Niveshaay

We provide Equity Baskets portfolios and manage AIFs- 'Niveshaay Hedgehogs Fund' and 'Niveshaay Sambhav Fund'.

[Niveshaay @niveshaay]

https://t.co/UDM4mJAQCr

[Niveshaay @niveshaay]

High conviction meets the capital city . 🏛️✨

Delhi is known for bold ideas, strong opinions, and conversations that leave an impact.
So, we're bringing one more to the table.

Join our founder, @arvind_kothari , for a morning of thoughtful conversations shaped by perspectives, experiences, and insights.

Whether you've been part of the Niveshaay journey for years or are just getting acquainted, we'd love to meet you.

🗓️Date - Sunday, 7th June 2026
🕗Time - 10:30 AM

📍Location - https://t.co/8YlJBGmSpK
🔗Register here - https://t.co/RowkmeiYwa

#Niveshaay #Investorsmeeting #Delhi #NiveshaayMeetandGreet #CapitalAndConviction #LongTermInvestment #Delhiinvestors

[Niveshaay @niveshaay]

https://t.co/s0HuZjX8k9

[Niveshaay @niveshaay]

Beyond the traffic, Bengaluru showed up.✨

For a city where distances are measured in minutes, seeing 85+ people come together for a Meet & Greet in such a short span was truly special.

The turnout was heartening, but what stood out even more was the energy in the room.

Thank you to everyone who took the time to join us, spent their evening with us, and made the gathering so memorable.

Until next time, Bengaluru.🤝

@arvind_kothari @KabraGunjan @csvikramsharma @keshavsureka
#Niveshaay #Investorsmeeting #Bangalore #NiveshaayMeetandGreet #CapitalAndConviction #LongTermInvestment

[Niveshaay @niveshaay]

Hyderabad, Let’s Meet. 🤝

Our founder, Arvind Kothari, will be heading to your city for an evening centered around investing, markets, and long-term wealth creation.

Whether you’re an investor, a market enthusiast, or simply curious, this evening is open to everyone.

Honest perspectives. Meaningful Takeaways.

🗓️Date - Friday, 5th June 2026
🕗Time - 7:00 PM

📍Location - https://t.co/5wrdrcU4fw
🔗Register here - https://t.co/dC81uclKeM

@arvind_kothari #Niveshaay #Investorsmeeting #Hyderabad #NiveshaayMeetandGreet #CapitalAndConviction #LongTermInvestment #Hyderabadinvestors

[Niveshaay @niveshaay]

Namaskara Bengaluru! 🙏🏻

After an incredible evening in Delhi, our founders are now heading to Bangalore, the city that thrives on ideas, ambition, and endless cups of coffee.

Join the founders of Niveshaay for an intimate Meet & Greet.

Where we discuss markets beyond the headlines, long-term wealth creation, and the philosophy that guides our investing decisions.

📍Location: https://t.co/4xd4tR8Xg1
🔗 Register here: https://t.co/RCIMqbNkMT

See you there, Bangalore!

@arvind_kothari @KabraGunjan @csvikramsharma
#Niveshaay #Investorsmeeting #Bangalore #NiveshaayMeetandGreet #CapitalAndConviction #LongTermInvestment #Bangaloreinvestors

[Niveshaay @niveshaay]

Delhi conversations > Delhi weather.☕✨

A room full of sharp minds, differing lenses, and one common trait, curiosity that compounds.

Good discussions rarely happen on stage.
They happen across coffees, side conversations, and the “one last point before we leave” moments.

Always refreshing to exchange perspectives with people building patiently, backing conviction, and thinking long term. 🥂

@arvind_kothari @yugal_rathi #DhavalDave
#Niveshaay #Investorsmeeting #AIF #NiveshaayMeetandGreet #Delhi #CapitalAndConviction #LongTermInvestment

[Niveshaay @niveshaay]

What does it really take to build conviction in a stock? 📈

In this conversation with @smallcaseHQ, our founder @arvind_kothari shares how long-term investing is shaped not just by numbers, but by deep research, on-ground scuttlebutt, pattern recognition, and the ability to stay optimistic when markets aren’t.

From India’s next manufacturing & engineering wave ⚙️ to lessons from missed multibaggers, the discussion unpacks what it really takes to identify businesses that can compound over decades.

A thoughtful conversation on investing, conviction, and the future of Indian businesses.

Watch the full conversation here 🎥
https://t.co/CSyUz445A8

[Niveshaay @niveshaay]

India’s next infrastructure opportunity may not look like infrastructure at all.

It looks like intelligence layers, connectivity systems, and execution-heavy technology quietly integrating into the grid.⚡

A sharp perspective from our conversation with Ayush Sinhal, Founder of Kimbal, on building in India’s evolving energy-tech ecosystem.

