Niveshaay Investment Management Private Limited
AUM (Cr.)
661.29
No. of Clients
425
No. of Investment Approach
1
As On
31 May 2025
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.
| AIF Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Niveshaay Hedgehogs Fund |
CAT III - LONG ONLY | NA | NA | NA | NA | Oct 2024 |
* All performance above are as on 30th June 2025, * Above 1 year returns are in CAGR*
Portfolio Manager Profile
Mr Arvind Kothari
Founder and Fund manager
Videos
NA
Articles
NA
News
NA
AMC Registered Address
610, SNS Platina, Near Someshwara Enclave, Vesu, Surat, Gujarat-395007
SEBI Reg No : IN/AIF3/24-25/1571
AMC Investor Login Link
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AMC Website Link
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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.