Grivaa Capital — Research-Driven Investment Advisory for Serious Investors

Who We Are

About Grivaa Capital

A boutique investment advisory built for one kind of investor — the serious kind. One desk, the full investment landscape, and our own capital invested right alongside yours.

01One Desk. The Entire Investment Landscape.

Most advisors know one product. We run structured research coverage across Indian equities — large-caps to SMEs and microcaps — US & global markets, mutual funds, PMS, AIFs, SIFs, fixed income, and startup & private market capital. Every engagement follows the same six-step discipline — discover, research, build, execute, review, report — with a documented thesis, defined risk, and clear exit logic.

02Skin in the Game, Not Just Opinions.

₹10Cr+ of our own and partner capital is deployed in the same ideas we advise on — Indian stocks, US equities, alternatives, and early-stage startups. We experience the entry, the drawdown, and the exit before our clients do. Advice without ownership is commentary; we don't sell commentary.

03Human Judgment × AI Horsepower.

AI screens thousands of securities and monitors portfolios at a scale no analyst can match; fifteen-plus years of experience — through 2008, 2013, 2020 and every cycle in between — then decides what actually deserves your capital. Machines for breadth, humans for conviction. It is the same framework behind 2,000+ professionals trained at IITs, IIMs, ISB & XLRI.

Our Commitments

What We Stand For

Independent. Research-led. Long-term. Three promises — our mission, vision, and philosophy — shape every Grivaa engagement.

Our Mission

To give every client institutional-grade research and honest, conflict-free advice — across Indian equities, global markets, and private opportunities — so that wealth decisions are made with clarity, never under sales pressure.

Our Vision

To be India's most trusted boutique investment advisory — the firm serious investors, founders, and institutions call first when capital, complexity, and conviction meet.

Our Philosophy

Process over prediction. Skin in the game over salesmanship. Human judgment amplified by AI — never replaced by it. We recommend only what we would own ourselves, and we stay loudest exactly when markets test conviction.

GrowthResearchIntegrityValueAllAspects

An Advisory Practice Built on Conviction

Numbers that reflect a decade-plus of disciplined market participation — where every recommendation is informed by real capital at work, not theory borrowed from textbooks.

15+

Years Across Cycles

Indian & global markets since 2008

500+

Institutional Engagements

AMCs, wealth firms, corporates

₹10Cr+

Partner Capital Deployed

Real positions across asset classes

₹100Cr+

AUM Influenced

Through trained advisor networks

2,000+

Professionals Reached

Through India's top B-schools & firms

Regulatory Foundation & Standing

CFP^CM Certified

Global gold standard — FPSB

NISM X-A & X-B

Investment Adviser L1 & L2

NISM Series V-A

Mutual Fund Distributor

Spotless Record

Zero compliance issues

Is This Right For You?

Who We Work With

✓ We Are the Right Fit If You

Are a serious investor focused on long-term wealth creation
Want research-backed, transparent advisory — not tips or speculation
Are an HNI or professional seeking structured portfolio management
Need global diversification across India, US, and emerging markets
Value discipline, process, and honest communication over hype
Are a corporate or institutional client seeking financial training

✗ We May Not Be the Right Fit If You

Are looking for guaranteed returns or "get rich quick" promises
Want daily stock tips or intraday trading signals
Prefer speculative, unresearched approaches to investing
Are not willing to commit to a structured, long-term relationship

What Sets Us Apart

We partner with you through a disciplined, transparent, and research-first framework.

Research-Driven Advisory

Every recommendation backed by deep fundamental analysis
Technical research validates entry and exit points
No gut feelings — only data-driven decisions
Multi-timeframe analysis for robust conviction

Structured Process

Disciplined framework for portfolio construction
Periodic review cycles built into every engagement
Systematic rebalancing based on market conditions
Documented investment thesis for each holding

Complete Transparency

No hidden fees or undisclosed commissions
No product pushing — your interests come first
Clear reporting on every decision we make
Full rationale shared before every action

Client-First Decisions

Your financial goals drive our advisory
Revenue targets never influence recommendations
Every decision aligned to your long-term interest
Regular check-ins to adapt to life changes

Global Perspective

Access Indian equities and US markets
Emerging economy exposure for diversification
Geographic spread to reduce concentration risk
Cross-market correlation analysis

Six-Parameter Approach

Risk, returns, and time horizon analysis
Behavioral bias identification and correction
Tax efficiency and optimal asset allocation
Holistic financial health scoring

Specialist Capabilities Across the Investment Landscape

A research-first practice with structured coverage across nine specialist areas — from mainstream instruments to the alternatives and asset classes most advisory firms simply do not cover.

Mutual Funds & SIFs

From product selection to portfolio fit.

Curated selection across equity, debt, hybrid & thematic categories
Goal-aligned SIP architecture & rebalancing discipline
Advisory on SIFs — SEBI's new category bridging mutual funds and PMS
Direct-plan transition, exit-load planning & tax-aware switching

PMS & AIF Coverage

An entire alternatives spectrum, evaluated firsthand.

