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

At Niveshaay, we invest with an entrepreneurial mindset — one that goes beyond spreadsheets and focuses on understanding the real stories behind businesses. Our approach centers on identifying emerging, under-the-radar companies with strong growth potential and ethical, founder-led leadership. We combine deep fundamental analysis with on-ground research through plant visits, distributor checks, and direct conversations with promoters. Rather than chasing trends, we focus on quality businesses with scalability and long-term value creation. We believe in high-conviction, concentrated portfolios backed by thorough due diligence.

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 he established in 2017.Prior to this, he worked at ICICI Bank, where he conducted comprehensive industry research on various sectors like solar, capital goods etc. Post this, with an intention to make wealth management and investing simple, he established Niveshaay Investment Advisors. Throughout more than a decade of experience, his approach remains unchanged: deeply understanding businesses, investing in promising entrepreneurs, conducting ongoing research, and maintaining continuous engagement with industry professionals and entrepreneurs. This commitment has enabled him to minimize bias across sectors and capitalize on emerging opportunities often overlooked by other investors, such as in renewables and electronics. He firmly believes in trusting entrepreneurs' judgments over scrutinizing quarterly performance, a principle ingrained in the culture of his firm.A firm believer in Indian entrepreneurial blossoming and the India growth story, Mr. Arvind wants to scout for such great managements, play a significant role in these companies by either providing growth capital or helping them by leveraging his entrepreneurial /investors network built over the years. Apart from this he also actively participates in webinars, talking about emerging industry trends and his investment strategies and also got featured in prominent publications like Economic Times, Business Standards, Money Control, 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

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