20 Equity and ETF Scripts Long Term Growth Model Portfolio | Theme – CapitalEfficiency | Rebalancing Monthly | Future Risk may Exceed 30% | Equity ETFs Composition is 85% | 12 Months Subscription Plan

“Investment Objective:
Invest in companies that maximize output from available capital, driving higher margins and superior return on investment.

Investment Rationale:
Enhanced Profitability and Return on Capital: Capital efficiency companies optimize resource utilization, leading to higher margins and superior return on invested capital compared to less efficient industries.

Resilience During Economic Cycles: Their ability to generate strong cash flows even in challenging economic environments makes them more stable and capable of sustaining growth across market conditions.

Attractive Valuations and Growth Potential: High capital efficiency enables these companies to reinvest earnings effectively, fueling long-term growth and resulting in compelling valuation upside relative 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.”