Niveshaay Investment Management Private Limited – Portfolio Management Services (PMS)

Niveshaay employs an entrepreneurial investment philosophy, extending beyond quantitative analysis to comprehend the intrinsic narratives of businesses. Our strategy is predicated on discerning nascent, often overlooked enterprises exhibiting robust growth prospects and guided by ethical, founder-driven management. This is achieved through a synthesis of rigorous fundamental examination and practical, on-site investigative methods, including site inspections, supply chain assessments, and direct engagement with company principals. Our focus is on identifying businesses of superior quality with inherent scalability and the capacity for sustained long-term value generation, as opposed to speculative trend-following. We advocate for concentrated portfolios characterized by high conviction, underpinned by comprehensive due diligence processes.

AUM (₹ Cr)

661.29

Clients

425

As On

31 May 2025

Portfolio Managers & Fund Management Team

Mr Arvind Kothari

Founder and Fund manager

Arvind Kothari is the Founder of Niveshaay Investment Advisors, a SEBI Registered Investment Advisory Firm established in 2017. Previously, he was associated with ICICI Bank, where he undertook in-depth industry analysis across diverse sectors, including solar and capital goods. Driven by a vision to simplify wealth management and investment, he subsequently founded Niveshaay Investment Advisors. With over a decade of experience, his investment philosophy has remained consistent: a profound understanding of businesses, investment in promising entrepreneurial ventures, continuous research, and sustained interaction with industry experts and founders. This disciplined approach has allowed him to mitigate sector-specific biases and identify growth prospects in nascent industries like renewables and electronics, often missed by the broader market. A cornerstone of his strategy is placing confidence in the vision of entrepreneurs, prioritizing their long-term perspective over short-term financial metrics, a tenet reflected in the firm's operational ethos. A staunch advocate for the burgeoning Indian entrepreneurial ecosystem and the nation's economic expansion, Mr. Kothari aims to identify exceptional management teams. He actively contributes to the growth of these companies by providing capital for expansion or by facilitating their progress through his extensive network of entrepreneurs and investors cultivated over the years. Furthermore, he frequently participates in industry webinars, sharing insights on emerging sector trends and his investment methodologies. His expertise has also been recognized through features in leading financial publications such as The Economic Times, Business Standard, Money Control, and Live Mint, among others.

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Regulatory Information

SEBI Registration: IN/AIF3/24-25/1571

Registered Office: 610, SNS Platina, Near Someshwara Enclave, Vesu, Surat, Gujarat-395007

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)