🎙️ Full podcast available here : https://t.co/NMYhDevOzi

@arvind_kothari @KabraGunjan @csvikramsharma
#Kimbal #PodcastClip #EnergyInfrastructure #BusinessPodcast #Niveshaay #EnergyTech #IndiaGrowthStory #Entrepreneurship

[Niveshaay @niveshaay]

Some conversations leave you with more than just insights - they leave you with perspective. 🎙️

In our latest podcast, Ayush Sinhal joins Niveshaay to unpack the journey of building Kimbal from scaling its smart meter business to expanding into battery management systems and AI-led grid solutions shaping India’s energy future.

We also dive into:
▸ The conviction behind Kimbal’s early product bets
▸ The growing data center opportunity
▸ Lessons from building a deep-tech hardware business in India
▸ What “more than capital” truly means in a founder-investor partnership

Having partnered with Kimbal since 2023 across multiple funding rounds, this conversation offers a closer look at long-term investing, innovation, and India’s energy transition story.

Watch the full podcast here: https://t.co/NMYhDewmoQ

@arvind_kothari @KabraGunjan @csvikramsharma
#SmartMeters #BatteryManagement #AI #Entrepreneurship #StartupIndia #Investing #IndianMarkets #Niveshaay

[Niveshaay @niveshaay]

Why spend $4M to stop a $20K drone?
In 2026, the answer is simple: You don’t. You change the math. 🛡️📉

India’s defence story is no longer aboutt importing capability.
It’s about exporting deep-tech.

With defence exports hitting a record ₹38,424 Cr and a ₹7.85 Lakh Cr budget push, capital is rapidly moving toward:
🛸 Autonomous systems
🔐 Quantum-secure networks
🛡️ Indigenous intelligence & defence tech

This is Engineering Dominance at scale.

👉Read our Blog here: https://t.co/iaZV72uula

👉Want to understand Defence sector? Watch our webinar here: https://t.co/O1Yo5hZRXa

@arvind_kothari @KabraGunjan @csvikramsharma #KeyurVadaliya #NukulMadaan
#Defence #IndiaGrowthStory #DefenceSector #MakeInIndia #DeepTech #Investing #Aerospace #IndianMarkets #DefenceStocks #Niveshaay

[Niveshaay @niveshaay]

24 Hours of Investor-Founder Synergy!

Ideas moved naturally, stories kept unfolding, and every interaction carried a level of ease that only comes with genuine trust.✨

Somewhere between the podcast setup, the celebration, the random office huddles, and conversations around the growing smart-meter opportunity at Kimbal, the day found its own rhythm.

When you find an entrepreneur who speaks your language, you don’t just invest, you grow together.🤝

It’s the kind of synergy you can't document in a report, but you can definitely feel in the room.

@arvind_kothari @KabraGunjan @csvikramsharma
#Smartmeter #ADaywithFounder #Niveshaay #Investorfoundersynergy

Niveshaay Investment Management Private Limited
SEBI Reg No : IN/AIF3/24-25/1571, IN/AIF2/24-25/1607

[Niveshaay @niveshaay]

@KapilAg68861506 @smallcaseHQ @SEBI_India Hello Sir, our team has reached out to you via email regarding this matter. It will be resolved at the earliest.

[Niveshaay @niveshaay]

They say the best investments are the ones where you don’t just believe in the product, but in the person behind it.

Welcoming Ayush Sinhal to Surat was one of those moments that reminded us why the strongest partnerships are built on relationships that go beyond business.✨

From an interactive Q&A that left our team inspired to a beautiful evening of celebration, the day was a perfect blend of professional depth and personal warmth.

At Niveshaay, we know that capital can start a journey, but it’s the vision of the founder that carries it through.

Our third consecutive round in Kimbal is a testament to that very belief.🤝

@arvind_kothari @KabraGunjan @csvikramsharma
#BackingFounders #IndianStartups #FounderJourney #GrowthCapital #SmartMeter #YoungEntrepreneurs #Niveshaay

Niveshaay Investment Management Private Limited
SEBI Reg No : IN/AIF3/24-25/1571, IN/AIF2/24-25/1607

[Niveshaay @niveshaay]

Everyone wants exposure to AI.
But is enough attention going to the infrastructure behind it?

Re-sharing our latest webinar exploring India’s AI & Data Center buildout and the ecosystem enabling it, in case you missed it the first time. ⚡

🎥Click here to watch the full session: https://t.co/MBvermXROm

[Niveshaay @niveshaay]

Sector Playbook Series | Part 2 : India’s AI & Data Center

Is this the most underappreciated opportunity of the decade? As AI scales, the real shift is happening beneath the surface, the infrastructure powering it.

