Arvind Kothari

Niveshaay

Financial Advisor

Service Location

Surat

Professional Licenses

None Listed

₹

Commission Based Financial Advisor

May be commission conflicts

This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.

Contact Information

Address

Office no. 508, 5th floor, SNS platina opposite shrenik residency, Near OM Sai Row house, Vesu Surat - 395007, Gujarat.

Website

https://niveshaay.com/

Client Focus & Services

Best suited for

Individuals and families seeking comprehensive financial planning guidance. Clients looking for help with investment decisions, retirement planning, tax optimization, and wealth accumulation strategies. Ideal for those at any life stage who want professional advice managing their financial future.

Problems solved

Lack of clear financial direction, uncertain investment strategy, inadequate retirement savings, inefficient tax planning, uncoordinated financial decisions, difficulty setting and achieving financial goals, confusion about insurance needs, optimizing portfolio allocations.

What this advisor does NOT do

This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation which may create potential conflicts of interest.

About Arvind Kothari

Arvind Kothari is the Founder and Director of Niveshaay. With a strong educational background, holding a B.COM degree along with CA and CWA qualifications, he has amassed over 12 years of experience in Equity Research and Investment Advisory. Arvind initiated his professional journey as an Industry Research Analyst at ICICI Bank, where he honed his financial acumen.

His journey into the wealth management industry was influenced by the complexity he observed and the need for investors to comprehend it better. This realization, nearly a decade ago, prompted him to make a significant career shift. Arvind decided to step away from his role and venture into advising on wealth management, initially assisting his family and friends with their investments. This decision marked the inception of Niveshaay, a venture he passionately leads.

Arvind Kothari firmly believes in the power of entrepreneurial decision-making over the more traditional approach of analyzing quarterly performance like an industry analyst. This perspective on wealth management and investments has become an integral part of the culture at Niveshaay, reflecting his commitment to a more dynamic and hands-on approach to financial success.

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