Niveshaay
@niveshaay • 16,078 subscribers
We provide Equity Baskets portfolios and manage AIFs- 'Niveshaay Hedgehogs Fund' and 'Niveshaay Sambhav Fund'. https://t.co/5adzbl8qie
Videos
We just dropped our most in-depth webinar yet, part of our Sector Playbook Series. India’s Aerospace & Defence sector is not just growing. It’s following a proven wealth-creation blueprint.🛡️ Global supply chains are shifting. The West is constrained. India brings the trifecta: Skilled capability, structural cost advantage, and strong policy backing. The numbers say it all: ₹7.84 Trillion defence budget. ₹3.3 Trillion procurement pipeline. 15x export growth since FY14. This is a multi-trigger, self-reinforcing cycle- where policy, demand, and execution are all compounding together.🚀 👉Watch the full webinar here: Arvind Kothari Gunjan Kabra Vikram Sharma Karan Sanwal #KeyurVadaliya #RajAgrawal #AerospaceAndDefence #IndiaInvesting #Niveshaay #DefenceStocks #Atmanirbhar
Niveshaay19,907 views • 3 months ago
Big moves in markets don’t begin with headlines- they begin with structural shifts! In this conversation, our Founder, Arvind Kothari, joins Kunal Shah from Upsurge to decode what’s really shaping the next phase of markets. ✅When the next bull run could begin and what signals we are tracking. ✅How we differentiate cyclical tailwinds from structural transformations. ✅The global push toward local manufacturing and India’s export opportunity. ✅Aviation, defence, and policy-led conviction investing. ✅AI hype cycle or durable backbone? ✅ Energy storage and where real value lies in BESS, and so much more. This isn’t noise. It’s framework. If you’re thinking about cycles, capital allocation, and long-term structural themes, this one is worth your time. 🎥 Watch the full conversation here : Arvind Kothari Upsurge.club Kunal Shah
Niveshaay12,874 views • 5 months ago
Day 1 | Dhandho Valley 2.0 ✨ From thought-provoking conversations to meaningful connections, Day 1 reflected India’s evolving growth story — powered by people who believe in building, not just predicting, the future. As the day closed, Garba united everyone, celebrating Surat’s vibrant tradition and the Dhandho spirit. 💃 Arvind Kothari Gunjan Kabra Vikram Sharma
Niveshaay10,678 views • 9 months ago
IPOs aren’t just about listing gains—they're about identifying tomorrow’s market leaders early! With India's economic expansion accelerating, the IPO space is buzzing with opportunities. We are thrilled to announce our latest smallcase—Niveshaay IPO Basket, launching on 16th, February 2025! Stay tuned. 🔔✨ Ajay Surya smallcase #NiveshaayIPOBasket #IPOBoom #HoldForGrowth
Niveshaay15,295 views • 1 year ago
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