20 Equity and ETF Scripts Long Term Growth Model Portfolio | Industry – Consumer Discretion | Rebalancing Monthly | Future Risk may Exceed 50% | Debt ETFs Composition is 10% | 12 Months Subscription Plan

“Investment Objective:
Capture growth driven by rising disposable incomes and aspirational spending on luxury and lifestyle products.

Investment Rationale:
Rapid Urbanization and Rising Disposable Incomes: Growing middle-class families and urban expansion are fueling demand for discretionary consumer goods, offering high-growth and earning potential compared to more mature or stagnant industries.

Favorable Lifestyle Shift and Consumer Preferences: Changing consumer habits towards premium, branded, and aspirational products drive sustained revenue growth and margins in the consumer discretionary sector.

Innovation and Market Expansion Opportunities: Continuous product innovation, digital penetration, and entry into new regional markets enable these stocks to outperform traditional sectors and other asset classes over the long term.

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.”