25 Equity and ETF Scripts Long Term Growth Model Portfolio | Theme – OverallGrowth | Rebalancing Monthly | Future Risk may Exceed 50% | Equity ETFs Composition is 30% | 12 Months Subscription Plan

“Investment Objective:
Target companies showing consistent long-term growth across revenue, profits, margins, and cash flows, reflecting strong business fundamentals.

Investment Rationale:
Demonstrated Sustainable Performance: Stocks focusing on overall growth—reflecting increasing sales, profits, margins, and cash flows—offer a reliable trajectory for wealth accumulation over the long term.

Strong Business Fundamentals: These stocks indicate robust operational efficiency, excellent management, and market competitiveness, providing higher earning potential compared to stagnant or declining industries.

Capitalizing on Economic Expansion: Such stocks are well-positioned to benefit from macroeconomic growth, rising consumption, and industrial revival, offering superior growth and return prospects relative to other 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.”