Vikram Sharma

We just dropped our most in-depth webinar yet, part of our Sector Playbook Series. India’s Aerospace & Defence sector is not just growing. It’s following a proven wealth-creation blueprint.🛡️ Global supply chains are shifting. The West is constrained. India brings the trifecta: Skilled capability, structural cost advantage, and strong policy backing. The numbers say it all: ₹7.84 Trillion defence budget. ₹3.3 Trillion procurement pipeline. 15x export growth since FY14. This is a multi-trigger, self-reinforcing cycle- where policy, demand, and execution are all compounding together.🚀 👉Watch the full webinar here: youtu.be/iA_FLpN8ZZ8 @arvind_kothari @KabraGunjan @csvikramsharma @KaranSanwal48 #KeyurVadaliya #RajAgrawal #AerospaceAndDefence #IndiaInvesting #Niveshaay #DefenceStocks #Atmanirbhar

The memory chip powering your phone is now competing with an AI data center. And the AI data center is winning. Consumer electronics, once commanding 65–80% of memory consumption are being crowded out by AI data centers projected to consume nearly 70% by 2026. The knock-on effect is already here: 📈 Memory prices up 3–4x 💻 PC prices expected to rise 17% 📱 Smartphone prices up 13% 📦 Shipment volumes declining 8–10% And supply isn't helping Samsung, SK Hynix, and Micron control 93% of global production, and they're prioritising AI-linked demand. When leaders like Elon Musk and Tim Cook start talking constraints, you know a structural shift is underway. But disruption creates its own solutions. Refurbished electronics are no longer the budget option; they're becoming the structurally smart one. A parallel economy built on reuse and price efficiency is quietly emerging, and it carries real layers of investor opportunity. Is refurbishment the new default, not the alternative? We explore the full picture in our latest blog : shorturl.at/qz06a @arvind_kothari @KabraGunjan @csvikramsharma @ChandreshMalpa #Investing #Refurbishment #Electronics #Electronicrefurbishment #Memorychip #AI #DRAM #Datacenter #Niveshaay

Behind every strong navy lies a stronger shipbuilding ecosystem. As geopolitics shifts toward maritime dominance, nations are strengthening naval fleets to secure trade routes and energy corridors, evident in how Iran’s position over the Strait of Hormuz influences global oil flows. India is leaning into this shift with rising naval investments, faster fleet expansion, and a decisive move toward indigenous shipbuilding post INS Tamal. This marks a structural transition from foreign dependency to domestic capability. With the naval budget rising from ₹45K Cr in FY20 to ₹97K Cr in FY26 and a ~₹4,780+ Bn modernisation pipeline, shipbuilding is emerging as a powerful industrial growth engine. For investors, this is more than defence, it’s a long-cycle industrial opportunity spanning core players and a deep ancillary ecosystem. @arvind_kothari @KabraGunjan @csvikramsharma #IndianNavy #Shipbuilding #Geopolitics #MakeInIndia #Capex

NVIDIA is not a GPU company anymore. It’s building an AI infrastructure empire. From Vera Rubin to a $20B Groq LPU deal, and from chips to full stack (GPU + CPU + ASIC + Software + AI Agents), GTC 2026 made one thing clear: NVIDIA is going after a Revenue of $1T through AI infra opportunity. With Agentic AI (Nemotron + OpenCLAW), AI won’t just answer, it will act: send emails, manage CRM, execute workflows. Partnerships with AWS, Azure & Auto OEMs further cement its position. “From computing power to decision-making power.” For investors, this is bigger than NVIDIA. It’s a signal, AI will reshape every industry & value chain. The winners? Those aligned with this infra shift.🚀 #NVIDIA #AI #GenAI #AIInfrastructure #GTC2026 #GPU #Cloud #TechNews #BigTech #FutureOfAI #Groq @arvind_kothari @KabraGunjan @csvikramsharma @keshavsureka

India’s healthcare system is entering a new phase of technological transformation. The AI healthcare market in India is projected to reach $25.6B by 2027, growing at a 20%+ CAGR 📈 As adoption accelerates, investors are increasingly focusing on areas where technology, infrastructure, and capital are beginning to converge. What was once experimental is now emerging as a new frontier for healthcare innovation and investment. 🚀 @arvind_kothari @KabraGunjan @csvikramsharma

Pure software is rapidly becoming un-investable.

