20 Equity and ETF Scripts Long Term Growth Model Portfolio | Industry – Pharmaceuticals | Rebalancing Monthly | Future Risk may Exceed 55% | Equity ETFs Composition is 30% | 12 Months Subscription Plan

“Investment Objective:
Invest in India’s leading generic and biotech firms with strong export potential and domestic demand.

Investment Rationale:
Global Leadership in Generic Medicines: India is a major supplier of affordable generics worldwide, with a strong export-driven growth trajectory that offers substantial earning potential.

Rising Domestic Healthcare Spending: Increasing healthcare awareness, insurance coverage, and government initiatives drive sustained demand for pharmaceuticals, supporting long-term revenue growth.

Innovation and R&D Expansion: Focus on biosimilars, biotech, and advanced formulations enhances profit margins and positions Indian pharma firms for increased global competitiveness and higher returns compared to other sectors or 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.”