Category I AIFs — venture, angel, SME & infrastructure funds
Category II AIFs — private equity, real estate & private debt
Category III AIFs — long-short, absolute return & hedge strategies
PMS due diligence, manager selection & cost-transparency reviews

Fixed Income & Bonds

The income side of every portfolio, done right.

Government, PSU, AAA & corporate bond selection
Credit-risk and credit-opportunities fund allocation
Duration, accrual & rolling-yield strategy design
NCDs, market-linked debentures & tax-efficient yield structures

Equity Research & Portfolio Construction

Conviction built bottom-up, sized top-down.

Multi-cap allocation, sectoral rotation & contrarian positioning
Fundamental analysis combined with technical confirmation
Position-sizing discipline that informs real client portfolios
Documented investment thesis behind every recommendation

Behavioural Advisory

Process discipline when markets test conviction.

Pre-commitment frameworks that prepare clients for drawdowns
Bias diagnostics for HNI families and individual investors
Conversation protocols during corrections & volatility spikes
The discipline of inaction — when doing nothing is the strategy

Tax & Wealth Architecture

Where compliance becomes compounding.

Capital-gains planning across equity, debt, real estate & ESOPs
Retirement instruments — NPS, EPFO, PPF & NRO/NRE optimisation
HUF, family trust & succession-led wealth structuring
LRS, overseas remittance & cross-border tax coordination

Startup & Private Market Advisory

Public-market discipline applied to private bets.

Pre-seed & seed-stage evaluation with our own capital alongside
Founder, product-market fit & competitive-moat assessment
Cap-table mechanics, dilution modelling & ESOP economics
Regulatory navigation — SEBI, MCA, FEMA & AIF compliance

Fundraising & Investor Readiness

From founding story to closed term sheet.

Deck refinement that survives institutional scrutiny
Financial model audits — unit economics & valuation defence
Pre-seed through Series A go-to-market for capital raises
Warm investor introductions & data-room preparation

Distributor & RM Capability Building

Helping advisory firms win through depth.

Equipping brokerage and sub-broker desks with conviction-led pitches
RM enablement that moves conversations from product to portfolio
Retention playbooks for HNI and mass-affluent client books
Positioning & content frameworks for distribution networks

Where Our Research Goes Beyond the Index

Most advisory in India clusters around the same large-cap names. Grivaa Capital's edge sits in the asset classes and segments that demand original work — where deeper homework still produces meaningful information advantage.

Underexplored

SME Stock Coverage

Where mainstream research lacks bandwidth.

Continuous tracking of names well outside the Nifty 750 universe
Targeting the wealth-creation moment when companies migrate from SME platform to Main Board
Promoter quality, governance signals & lock-in dynamics
Position sizing calibrated to real liquidity constraints

High Conviction

Microcap Conviction

Identifying tomorrow's mid-caps before consensus arrives.

Disciplined hunting in the 501st–1,100th market-cap rank band
Companies positioned for the small-to-mid-cap re-rating arc — the steepest wealth journey in equities
Quality screens and multibagger criteria anchored to fundamentals, not momentum
Catching inflection points ahead of institutional discovery

Private Markets

Startup & Angel Allocation

An active presence in early-stage Indian innovation.

Angel investing with our own capital — not just intermediation
Founder evaluation and market-sizing applied with public-equity rigour
SAFE notes, convertibles & equity instruments translated for clients
Advisory across the founding-story-to-term-sheet arc

Cross-Border

Global Equity Allocation

Diversification that goes beyond US-tech headlines.

Direct US exposure with a documented multi-year track record
Considered allocations to China, Korea & Taiwan via diversified routes
INR–USD currency overlay built into every recommendation
End-to-end LRS, remittance & cross-border tax coordination

Hard Assets

Metals & Commodities

Cycle-aware exposure to the real-economy core.

Precious metals — Gold, Silver, Platinum & Palladium allocations
Industrial cycle — Copper & Aluminium positioned with macro context
Equity proxy plays — listed names across mining, extraction & refining
Access via physical, ETFs, sovereign bonds, futures & commodity equities

Modern Yield

REITs, InvITs & Structured Yield

The newer pillars of HNI fixed-income.

Real-estate participation through REITs without the operational drag
Infrastructure yield via InvITs — selected on cashflow durability
Market-linked debentures & structured credit for income laddering
Long-short & absolute-return strategies in the yield mix

The Institutions & Individuals We Serve

Grivaa Capital's engagements span the full advisory ecosystem — from asset managers and wealth firms to family offices, founders, and corporate teams. Different mandates, one philosophy: long-term clarity over short-term noise.

