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Independent Financial Knowledge Partner

Building Investor Thinking,
Not Selling Products

Knowledge partner to India's AMCs, wealth firms, corporates, and startups. Training mutual fund & asset management teams, mentoring corporate executives, and advising founders on fundraising, due diligence & pitch decks. 500+ sessions delivered. Zero product bias.

Abhishek Aggarwal — Founder & CEO, Grivaa Capital
Founder & CEO, Grivaa Capital
15+ Years in Markets
500+ Sessions
₹10Cr+ Capital Deployed
₹100Cr+ AUM Influenced

Most Trainers Teach from Textbooks. I Teach from a Live Portfolio.

  • ₹10Cr+ personal capital deployed across Indian equities, US stocks, PMS & alternatives
  • Track record of ~19–21% XIRR in Indian markets and ~27–28% USD XIRR in US equities over four years
  • Zero product distribution. Zero commissions. Pure education.
  • 20+ goal-based financial plans designed for HNI families & corporates
  • 2,000+ participants mentored at IITs, IIMs, ISB, XLRI & Masters' Union
  • Active angel investor in early-stage Indian startups across consumer, fintech & SaaS
  • Authority across SMEs, microcaps, global equities & commodities — territories most research desks ignore

"Before Grivaa Capital, I co-founded and scaled an e-commerce business till 2016. That decade of building, failing, and rebuilding taught me more about risk, conviction, and decision-making than any certification exam."

The Journey — Key Credentials

  • B.E.
    Instrumentation & Control — NSIT, Delhi University
    Among India's Top 10 Engineering Colleges
  • Till 2016
    Co-Founder — E-Commerce Venture
  • 2017
    Founder & CEO — Grivaa Capital
  • 2018
    NISM X-A & X-B — Investment Adviser L1 & L2
  • 2022
    Certified Financial Planner — FPSB USA
  • 2024
    NISM Series V-A — Mutual Fund Distributor

Numbers That Command Trust

15+
Years in Markets
Indian & US markets since 2008
500+
Institutional Sessions
Wealth firms, AMCs, corporates
₹10Cr+
Capital Deployed
~19–21% XIRR, real skin in the game
₹100Cr+
AUM Influenced
Trained distributor networks
2,000+
Participants Mentored
IITs, IIMs, Goldman, Nomura placements

Regulatory Certifications

1
CFP Certification
Global Gold Standard — FPSB USA (2022)
2
NISM X-A & X-B
Investment Adviser Level 1 & Level 2
3
NISM Series V-A
Mutual Fund Distributor (2024)
4
Zero Compliance Issues
Impeccable regulatory track record
I don't sell products. I build investor thinking. Your teams learn to make decisions, not just transactions.
— Abhishek Aggarwal, CFP

Frameworks Your Teams Use Tomorrow

Every session, framework, and engagement is designed for immediate application — practitioner-led, not academic. Nine distinct frameworks across the products, strategy and execution layers.

Mutual Funds & SIFs

Beyond ratings — into conviction.

  • Equity, debt, hybrid & thematic fund selection
  • NFO positioning & SIP objection handling
  • SIF (Specialized Investment Fund) — SEBI's new category decoded
  • Direct vs Regular, exit loads & tax-efficient switching

PMS & AIF (Cat I, II, III)

A vast category, fully decoded.

  • Category I — VC, angel, infrastructure, SME funds
  • Category II — private equity, real estate, debt
  • Category III — long-short, hedge fund & absolute return
  • PMS decision frameworks, exit timing & cost transparency

Bonds & Structured Debt

The fixed-income side India ignores.

  • Government, PSU & corporate bond selection
  • Credit funds & credit opportunities funds
  • Debt funds — duration, accrual & rolling-yield strategies
  • Hybrid instruments, NCDs & market-linked debentures

Equity Research & Valuation

From thesis to position sizing.

  • Multi-cap, sectoral & contrarian entry frameworks
  • Fundamental & technical analysis methodology
  • Portfolio construction behind ~19–21% XIRR
  • Conviction-backed decision-making for institutional desks

Behavioral Finance & Investor Psychology

HNIs redeem from silence, not from markets.

