20 Equity and ETF Scripts Long Term Growth Model Portfolio | Theme – FreshGrowth | Rebalancing Monthly | Future Risk may Exceed 45% | Equity ETFs Composition is 55% | 12 Months Subscription Plan

“Investment Objective:
Focus on stocks demonstrating recent and sustained quarterly improvements in key financial metrics, indicating emerging or revitalized growth potential.

Investment Rationale:
Reflects Strong Business Fundamentals: Consistent quarterly growth in sales, profits, and cash flows indicates robust operational performance and business resilience.
Signifies Competitive Advantage and Management Efficiency: Sustained earnings enhancements highlight effective management and market positioning, leading to higher valuation upside.
Provides Early Indicators of Long-Term Value Creation: Regular growth momentum offers confidence in future expansion potential, enabling investors to capitalize on emerging long-term trends over 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.”