10 Equity and ETF Scripts Long Term Growth Model Portfolio | Industry – Software | Rebalancing Monthly | Future Risk may Exceed 30% | Commodity ETFs Composition is 75% | 12 Months Subscription Plan

“Investment Objective:
Focus on innovative software solutions, SaaS, and digital services fueling India’s tech-driven growth.

Investment Rationale:
Global Leadership in IT Services and Digital Transformation: India’s software industry, particularly in IT services and SaaS, is at the forefront of global digitalization, offering significant growth and revenue expansion opportunities.

High Export Demand and Diversification: Strong international client base across North America and Europe reduces regional dependency, ensuring stable earnings and long-term growth prospects.

Innovation and Adoption of Emerging Technologies: Continuous investments in AI, cloud computing, cybersecurity, and automation position Indian software companies for higher profit margins and sustained competitive advantage.

Investment Methodology:
1. The broad universe for securities comprises of listed companies within the NSE 500 Index and all ETFs, which are meticulously filtered qualitatively in accordance with the predefined investment objective and investment rationale.
2. Proprietary algorithms, advanced quantitative models, and technical analysis are applied to systematically identify securities with the highest likelihood of delivering superior returns.
3. These models, extensively validated across various asset classes and time horizons, incorporate customized proprietary indicators of momentum, volume, volatility, and trend, ensuring that portfolio construction is entirely driven by objective data and high-quality signals, free from biases, prejudices, or emotional influence.
4. The selection of securities and their respective weightings within the model portfolio is further optimized based on factors including the target portfolio size, ETF allocation, average daily trading turnover, available investment capital, rebalancing frequency, as well as the number of quantitative and technical criteria met by each security.”