  • Drawdown psychology & pre-commitment frameworks
  • Volatility preparedness workshops for HNI desks
  • Conviction-building during corrections & bear markets
  • Decision biases & the discipline of doing nothing

Tax & Wealth Structuring

Where compliance meets compounding.

  • Capital gains — equity, debt, MF, real estate & ESOPs
  • NPS, EPFO, PPF, NRO/NRE optimization
  • HUF, trusts & family wealth structuring basics
  • LRS, foreign investment & cross-border tax overlay

Startup Investing & Due Diligence

We invest. We evaluate. We mentor.

  • Active angel investing — pre-seed & seed stage
  • Founder evaluation & product-market fit assessment
  • Cap-table modelling, dilution & ESOP economics
  • SEBI / MCA / FEMA / AIF regulatory due diligence

Startup Fundraising & Pitch Decks

From narrative to term sheet.

  • Pitch deck curation & investor-grade storytelling
  • Financial modeling, unit economics, valuation defence
  • Pre-seed → Series A fundraising strategy
  • Investor introductions & data-room readiness

Brokerage & Wealth Firm Client Acquisition

Knowledge is the most defensible moat.

  • Help brokerage houses & sub-brokers win & retain clients
  • RM training that converts product pitches → trusted advisory
  • Retention frameworks for HNI & mass-affluent books
  • Content & positioning support for distribution networks

Where Mainstream Research Doesn't Venture

SMEs, microcaps, startups, global markets, commodities — these are the difficult, under-researched corners of capital markets where I've built deep, practitioner-led conviction. Where conventional analysis stops, mine begins.

Underexplored

SME Stock Analysis

Look beyond the Nifty. Beyond the Nifty 750.

  • Beyond the Nifty 750 universe that most analysts cover
  • Maximum wealth creation happens when stocks migrate from SME platform to Main Board
  • Lock-in cycles, promoter quality & governance signals
  • Liquidity-aware position sizing for retail & HNI
High Conviction

Microcap Investing

Look beyond the Nifty 500. Today's microcap is tomorrow's mid-cap.

  • Hunting ground: companies ranked 501st to 1,100th by market cap
  • Microcaps becoming potential small-caps & mid-caps — the steepest wealth journey
  • Quality screening, multibagger frameworks rooted in fundamentals
  • Identifying inflection points before institutional discovery
Active Investor

Startup & Angel Investing

Pre-seed conviction, Series A discipline.

  • Active angel investor — own capital deployed
  • Founder evaluation & market sizing frameworks
  • SAFE, convertibles & equity terms decoded
  • From pitch deck curation to term sheet
Cross-Border

Global Equities

US · China · Korea · Taiwan — beyond Indian borders.

  • US equities — ~27–28% USD XIRR (4-year track record)
  • China, Korea & Taiwan via diversified routes
  • INR–USD currency overlay thinking
  • Cross-border tax, LRS & remittance strategy
Hard Assets

Commodity Investing

Precious, base & industrial metals — with proxy plays.

  • Precious metals: Gold, Silver, Platinum & Palladium — allocation as % of portfolio
  • Industrial metals: Copper & Aluminium — cycle-aware positioning
  • Proxy plays: Listed stocks in extraction, mining, refining & processing
  • Physical, ETFs, sovereign bonds, futures & commodity-linked equity
  • Industrial vs monetary metal cycles — inflation hedge & portfolio insurance
New Yield

REITs, InvITs & Structured Products

The new architecture of yield.

  • Real estate via REITs, infrastructure via InvITs
  • Market-linked debentures & structured debt
  • Long-short, debt & absolute return strategies
  • Yield-versus-risk frameworks for HNI portfolios
Your competitor didn't steal your client with a better product. They stole them with a better explanation.
— Abhishek Aggarwal, CFP

Strategic Partnerships That Transform Outcomes

I work with institutions, advisory firms, and founders who value education over product pushing — structured by the ecosystem they operate in.

