investment Advisory Firm. Spearheading Equity Portfolio Advisory Services in Surat, he has clients present across multiple metro cities in India as well as abroad. Being a Chartered Accountant (CA) and Chartered Financial Analyst (CFA) himself, he has an inherent passion for Economics and been conducting sessions at various prestigious institutes in Surat, Mumbai and Pune.

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3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective.

02

Subscribe

Subscribe to the portfolio & get access to the constituent stocks & weights.

03

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

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All your questions answered

Frequently asked questions

What are the products offered?
Niveshaay offers focused Mid and Small Cap Portfolio of 12-15 stocks to generate superior returns for our clients with a tenure of two to three years.
What is their investment philosophy?
Our Stock Selection Approach - , Finding companies involved in the peripheral industry of an already established trend which have a significant market share. , Finding sector going through a supply side consolidation in industry for a long term, for companies to gain market share. , Finding companies with right capital approach, optimum debt-equity mix and correct leverage levels.,
What is a smallcase?
A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of Niveshaay. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.
Who can subscribe to these smallcases?
Niveshaay decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to Niveshaay’s Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,
How do I track my smallcases?
When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.
Are there lock-in periods?
There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
More questions? Check out help section