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

“Investment Objective:
Target companies with consistent top-line and bottom-line expansion, ensuring sustainable long-term wealth creation.

Investment Rationale:
Sustainable Revenue and Profit Expansion: Stocks focused on top-line (revenue) and bottom-line (profit) growth demonstrate consistent and robust financial performance, offering higher earnings potential and long-term capital appreciation compared to industries with stagnant or declining revenues.

Strong Competitive Advantage and Market Positioning: Companies exhibiting both top-line and bottom-line growth typically have a competitive edge, innovative offerings, and efficient operations, reducing risk and enhancing growth prospects relative to other asset classes or less disciplined industries.

Long-term Wealth Creation and Value Accretion: These stocks are well-positioned to capitalize on India’s economic growth trajectory, with compounded earnings growth translating into superior total returns, making them attractive for long-term investors aiming for steady wealth accumulation.

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.”