In this webinar, Niveshaay’s Research Analysts break it down:
• AI workloads demand ~10x more power → cables, transformers, cooling emerge as key enablers
• Data localization → global players building on Indian soil
• Capacity scaling to ~2GW by 2026
• High CAPEX → strong structural moats

The real question: Is your portfolio aligned with the physical layer of India’s tech stack?

🎥Watch the full session: https://t.co/MBvermXROm

@arvind_kothari @KabraGunjan @csvikramsharma @ajaysurya37 @keshavsureka @patel_tej49991 #MuskanLadha #Niveshaay #DataCenters #TechStack #IndianStockMarket #DigitalIndia #Infrastructure #AIInfrastructure #LongTermInvesting #WealthCreation #SectorPlaybookSeries

[Niveshaay @niveshaay]

Beyond markets, beyond noise, good investing begins with good thinking.

1 day to go until the Wealth Expo. ⏳

A space to explore businesses, ideas, and long-term opportunities through the Niveshaay lens.

📍 Stall 215
🤝 See you there.

📅 8th – 10th May
🕙 10:00 AM – 7:00 PM
📍 SIECC, Sarsana Dome, Althan, Surat

@arvind_kothari @KabraGunjan @csvikramsharma @yugal_rathi @nkshtrx @BhattarArjun @SGCCI_Surat
#JITO #WEALTHEXPO2026 #NiveshaayAtExpo #SuratEvents

[Niveshaay @niveshaay]

The most interesting part of a Wealth Expo isn't what you hear, it’s what you discover for yourself.

3days to go!⏳

•We’re all set to welcome you at the Wealth Expo, 2026.
•Cutting through the noise to show you our actual process.
•Guided walk-through of our services, designed for every stage of growth.
•Locally grown, research-driven, and ready for your questions. We’ve made sure our stall is the most insightful stop on your map.

📅 8th – 10th May | Stall 215
🕙 10:00 AM 7:00 PM
📍 SIECC, Sarsana Dome, Althan, Surat

@arvind_kothari @KabraGunjan @csvikramsharma @yugal_rathi @nkshtrx @BhattarArjun @SGCCI_Surat
#JITO #WEALTHEXPO2026 #NiveshaayAtExpo #SuratEvents

[Niveshaay @niveshaay]

Sector Playbook Series | Part 2 : India’s AI & Data Center

Is this the most underappreciated opportunity of the decade? As AI scales, the real shift is happening beneath the surface, the infrastructure powering it.

In this webinar, Niveshaay’s Research Analysts break it down:
• AI workloads demand ~10x more power → cables, transformers, cooling emerge as key enablers
• Data localization → global players building on Indian soil
• Capacity scaling to ~2GW by 2026
• High CAPEX → strong structural moats

The real question: Is your portfolio aligned with the physical layer of India’s tech stack?

🎥Watch the full session: https://t.co/MBvermXROm

@arvind_kothari @KabraGunjan @csvikramsharma @ajaysurya37 @keshavsureka @patel_tej49991 #MuskanLadha #Niveshaay #DataCenters #TechStack #IndianStockMarket #DigitalIndia #Infrastructure #AIInfrastructure #LongTermInvesting #WealthCreation #SectorPlaybookSeries

[Niveshaay @niveshaay]

We at Niveshaay, through the Hedgehogs Fund, are proud to have been early backers of Kimbal and to continue this journey through the Niveshaay Sambhav Fund alongside GEF Capital.

This marks our 3rd consecutive investment, reflecting deep conviction and a long-term partnership as Kimbal scales.

From a monthly run rate of ₹7–8 crore at our first investment to ₹200+ crore in just two years, the journey has been remarkable.

From our very first interaction, Ayush stood out for his clarity on the Energy Transition opportunity and his long-term vision. Even then, it was evident that smart meters were just the starting point.

Today, @KimbalStories is building at the intersection of one of the most defining themes of this decade, energy security and smarter power infrastructure, while expanding from India to global markets, driven by strong execution and top-tier talent.

We are excited to have GEF Capital partnering with us on this journey. Their track record in backing category leaders adds further strength to what lies ahead.

As the energy transition accelerates globally, the need for smarter, more adaptive power grids will only grow and Kimbal is well positioned for the opportunities ahead.

🔗 Media coverage : https://t.co/Aw6jy5JAxS , https://t.co/5bMovYGm87

@arvind_kothari @KabraGunjan @csvikramsharma @ChandreshMalpa @BhattarArjun #AyushSinhal #AmitAgrawal