Niveshaay
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Achieve your investment goals with

Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by Niveshaay Research Desk

Managed by

Arvind Kothari

SEBI Registered

INA000008552

Experience

10+ years

Investment Strategy

Value

Growth

Arvind is the Founder and Director of Niveshaay. Has been practicing Equity Research and Investment Advisory for the last 12 years and has given shape to one 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 an Industry Research Analyst, he has been successfully running Niveshaay Investment Advisors, which is a SEBI Registered Investment Advisory Firm. 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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Watch the Complete Webinar on Niveshaay’s Smallcase strategy for “Mid and Small Cap Focused Portfolio

Our Mission

Investor Charter

Watch Video

Watch the Complete Webinar on Niveshaay’s Smallcase strategy for “Mid and Small Cap Focused Portfolio

Our Mission

Investor Charter

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3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective.

02

Subscribe

Subscribe to the portfolio to get access to the constituents and future updates.

03

Invest

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

Confused about where to start?

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Easily track & manage your portfolio
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1-click portfolio execution
SIP to grow your investment
Seamless performance tracking

All your questions answered

Frequently asked questions

What are the products offered?
Niveshaay offers Mid and Small Cap portfolios of 15-20 stocks to generate superior returns for clients with a tenure of three to five years.
What is their investment philosophy?
At Niveshaay, we have continuously invested in stocks that are available reasonably and have huge earning potential upside. There is a high possibility that these stocks don’t come on the radar for a prolonged period of time of Institutional Investors or other big value investors. Once, it gets recognized by the Elephants of the stock market, it could turn out to be a good investment and the investor can be handsomely rewarded., We strongly opine the fact that investment opportunities abound for investors in India. As Peter Lynch says by simply observing business developments and taking notice of your immediate world, one can discover potentially good and successful companies. We are of the perspective that Investing isn’t just confined to the four walls of office and laptops, there is a need to travel to different cities, visit exhibitions for improving business understanding and knowing new trends. , Apart from this, we keep meeting the management of varied business interests to understand different businesses at the micro-level. This helps in gaining knowledge on different business models, industry trends as we are in talks with the person who actually deals in the respective industry and also enables us to explore the unexplored investment opportunities., Not getting bogged by any complex investing methodology, we also believe in exploiting short-term market opportunities and take cyclical advantage of any industry trend. Hence, we believe and have done Tactical Investments too in past., We are a firm believer of the fact that as an investor /fund manager, one needs to continuously evolve, stick to your roots, improve every day, and do Good Karma!
What is a smallcase?
A smallcase is a curated basket of stocks/ETFs* 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.
How can I cancel my eMandate?
One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.
More questions? Check out help section