Niveza review – Advisory Firms in India

Niveza

Niveza
56

Pricing

7/10

    Reliability

    7/10

      Mobile App

      3/10

        Communication Channel

        5/10

          Customer Service

          7/10

            Pros

            • Reasonable Pricing
            • Free Renewal in case of non-performance
            • Reasonable customer service

            Cons

            • Limited options overall
            • No service for Intraday trading

            Niveza Overview

            Niveza is a Pune based research and advisory firm along with a claimed international presence in Pennsylvania, United States. The research firm, along with its advisory services, offers a unique service where specific investors can get their profiles listed and users can follow them. Users following get complete information about the stocks traded or invested by the listed investor along with the data. This is something like Zerodha Opentrade which has more or less a similar model of users following other investor users.

            This is how the investor profile looks like:

            Niveza review


            “The SEBI registration number of Niveza Research is INH000002558”.


            Niveza Services

            The firm provides services across different trading and investment segments including:

            • Short term stock picks

            The firm’s research team identifies undervalued industries and corresponding stocks. Post this, a detailed analysis around the balance sheets, profit and loss statements, cash flow statement of last 5 years is performed to get a vibe of the stock situation. Post few discussions with company managements, the firm claims to produce the financial estimations for the next two years.

            The research team continues to monitor these stocks for judging the right time to enter into these fundamentally strong stocks.

            Under this service, the clients get 2 to 3 recommendations per month with a total of 30 recommendations for the whole year. The holding period of these stocks is generally between 1 to 3 months. Recommendations and tips are provided through Email and SMS.

            This service suits users looking for relatively short term investments. Here is a sample report:

            Niveza review

            • Multibagger stock picks

            The stock tips provided under this service are relatively for a longer duration investment. The process of research and stock picking is more of less the same as in case of short term stock picks, however, the parameters and metrics observed in this research are certainly different.

            Under this service users are provided 1 recommendation every month with a total of 12 recommendations for the whole year. The holding period in this case is around 1 year to 1.5 years with notifications provided through Email and SMS channels.

            This service suits users looking for long term investments. Here is a sample report:

            Niveza review

            • Premium Combo stock picks

            If you are looking for both short and long term investments, then Niveza offers this particular service where you can avail tips and recommendations of both short term and multibagger types.

            Overall pricing is certainly discounted and you should adhere to the recommendations along with their respective holding periods.

            • Personalized research service

            This service is for HNI (High Net Worth Individuals) with a capital investment of ₹25 Lakh or more. Here the trades are placed by Niveza research team itself and the clients are provided with an estimate of return percentage along with a timeline.

            Since clients using this particular service deal in large capital amounts, thus the service quality and personalization offered by the research firm is relatively better as well. Even the pricing of this particular service is made available after a discussion with the client, overall capital value, risk appetite etc.

            Niveza Pricing

            As far as pricing of the above mentioned services is concerned, the firm offers plans at different time period level. Here are the details:

            • Short term stock picks

            Under this plan, you have the option to either go ahead with an yearly plan where you are provided 30 picks in that duration. Otherwise, if you want to test the advisory firm on its promise of service and accuracy, then you can pick the starter pack in which you get y stock tips with a period of around 2-3 months.

            Niveza Review

            • Multibagger stock picks

            In this long term investment plan, there are multiple options based on the commitment you can make with the advisory firm. We, however, feel that the pricing under this plan does not make much of a sense. If a client is ready to make a long term commitment with the advisory firm, then he or she must get some incentive in terms of a discount price for a longer duration plan. Under these plans, the prices are just multiplied with the number of years a client is looking to commit.

            Nonetheless, there are four options under this plan of 1, 3, 5 and 10 years respectively.

            Niveza review

            • Premium Combo stock picks

            If you are looking to use both short term picks and multibagger, then there is a combo plan offered by Niveza. You can subscribe to this plan at a discount rate of ₹22,948 which seems pretty reasonable looking at the industry benchmarks.

            Niveza review

            Now, lets talk about some positives and negatives of using the services of Niveza Research.

            Disadvantages of Niveza

            • The firm has nothing to offer when it comes to intraday trading or short term quick profits.
            • Limited number of communication channels with Email and SMS notifications only.
            • Overall number of services are very limited in terms of segment, duration, asset class etc.

            Advantages of Niveza

            • The advisory firms claims to renew your subscription for free, if you do not get any positive returns. (Be sure to validate that claim, because if +1% is positive. Thus, there must be some floor percentage decided upfront).
            • The customer service seems to be relatively better than most of the advisory firms that have opened up their offices in Indore and around and are just looking to customer acquisition.
            • Regular blogs, articles and research reports are provided for free. This helps in getting an idea of the quality you may get post buying the subscription from the advisory firm.

            Overall, clients have received a mixed combination of positive and negative experiences from the research firm. If you are looking to subscribe to their services, it must be noted that their multibagger services have performed relatively much better than any of the rest. Thus, be wary of this aspect before commiting your capital with the advisory firm.

            Furthermore, if you view the website of Niveza, you will come across a lot of images of the serial investor Rakesh Jhunjhunwala. This needs to known that the investor has nothing to do with the advisory firm directly or indirectly. The only guess that can be made at this point is, that Niveza is leveraging the brand equity of Rakesh Jhunjhunwala post taking a paid confirmation from the latter.

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