Equity Basket

Access from ₹1,200/m

Trends Trilogy Fundamental

2Y CAGR

XX.X%

5Y CAGR

XX.X%

Since Inception

XX.X%

🔒 Returns are visible to logged-in investors only.

▲

High Volatility Investment

Minimum Investment

₹97,020

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The thinking
behind the basket.

Three trends. One decision.

Business Trend, Financial Trend and Price Trend. We act only where all three line up, a high-growth company, an emerging sector or one at new highs, a large opportunity size, and charts backed by good earnings.

Fundamental and technical, together.

A classic blend of the two main schools of thought in equity markets. Fundamental analysis picks the right company; technical analysis provides the correct entry and exit timing, considering earnings visibility.

Avoid bias. Build conviction. Ride the trend.

Most importantly, this blended approach helps us avoid bias, build conviction, and ride the trend for a long period of time, rather than exit at the first wobble.

Want Fundamentals and charts together.

You do not want to choose between fundamental and technical analysis. You want the right company and the right timing, both working together.

Hold Through the full trend.

You understand that riding a trend takes patience. You want a manager who stays with a business as long as its earnings and charts keep confirming the thesis.

Trust The data over the noise.

You want conviction built on real data points and earnings visibility, not tips, and not a narrative borrowed from a magazine cover.

CDSL shows how this works. Its profit stayed rangebound before COVID. In April 2020, we saw demat accounts rising fast, and invested after the June 2020 results. Good earnings and charts let us ride the trend to four times our cost.

Arvind Kothari

Founder - Niveshaay

Live performance unlocks
after login.

2Y CAGR

XX.X%

5Y CAGR

XX.X%

Since Inception

XX.X%

🔒 Returns are visible to logged-in investors only.

▲

High Volatility Investment

Equity baskets like this carry high volatility. Returns shown on the platform are calculated as per SEBI norms and are not a promise of future performance. Past performance does not guarantee future results.

Minimum Investment Amount

₹97,020

Get access from ₹1,200/m

Subscribe & Invest

Sector / Company Type	Weight
Business Trend Mid Cap · High growth, emerging sector	XX.X%
Business Trend Small Cap · Large opportunity size	XX.X%
Financial Trend Mid Cap · Earnings visibility	XX.X%
Financial Trend Small Cap · Margin expansion	XX.X%
Price Trend Mid Cap · Sector at new highs	XX.X%
Price Trend Small Cap · Charts backed by earnings	XX.X%

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How weights
are decided.

Weights are set by business potential and earnings visibility, balanced against valuation, management quality, and how much each name should influence the portfolio. Higher-conviction positions carry more weight. We rebalance when the thesis changes, and every change is explained in a Manager's Update.

NIAPL NIA

Grievance Redressal Matrix

Details of Designation	Contact Person Name	Address	Contact No.	Email ID	Working Hours
Grievance Officer	Vikram Sharma	508, SNS Platina, Nr. Someshwara Enclave, Vesu, Surat, Gujarat 395007	7859870559	research@niveshaay.com	10.30AM to 5.00PM

Disposal of complaints

Current Month Monthly Annual

Received From	Pending at End of Last Month	Received	Resolved*	Total Pending*	Pending > 3 months	Avg. Resolution Time* (in days)
Investors	0	0	0	0	0	0
SEBI Scores	0	0	0	0	0	0
Other Sources	0	0	0	0	0	0
Grand Total	0	0	0	0	0	0

Month	Carried Forward	Received	Resolved*	Pending*
October-2023	0	0	0	0
November-2023	0	0	0	0
December-2023	0	0	0	0
January-2024	0	0	0	0
February-2024	0	0	0	0
March-2024	0	0	0	0
April-2024	0	0	0	0
May-2024	0	0	0	0
June-2024	0	0	0	0
July-2024	0	0	0	0
August-2024	0	0	0	0
September-2024	0	0	0	0
Grand Total	0	0	0	0

Year	Carried Forward	Received	Resolved*	Pending*
2021 - 2022	0	0	0	0
2022 - 2023	0	0	0	0
2023 - 2024	0	0	0	0
Grand Total	0	0	0	0

