15 Equity and ETF Scripts Long Term Growth Model Portfolio | Industry – Finance | Rebalancing Monthly | Future Risk may Exceed 55% | Commodity ETFs Composition is 15% | 12 Months Subscription Plan

“Investment Objective:
Broaden exposure to sector encompassing banking, NBFCs, and financial intermediaries supporting economic growth.

Investment Rationale:
Driven by Economic Growth and Financial Inclusion: India’s expanding economy and government-driven initiatives to increase financial inclusion create a strong foundation for sustained growth and high earnings potential in the finance sector.

Diversified Revenue Streams and Market Penetration: The industry encompasses banking, NBFCs, insurance, and fintech, offering varied income sources and significantly expanding customer base, enhancing profitability compared to other sectors.

Technological Advancements and Digital Ecosystem: Adoption of digital banking, mobile payments, and innovative financial products promote operational efficiency and higher margins, positioning the sector for superior long-term growth over other asset classes.

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.”