25 Equity and ETF Scripts Long Term Growth Model Portfolio | Theme – GrowthConfidence | Rebalancing Monthly | Future Risk may Exceed 15% | Debt ETFs Composition is 80% | 12 Months Subscription Plan

“Investment Objective:
Target companies demonstrating consistent revenue and profit growth, backed by strong market positioning and strategic initiatives.

Investment Rationale:
Strong Track Record of Growth and Performance: Growth-confidence companies consistently demonstrate robust revenue and profit expansion, offering higher long-term earning potential compared to other industries or asset classes.

Market Leadership and Competitive Advantage: These companies often possess dominant market positions, innovative capabilities, and scalable business models that drive sustained growth and superior returns.

Resilience and Investor Trust: Proven resilience during market fluctuations, coupled with high investor confidence, positions these firms for continued capital appreciation and long-term wealth creation.

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.”