Wealth Management Firms

Deepening team capability beyond product training
Helping advisors move from selling to portfolio counsel
Knowledge as the firm's most defensible client moat

Asset Management Companies

Channel-team enablement for distributor & RM networks
NFO positioning & conviction-led pitch architecture
Confidence to discuss the product, not just present it

PMS & AIF Platforms

Investor preparedness before the volatility actually arrives
Reducing avoidable redemptions during corrections
Communication frameworks that hold conviction together

Mutual Fund Distributors

Objection handling that respects the investor's question
Clarity around debt-fund decisions & exit-load nuance
From script-led to advice-led conversations

Brokerage Houses & Sub-Brokers

Acquisition strategy grounded in research credibility
Equity desks equipped with technical & fundamental depth
Retention thinking for HNI and mass-affluent books

Corporate Financial Wellness

Salary-to-wealth, tax-aware planning & retirement clarity
Programmes scaled across IT, Pharma, BFSI & Manufacturing
Confidential one-to-one access for senior leadership

Family Offices & UHNI Desks

Allocation reviews and second-opinion advisory
Quarterly closed-door briefings under NDA
Preparing capital to be patient before it needs to be

Founders & Startups

Fundraising support — narrative, modelling & data-room
Selective angel participation alongside the advice
Cap-table, valuation & dilution counsel from a public-market lens

Accelerators & Incubators

Investor-readiness cohorts for portfolio founders
Mentor placement and structured demo-day prep
Pre-investment diligence & pitch refinement at scale

Our Approach

How We Work

Discovery

Understand your goals, risk appetite, and current portfolio.

Research

Deep fundamental and technical analysis aligned to objectives.

Build

Diversified portfolio optimized for risk, returns, and tax.

Execute

Disciplined execution with continuous market monitoring.

Review

Periodic portfolio reviews and systematic rebalancing.

Report

Transparent reporting so you always know your position.

Our Services

Comprehensive investment advisory and financial planning solutions tailored to your goals.

Investment & Advisory Services

Equity Direct (India)

Curated, research-backed equity advisory for disciplined wealth creation.

Short, medium & long-term equity picks
Fundamental + technical analysis backed
Large-cap to SME & microcap coverage
Documented thesis & defined exit logic for every call
Position-sizing & risk-management guidance
Regular portfolio review & rebalancing updates

Global Equity

Strategic access to international markets for geographic diversification.

US, Chinese & emerging market access
Geographic diversification strategy
Global alpha generation focus
LRS remittance & account-setup guidance
Currency-hedged recommendations
Global tax & reporting awareness built in

Mutual Fund Advisory

Bespoke mutual fund portfolio architecture for systematic wealth compounding.

Goal-based fund selection
SIP & lump-sum optimization
Equity, debt, hybrid & thematic coverage
Tax-efficient fund allocation
Direct-plan transition & exit-load planning
Regular rebalancing & performance review

PMS (Portfolio Management)

Institutionally managed portfolios for high-net-worth investors.

Tailored for HNI investors
Institutional-grade management
Custom risk-return profiling
Independent manager due diligence & selection
Fee & cost-transparency reviews
Dedicated portfolio oversight & reporting

AIFs (Alternative Investments)

Curated access to alternative asset classes for uncorrelated returns.

Category I, II & III AIF access
Venture, private equity, debt & long-short strategies
Uncorrelated return strategies
Due diligence on fund managers & track records
Fee-structure & liquidity-term analysis
Suitable for sophisticated investors

SIFs (Specialized Funds)

Customized fund solutions engineered around specific themes.

Advisory on SEBI's newest category — bridging MFs & PMS
Equity, debt & hybrid SIF strategy selection
Theme-based & tactical allocation approach
Suitability assessment for the ₹10L minimum
Taxation & derivative-exposure clarity
Custom mandate structuring

Unlisted Equity

Exclusive advisory on pre-IPO opportunities with asymmetric upside.

Pre-IPO opportunity access
Deep due diligence process
Valuation & liquidity-risk assessment
Asymmetric upside potential
Entry, allocation-sizing & exit-route planning
Limited allocation slots

Financial Planning

End-to-end financial architecture for wealth preservation.

Retirement planning & projections
Goal-mapping with cash-flow modelling
Tax optimization strategies
Insurance & risk-cover adequacy review
Estate & succession planning
Comprehensive wealth preservation

Training & Professional Engagements

Investor Education Programs

Structured sessions to elevate individual investor acumen.

Structured learning modules
Beginner to advanced tracks
Equity, MF, alternatives & behavioural finance coverage
Live Q&A and hands-on workshops
Real portfolio case studies, not theory
Certificate of completion

Corporate Financial Training

Bespoke training for organizational financial wellness.

Customized for organizations & HR teams
Employee financial wellness programs
Salary-structuring, tax & investment clarity
Batch and one-on-one formats
Measurable engagement & outcome tracking
Post-training support

B-School Masterclasses & Guest Lectures

Market masterclasses delivered at India's premier institutions.

Sessions at IITs, IIMs, ISB, XLRI & Masters' Union
2,000+ MBA students & professionals reached
Markets, valuation & portfolio-construction modules
AI-in-investing & modern research workflows
Case-led, practitioner-taught format
Custom curriculum for institutes & cohorts

B2B Advisory Sessions

Institutional-grade advisory partnerships and collaboration.

Institutional advisory partnerships
AMC, wealth-firm & platform engagements
Distributor & RM capability building
Strategic knowledge sharing
Custom engagement models
Ongoing collaboration support