25 Equity and ETF Scripts Long Term Growth Model Portfolio | Theme – HealthyCashFlows | Rebalancing Monthly | Future Risk may Exceed 20% | Debt ETFs Composition is 70% | 12 Months Subscription Plan

“Investment Objective:
Focus on businesses generating stable, substantial cash flows, ensuring liquidity and sustainable growth.

Investment Rationale:
Stable and Predictable Earnings: Companies with healthy cash flows demonstrate consistent profitability, providing a reliable foundation for long-term growth and income, unlike more volatile assets.

Financial Flexibility and Growth Opportunities: Strong cash flows enable these companies to reinvest in expansion, reduce debt, and pursue strategic acquisitions, fueling sustained earnings growth.

Resilience During Market Fluctuations: Steady cash flows offer buffer during economic downturns, ensuring financial stability and higher potential for long-term capital appreciation compared to less cash-generative industries or assets.

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.”