Grievance Redressal Matrix

Details of Designation	Contact Person Name	Address	Contact No.	Email ID	Working Hours
Grievance Officer	Vikram Sharma	508, SNS Platina, Nr. Someshwara Enclave, Vesu, Surat, Gujarat 395007	7859870559	research@niveshaay.com	10.30AM to 5.00PM

Disposal of complaints

Current Month Monthly Annual

Received From	Pending at End of Last Month	Received	Resolved*	Total Pending*	Pending > 3 months	Avg. Resolution Time* (in days)
Investors	0	0	0	0	0	0
SEBI Scores	0	0	0	0	0	0
Other Sources	0	0	0	0	0	0
Grand Total	0	0	0	0	0	0

Month	Carried Forward	Received	Resolved*	Pending*
September-2025	0	0	0	0
October-2025	0	0	0	0
November-2025	0	1	0	1
December-2025	1	0	1	0
January-2026	0	1	0	1
February-2026	1	0	1	0
March-2026	0	0	0	0
April-2026	0	0	0	0
May-2026	0	1	0	1
June-2026	1	0	1	0
July-2026	0	0	0	0
August-2026	0	0	0	0

Year	Carried Forward	Received	Resolved*	Pending*
2023 - 2024	—	0	0	0
2024 - 2025	—	0	0	0
2025 - 2026	—	0	0	0
Grand Total	—	0	0	0

Definitions

Resolved - Resolved complaints include any previous month’s complaints resolved in the current month.
Pending - Total pending includes complaints unresolved as of the last day of the month.
Average resolution time = total days taken to resolve complaints / total complaints resolved in the month.

Contact us directly at research.smallcase@niveshaay.com for assistance with any queries, complaints or grievances. We will ensure your grievance is resolved within 21 calendar days. If you feel that your grievance is not redressed satisfactorily, you may lodge a complaint with SEBI through the Scores website, the SEBI Scores app for Android or iOS, or the Online Dispute Resolution portal.

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The RA reserves the right to amend these Terms contained herein by posting the revised terms on the Website and/or Digital Medium and/or by way of email, by giving a notice of 15 days.
The RA may change or discontinue, temporarily or permanently, any feature or component of the Services at any time without prior notice to the Client. The RA shall not be liable to the Client or to any third party for any modification, suspension or discontinuance of any feature or component of the Services. The RA reserves the right to determine at its own discretion, the timing and content of software updates, which may be automatically downloaded and installed by an application without any prior notice to the Client.
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Any link on the Website to a third-party site is not an endorsement of that website. The use or browsing by a Client of any other website shall be subject to the terms and conditions in each such website.
The RA shall not be liable for any unauthorised access to the Client’s data or any unauthorized transmissions sent through the Services.
The Client shall not (whether online or otherwise) describe itself as an agent or representative of the RA or make any representations to any other Client or any third party or give any warranties which may require the Company to undertake or be liable for, whether directly or indirectly, any obligation and/or responsibility to any other Client or any third party.
The RA shall not be liable for any breach of these general Terms due to any force-majeure event such as act of god, fire, lightning, explosion, flood, inclement weather conditions, power failures, epidemic, pandemic, failure in any communication systems, equipment breakdown, strikes, lock-out or any other cause beyond the control of the Company
The RA has a contractual arrangement with a vendor - CASE Platforms Private Limited (formerly known as “Smallcase Technologies Private Limited”; hereinafter “CPPL”); whereby CPPL provides a technology SaaS solution and related back-end infrastructure. CPPL does not provide any investment advice or research recommendation, nor does it make any claim of returns or performance with respect to any advice or recommendation. All services with respect to research and recommendations are only provided by the Research Analyst.
As a part of the technology SaaS solution and related back-end infrastructure offered by CPPL, the RA may also offer an optional mechanism to its clients to facilitate transactions on the research recommendations. The RA does not receive any commission, fees or any other type of remuneration from the CPPL for the same. The client is free to use this optional service as per his/her/its own discretion.
The RA has not outsourced any of its core research and compliance activities to CPPL. The RA has full control and authority on all such activities and might just use CPPL’s technology SaaS solution and related back-end infrastructure as a tool or technology layer.
CPPL is an authorized third party vendor/partner of the RA and the Client consents to the RA for sharing his/her/its account related information with authorized vendors/partners.
The Client agrees and confirms that the RA may engage agents and/or third-party vendors/partners for carrying out the acts mentioned in or in relation to rendering its Services. The Client consents to sharing of his/its account related information to such authorized agents / third party vendors/partners engaged by the RA.
Please refer further disclosures on the website

25.