Wealth Management Firms

  • Structured investor education programs
  • Product pitches → trusted advisory conversations
  • Client retention through knowledge differentiation

Asset Management Companies

  • Deep product training for RM & distributor networks
  • Objection handling & NFO positioning frameworks
  • Positioning confidence — not just factsheets

PMS & AIF Platforms

  • Pre-investment clarity & post-investment confidence
  • Reduce redemption pressure during corrections
  • Silence causes redemptions — knowledge prevents them

Mutual Fund Distributors

  • SIP objection handling & NFO positioning
  • Debt fund clarity & exit-load conversations
  • Confused → convincing, in sessions not semesters

Brokerage Houses & Sub-Brokers

  • Client acquisition & activation training
  • Equity research desks & technical analysis modules
  • Retention frameworks for HNI & mass-affluent books

Corporate HR & Financial Wellness

  • Salary-to-wealth, tax-smart, EMI & retirement decoding
  • 50+ batches across IT, Pharma, BFSI, Manufacturing
  • Confidential format — no judgment, only clarity

Family Offices & Ultra-HNI Desks

  • Pre-commitment clarity & volatility preparedness
  • Quarterly private briefings (NDA-protected)
  • Nervous capital → committed capital

Startups & Founders

  • Fundraising support — pitch decks, models & data rooms
  • Angel investment from Grivaa Capital network
  • Due diligence, valuation & cap-table guidance

Startup Accelerators & Incubators

  • Cohort-based fundraising & investor-readiness programs
  • Mentor circuits for founder-investor meetings
  • Due diligence & pitch curation for portfolio companies

Knowledge Partnership Tiers

Six engagement formats designed for specific stages of partnership. Every tier is built around one outcome: your team, audience, or portfolio company becomes sharper after the engagement.

1

Expert Session

75–90 min — Online or OfflinePrice on Request
  • Market cycles & portfolio construction
  • MF selection beyond ratings
  • SIP objection handling or PMS/AIF frameworks
  • Topics customized to your team's needs
Your team applies a framework in the next client meeting — not next quarter.
Inquire
2

Specialized Learning Series

3–6 Sessions — Cohort-BasedPrice on Request
  • Equity Mastery for HNIs
  • Alternatives & Risk Series
  • Distributor & RM Confidence Bootcamps
  • Product Deep-Dive Series
Permanent capability, not one-time motivation. Each session builds on the last.
Inquire
4

Corporate Financial Wellness

Batch Sessions for 50–500 EmployeesPrice on Request
  • Salary-to-wealth, tax-smart planning, EMI clarity
  • Retirement decoding (NPS, EPFO, PPF)
  • Integrates with existing L&D calendar
  • Optional 1-on-1 confidential counseling
Exit interviews say "better opportunity." The real answer? They can't afford to stay.
Inquire
5

Career Mentorship & CFA Coaching

Cohort-Based or 1-on-1Price on Request
  • AI & ML in Finance, algorithmic thinking
  • Behavioral finance & career prep for IB/PE/VC
  • Students from IITs, IIMs, ISB, XLRI
  • 1,000+ mentored → Goldman, Nomura, UPSC
Your syllabus ends where the market begins. Finance as practiced — not as textbooks say.
Inquire
6

Startup Advisory & Pitch Deck Curation

Engagement-Based or Equity-AlignedPrice on Request
  • End-to-end pitch deck curation & investor storytelling
  • Startup due diligence — financial, legal & market
  • Fundraising strategy: pre-seed → Series A
  • Angel network access & investor introductions
Investor-ready in weeks, not months. From narrative to term sheet.
Inquire
HNIs don't redeem because of markets. They redeem because of silence.
— Abhishek Aggarwal, CFP

Built on Four Principles

Growth

Compounding knowledge the way we compound wealth

Research

Data-driven conviction over market noise

Integrity

Zero product bias. Zero commissions. Pure education.

Transparency

Open pricing, real performance, honest conversations

Your Competitor's Next Edge Won't Be a Product. It'll Be a Better Explanation.

Whether it's an institutional partnership, a corporate workshop, a startup advisory mandate, or a private knowledge session — every conversation begins with one call.

Direct Line
+91 9810 991 910
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Alternate Line
+91 9582 878 903
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Email
abhishek.aggarwal
@grivaacapital.com
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WhatsApp
Quick & Direct
+91 9810 991 910
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Book a 15-Minute Discovery Call

Tell me about your team, your audience, or your startup. I'll tell you whether — and how — a knowledge partnership can move the needle.