20 Equity and ETF Scripts Long Term Growth Model Portfolio | Mixed Sectors 7 – IT Services – Textiles – Fertilizers – Hospitals – Agricultural Products – Cement | Rebalancing Monthly | Future Risk may Exceed 40% | Debt ETFs Composition is 40% | 12 Months Subscription Plan

“Investment Objective:
Capitalize on India’s rising healthcare, textile, fertilizers, and cement sectors benefiting from demographic shifts and urbanization.

Investment Rationale:
Strong Growth Driven by Urbanization and Industrial Expansion: The sectors such as IT services, cement, and fertilizers are supported by continuous infrastructure development, urbanization, and a booming agricultural sector, offering high long-term growth and earning potential.

Rising Domestic and Export Demand: Increasing domestic consumption and export opportunities in textiles, agricultural products, and healthcare services provide diversified revenue streams and resilience, enabling sustained profitability over the long term.

Favorable Policy Environment and Innovation: Government initiatives promoting Make in India, rural development, and sustainable practices, coupled with technological advancements in textiles and healthcare, enhance productivity and profitability, making these sectors attractive investments compared to traditional industries 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.”