These terms and conditions, and consent thereon are for the research services provided by the Research Analyst (RA) and RA cannot execute/carry out any trade (purchase/sell transaction) on behalf of the Client. Thus, the Client(s) are advised not to permit RA to execute any trade on their behalf.

26.

The fee charged by RA to the Client will be subject to the maximum amount prescribed by SEBI/ Research Analyst Administration and Supervisory Body (RAASB) from time to time (applicable only for Individual and HUF Clients). Note:

The current fee limit is Rs 1,51,000/- per annum per family of Client for all research services of the RA.
The fee limit does not include statutory charges.
The fee limits do not apply to a non-individual client / accredited investor.

27.

Fees to RA may be paid by the Client through any of the specified modes like cheque, online bank transfer, UPI, etc. Cash payment is not allowed. Optionally the Client can make payments through Centralized Fee Collection Mechanism (CeFCoM) managed by BSE Limited (i.e. currently recognized RAASB).

28.

The RA is required to abide by the applicable regulations/ circulars/ directions specified by SEBI and RAASB from time to time in relation to disclosure and mitigation of any actual or potential conflict of interest. The RA will endeavor to promptly inform the Client of any conflict of interest that may affect the Services being rendered to the Client.

29.

Any assured/guaranteed/fixed returns schemes or any other schemes of similar nature are prohibited by law. No scheme of this nature shall be offered to the Client by the RA.

30.

The RA cannot guarantee returns, profits, accuracy, or risk-free investments from the use of the RA’s research services. All opinions, projections, estimates of the RA are based on the analysis of available data under certain assumptions as of the date of preparation/publication of research report.

31.

Any investment made based on recommendations in research reports are subject to market risks, and recommendations do not provide any assurance of returns. There is no recourse to claim any losses incurred on the investments made based on the recommendations in the research report. Any reliance placed on the research report provided by the RA shall be as per the Client’s own judgement and assessment of the conclusions contained in the research report.

32.

The SEBI registration, Enlistment with RAASB, and NISM certification do not guarantee the performance of the RA or assure any returns to the Client.

33.

Clients are required to keep contact details, including email id and mobile number/s updated with the RA at all times.

34.

The RA shall never ask for the Client’s login credentials and OTPs for the Client’s Trading Account, Demat Account and Bank Account. Never share such information with anyone including RA.

35. Grievance Redressal Process

For any grievances,

Step 1: The client should first contact the RA using the details on its website or following contact details

Designation	Contact Person	Address	Contact No.	Email ID	Working Hours
Grievance Officer	Vikram Sharma	508, SNS Platina, Nr. Someshwara Enclave, Vesu, Surat, Gujarat 395007	7859870559	research@niveshaay.com	10.30AM to 5.00PM

Step 2: If the resolution is unsatisfactory, the client can also lodge grievances through SEBI’s SCORES platform

Step 3: The client may also consider the Online Dispute Resolution (ODR) through the Smart ODR portal

36. Usage of Artificial Intelligence (AI) for the purpose of providing Services to Clients

There is no use of Artificial Intelligence for the purpose of providing Services to Clients.

37.

We are licensed to operate under the Corporate license category.

38. Most Important Terms and Conditions (MITC)

1. These terms and conditions, and consent thereon are for the research services provided by the Research Analyst (RA) and RA cannot execute/carry out any trade (purchase/sell transaction) on behalf of, the client. Thus, the clients are advised not to permit RA to execute any trade on their behalf.

