Most Asked Questions by Niveshaay Investors

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1. What is the ideal holding period for Niveshaay smallcases?

At Niveshaay, our investment strategy is oriented towards the long term, with a focus on sectors and industries poised for high growth in terms of revenue, earnings, and cash flow. This could be due to industry-wide healthy tailwinds or the turnaround of a particular company.

Typically, our investment horizon spans at least three years.

2. How subscriber should invest right now – Lumpsum or SIP?

At present, it seems that specific micro-cap stocks are overvalued, emphasizing the importance of exercising caution in investment decisions. Therefore, we advocate adopting a systematic investment plan (SIP) approach and the event of any alteration in the deployment approach, we will provide recommendations accordingly.

3. What is the rebalancing frequency of smallcase and is the investment rationale shared with investors?

Our dedicated research team consistently monitors the portfolio, tracking each company and its developments. We promptly rebalance when there are notable changes in fundamentals or market sentiment, or when new company-specific opportunities emerge. Yes, we provide brief research rationale during rebalancing and it is available on the Smallcase Application.

4. What return should investors expect in the next 10 yrs?

We advise investors to uphold long-term investments to maximize returns, particularly given the market’s volatility. It’s important to note that in accordance with SEBI regulations, we refrain from making any commitments or assurances of guaranteed or risk-free returns to investors.

5. How we can get in touch personally with manager?

We’ve organized meet-and-greet gatherings in Bangalore, Chennai, and Mumbai, and we’re eager to extend our reach to additional cities in the near future. These events allow us to forge personal connections with our subscribers.

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Disclosure:
NIVESHAAY INVESTMENT ADVISORS
Investment Advisor Registration Number : INA000017541 | BASL Membership ID : 1938 | Contact : +91 8200384930
Registered Office Address : Office no. 508, 5th floor, SNS Platina opposite Shrenik Residency, Near OM Sai Row house, Vesu, Surat, Gujarat,395007
Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The securities quoted are for illustration only and are not recommendatory.

Arvind Kothari

Founder - Niveshaay Investment Advisors | The content in this article is purely the author’s personal opinion and is for informational and educational purposes only. It should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products. The views and opinions stated in the content belong to the author. NIVESHAAY INVESTMENT ADVISORS does not uphold nor promote any of the views / opinions. | NIVESHAAY INVESTMENT ADVISORS is a SEBI registered research analyst (Regn. No. INA000017541)

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The views expressed in this article are those of the author and do not necessarily reflect the views of Smallcase Technologies Private Limited (STPL) or any of its associates. The information provided in this article is for educational and informational purposes only. Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision. Investors should understand that his/her investment decision is based on personal investment needs and risk tolerance, and performance information available on here is one amongst many other things that should be considered while making an investment decision. Past performance does not guarantee future returns.

Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The examples and/or scurities quoted (if any) are for illustration only and are not recommendatory.

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