Team Niveshaay Offsite: Styled by XYXX -Packed by Mokobara Some offsites change the location. Very few change the energy. ✨ At Niveshaay, we don’t carry the boardroom with us, no scripted bonding, no predictable formats. We prefer clarity, momentum, and movement. 🚀 When teams travel well, they think well. When the environment feels effortless, conversations flow differently. For us, an offsite is ambition in motion, travelling light, showing up sharp, and building alignment beyond walls. ✈️ @arvind_kothari @KabraGunjan @csvikramsharma @my_mokobara @xyxxcrew

Big moves in markets don’t begin with headlines- they begin with structural shifts! In this conversation, our Founder, Arvind Kothari, joins Kunal Shah from Upsurge to decode what’s really shaping the next phase of markets. ✅When the next bull run could begin and what signals we are tracking. ✅How we differentiate cyclical tailwinds from structural transformations. ✅The global push toward local manufacturing and India’s export opportunity. ✅Aviation, defence, and policy-led conviction investing. ✅AI hype cycle or durable backbone? ✅ Energy storage and where real value lies in BESS, and so much more. This isn’t noise. It’s framework. If you’re thinking about cycles, capital allocation, and long-term structural themes, this one is worth your time. 🎥 Watch the full conversation here : youtu.be/Y7lCdyWXkzg?si… @arvind_kothari @Upsurge_club @kunal_shah05

From the pages of our annual review: A chapter dedicated to building a stronger organisation. 📖 The Niveshaay team revisited key learnings, refined long-term direction, and aligned on sharper goals for the year ahead. Growth is built on consistency, driven by continuous learning, strategic decision-making, and disciplined execution. 🤝 A reminder that the real question isn’t how to build a bigger organisation, but how to build a better one.🎯 @arvind_kothari @KabraGunjan @csvikramsharma

India is entering a decisive phase where electronics, deep-tech, and advanced manufacturing are becoming structural growth drivers. As global supply chains diversify, the shift from assembly to design and system integration is accelerating.🚀 Defence, EVs, charging infrastructure, and smart meters reflect this transition strengthening domestic capability and export potential.⚙️ This forms the 5th pillar of our Niveshaay TechStack — capturing multi-year compounding potential at the intersection of technology, self-reliance, and industrial scale. 📈 👉Decode the 5 Pillars of TechStack : shorturl.at/MHuXT 👉 Read the complete investment thesis : shorturl.at/M0If8 👉 Dive into the full video : youtu.be/9vJD7J4Yx2E 👉 Watchlist the portfolio: shorturl.at/H46F0

The sentiment across the floor is clear: India’s battery value chain is entering a phase of rapid domestic expansion.⚡️ As part of our Scuttlebutt approach, we recently attended The Battery Show Expo🔋, where it became evident that India’s BESS narrative is shifting from import reliance to serious indigenous capability building. BESS assembly lines have already crossed ~35 GWh, with capacity set to double soon. Meanwhile, Indian electrolyte and precursor players are stepping up to address logistics challenges and import-risk gaps🏭. 📘Explore full insight here: shorturl.at/NP66I @MeetKatrodiya_ @keyur_vadaliya @patel_tej49991

Really happy to be part of this amazing journey as an investor in @smallcaseHQ through our Niveshaay Sambhav Fund. Kudos to Vishal who is building the amc businesses. They really have a solid probability to build the largest passive fund house of India

When the world imports, India builds! Watch the full podcast on YouTube- youtu.be/C_Wk44s2TWY?si… @arvind_kothari @thinkschoolbot @Ganeshprasad999 #Indianbusinesspodcast #powercrisis #solar #Trilliondollaroppurtunity #electricity #energytransition #economy #solar #podcast #thinkschool #entrepreneur #kimball #energy

Making this journey full of smiles, shines, and all things bright with them ✨🪔🪷 @niveshaay @arvind_kothari @csvikramsharma #FestiveVibes💯 #InvestingTalesArchive

