15 Equity and ETF Scripts Long Term Growth Model Portfolio | Mixed Sectors 17 – Services – Software | Rebalancing Monthly | Future Risk may Exceed 60% | Commodity ETFs Composition is 10% | 12 Months Subscription Plan

“Investment Objective:
Leverage growth in services and software sectors leading India’s digital transformation and global IT export expansion.

Investment Rationale:
High Growth Potential driven by Digital Transformation and AI Integration
India’s software sector is at the forefront of digital innovation, with increasing adoption of AI, cloud computing, and automation. These technologies enhance productivity and open new revenue streams, positioning software companies for rapid growth. As AI continues to evolve, software firms that integrate AI solutions are expected to outperform traditional industries, offering substantial earning potential.

Strong Market Demand and Export Opportunities
India is a global hub for IT services and software exports, with companies serving clients across North America, Europe, and Asia. The ongoing digital shift globally, along with the rising demand for cloud services, cybersecurity, and SaaS products, amplifies growth opportunities. This global demand supports consistent revenue inflow and financial resilience.

Influence of Policy Support and Innovation Ecosystem
The Indian government actively promotes the tech sector through initiatives like Digital India, Startup India, and incentives for software innovation. This supportive policy environment fosters entrepreneurship, accelerates technological adoption, and attracts investments. Coupled with a robust ecosystem of startups and AI-driven innovation, it positions the software sector as a lucrative investment avenue with high earnings potential.

In summary: The combination of technological innovation, global demand, and supportive policies makes Indian software stocks an attractive asset class, especially in the context of AI-driven growth and digital transformation.

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.”