Welcome To Nivesh Niyam

Sustainable Wealth Growth Via Value Creation

About Us

Who we are

Nivesh Niyam is a boutique Investment Advisory and Portfolio Management Services Firm with special emphasis on business analysis based Research-driven approach. Our core focus is on stocks which have the potential to give market-beating returns in the long term. We follow an approach of Second Order Thinking which helps us find companies that have potential to deliver great returns.
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We always put investors interest first
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How we are different

Why choose us

We firmly believe in the principle of not looking at stock as just an asset but to look at it as a company which runs business. Hence a business-analysis based research-driven approach is the crux of our strategy.

Our deep understanding of various businesses and the entrepreneurs running it across multiple sectors gives us a rare and valuable insight, setting us apart in industry

Trust us to be your partners in wealth creation journey as we commit to stay true to our process and give our best at all times.

What can you expect from us?

Long-term relationship built on fairness, trust, transparency and proactiveness.

Trusted partner in building wealth systematically for long term goals like retirement or for the next generation.

Customised approach and solution that caters to your requirements as against model portfolio approach.

How We Think

Our Strategy for your Success

01.
Goal based investment
For us, it’s all about you, your goals and how we can make money work for you to help achieve all your goals.
02.
Research based approach

We like to think of ourselves as business analysts first and then as a financial analyst.

03.
Philosophy

We see equity as a company that does business and not as an asset that is to be traded.

04.
Stock selection approach
We believe in chasing after companies where there is visibility of future earnings growth and the returns will soon follow suit.
05.
Risk adjusted returns
For us, the returns generated should always be able justify the risks taken to achieve it.
06.
Portfolio level approach
We aim for superior returns at a portfolio level rather than being obsessed with individual stocks.
07.
Multi-cap approach
We don’t like to box investments as per market cap’s. For us risk exists in not knowing the business well enough and not as per the market cap size of company.
08.
Probabilistic thinking
We see all our decisions in terms of probabilities which keeps us better grounded to be prepared for unexpected.
WHAT ARE YOU WAITING FOR…

Book a Free
Session with us

Book a session with us to help us understand your goals and your expectation so that we can work with you to the best of our ability.

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