2. The fee charged by RA to the client will be subject to the maximum of amount prescribed by SEBI/ Research Analyst Administration and Supervisory Body (RAASB) from time to time (applicable only for Individual and HUF Clients). Note:

2.1. The current fee limit is Rs 1,51,000/- per annum per family of client for all research services of the RA.

2.2. The fee limit does not include statutory charges.

2.3. The fee limits do not apply to a non-individual client / accredited investor.

3. RA may charge fees in advance if agreed by the client. Such advance shall not exceed the period stipulated by SEBI; presently it is yearly. In case of pre-mature termination of the RA services by either the client or the RA, the client shall be entitled to seek refund of proportionate fees only for unexpired period.

4. Fees to RA may be paid by the client through any of the specified modes like cheque, online bank transfer, UPI, etc. Cash payment is not allowed. Optionally the client can make payments through Centralized Fee Collection Mechanism (CeFCoM) managed by BSE Limited (i.e. currently recognized RAASB).

5. The RA is required to abide by the applicable regulations/ circulars/ directions specified by SEBI and RAASB from time to time in relation to disclosure and mitigation of any actual or potential conflict of interest. The RA will endeavor to promptly inform the client of any conflict of interest that may affect the services being rendered to the client.

6. Any assured/guaranteed/fixed returns schemes or any other schemes of similar nature are prohibited by law. No scheme of this nature shall be offered to the client by the RA.

7. The RA cannot guarantee returns, profits, accuracy, or risk-free investments from the use of the RA’s research services. All opinions, projections, estimates of the RA are based on the analysis of available data under certain assumptions as of the date of preparation/publication of research report.

8. Any investment made based on recommendations in research reports are subject to market risks, and recommendations do not provide any assurance of returns. There is no recourse to claim any losses incurred on the investments made based on the recommendations in the research report. Any reliance placed on the research report provided by the RA shall be as per the client’s own judgement and assessment of the conclusions contained in the research report.

9. The SEBI registration, Enlistment with RAASB, and NISM certification do not guarantee the performance of the RA or assure any returns to the client.

10. For any grievances, Step 1: the client should first contact the RA using the details on its website or the contact details in the Grievance Redressal Matrix above. Step 2: If the resolution is unsatisfactory, the client can also lodge grievances through SEBI’s SCORES platform at www.scores.sebi.gov.in. Step 3: The client may also consider the Online Dispute Resolution (ODR) through the Smart ODR portal at smartodr.in

11. Clients are required to keep contact details, including email id and mobile number/s updated with the RA at all times.

12. The RA shall never ask for the client’s login credentials and OTPs for the client’s Trading Account Demat Account and Bank Account. Never share such information with anyone including RA.

License Holder Details

License Holder Name: NIVESHAAY INVESTMENT ADVISORS PRIVATE LIMITED
Brand Name: Niveshaay
SEBI Registration No.: INH000027830 registered as a Research Analyst
Registered Address: 508, SNS Platina, Nr. Someshwara Enclave, Vesu, SURAT, GUJARAT - 395007
CIN/DPIN/LLPIN: U66110GJ2025PTC162046
BSE Registration No.: 7247
Support Telephone: 7859870559
Support Email: research.smallcase@niveshaay.com
Compliance Officer: Vikram Sharma — research@niveshaay.com
Grievance Officer: Vikram Sharma — research@niveshaay.com

Trends Trilogy Fundamental

The thinking
behind the basket.

Three trends. One decision.

Fundamental and technical, together.

Avoid bias. Build conviction. Ride the trend.

This basket is
for you, if you

Want Fundamentals and charts together.

Hold Through the full trend.

Trust The data over the noise.

Live performance unlocks
after login.

Subscribe to see the
constituents of this portfolio.

+15 more holdings hidden

How weights
are decided.

Trends Trilogy Fundamental

The thinkingbehind the basket.

Three trends. One decision.

Fundamental and technical, together.

Avoid bias. Build conviction. Ride the trend.

This basket isfor you, if you

Want Fundamentals and charts together.

Hold Through the full trend.

Trust The data over the noise.

Live performance unlocksafter login.

Subscribe to see theconstituents of this portfolio.

+15 more holdings hidden

How weightsare decided.

The thinking
behind the basket.

This basket is
for you, if you

Live performance unlocks
after login.

Subscribe to see the
constituents of this portfolio.

How weights
are decided.