We’re excited to share that Niveshaay led the ₹52 Cr funding round for @CIMCON software, a pioneer in Smart Water, Smart Lighting, and Oil & Gas automation. ✨ India’s water-automation market is scaling fast as utilities shift from manual to data-driven systems — a ₹5,000+ Cr opportunity in the making. 📍Founded in 1988, CIMCON has built its own RTUs and SCADA software. With ₹100+ Cr revenue in FY25 and 30%+ EBITDA margins, it combines strong IP moat, deep expertise, and scalable economics to drive India’s infrastructure digitization. Niveshaay featured on- 👉 yourstory.com/2025/10/cimcon… 👉moneycontrol.com/news/business/… 👉entrepreneur.com/en-in/news-and…

Day 1 | Dhandho Valley 2.0 ✨ From thought-provoking conversations to meaningful connections, Day 1 reflected India’s evolving growth story — powered by people who believe in building, not just predicting, the future. As the day closed, Garba united everyone, celebrating Surat’s vibrant tradition and the Dhandho spirit. 💃 @arvind_kothari @KabraGunjan @csvikramsharma

⚡️This year, we had the chance to attend RE+ in Las Vegas, where key players from the renewable energy sector gathered to discuss how to meet rising energy demand and ensure grid stability. The event sparked engaging conversations, and one theme was clear: Battery Energy Storage Systems (BESS). 🔋BESS has quickly emerged as a vital solution for stabilizing grids and meeting the growing energy needs driven by technologies like AI and data centers. Global BESS capacity has already tripled in recent years, with projections indicating a sixfold increase over the next five years. 👉At RE+ 2025, leading battery cell manufacturers showcased cutting-edge innovations crucial for the future of energy storage. Notable participants included Ampace, a joint venture between CATL and ATL, unveiling high-energy-density semi-solid lithium iron phosphate cells. Fluence emphasized U.S.-made battery systems, while Samsung SDI revealed its new containerized LFP storage system. CATL highlighted advancements in sodium-ion batteries, and WeLion showcased its semi-solid-state batteries, already powering electric vehicles. These companies are at the forefront of revolutionizing energy storage solutions, crucial for meeting the growing global energy demand. Click here to read more- shorturl.at/QTzD8

⏳ Just 1 day to go! Dhandho Valley 2.0 is set to explore the next chapter of India’s growth story. 🚀 From bold investments to visionary strategies, the next two days will focus on advancing towards Viksit Bharat 2047 and shaping India @ Amrit Kaal. Join us and be part of the conversations shaping India’s next leap.✨ 🎥 Watch Dhandho Valley 2.0 Live: surl.li/viaxaq @arvind_kothari @KabraGunjan @csvikramsharma

True Colors Ltd. has successfully listed on the stock exchange, marking another milestone for our portfolio company.✨ 🧵Operating in the digital textile printing industry — one of the fastest-growing textile segments — True Colors is driving the shift from conventional methods to digital-first solutions. True Colors is a fully integrated, one-stop digital printing solution platform, offering: 🔹 Advanced printing machines 🔹 In-house sublimation paper manufacturing 🔹 Customized printing services Backed by a growth-driven management team, True Colors has infused innovation into a traditionally conventional sector and is well-placed to capitalize on the industry’s rapid growth 📈. We are proud to witness a Surat-based company, backed by a Surat-based fund, achieve this milestone — reinforcing our commitment to nurturing transformative businesses in India 🎯.

✨We’re all set for The Dhandho Valley 2.0 — two power-packed days with entrepreneurs and industry leaders, featuring in-depth discussions and insights beyond the numbers. This year we explore 2 powerful themes: 🔹Viksit Bharat - Envisioning India @ 2047 🔹India @ Amrit Kaal - Investing in India's Next Leap In Amrit Kaal, every step we take brings India closer to Viksit Bharat 2047. This is our time — to dream bigger, build stronger, and invest with conviction. 🏙️From imagining smarter cities to challenging the old, and creating wealth with conviction — it’s two days of insights, action & imagination. 🤝 Together Let’s Celebrate the spirit of Entrepreneurship.💪