15 Equity and ETF Scripts Long Term Growth Model Portfolio | Theme – Institutional Investors Confidence | Rebalancing Monthly | Future Risk may Exceed 40% | Commodity ETFs Composition is 50% | 12 Months Subscription Plan

“Investment Objective:
Focus on companies that enjoy substantial institutional holdings indicating stability and growth potential.

Investment Rationale:
Indicative of Market Maturity and Stability: Stocks favored by institutional investors reflect confidence in the country’s economic stability and growth prospects, offering secure and sustainable investment opportunities compared to more volatile or untested industries.

Attracted to High-Quality, Growth-Oriented Companies: These stocks are often from fundamentally strong, high-growth sectors that benefit from institutional scrutiny, leading to better management practices and consistent earnings growth, surpassing other asset classes in earning potential.

Enhanced Market Liquidity and Investor Confidence: Widespread institutional participation boosts market depth and liquidity, reducing spreads and volatility, thereby providing a more resilient environment for long-term wealth accumulation compared to niche or less-regulated assets.

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.”