3 Equity and ETF Scripts Long Term Growth Model Portfolio | Industry – Consumer Services | Rebalancing Monthly | Future Risk may Exceed 50% | Equity ETFs Composition is 75% | 12 Months Subscription Plan

“Investment Objective:
Invest in sectors like hospitality, education, and entertainment benefiting from urbanization and evolving consumer preferences.

Investment Rationale:
Expanding Domestic Demand and Urbanization: Rapid growth in urban centers and rising household incomes are fueling demand for consumer services such as hospitality, education, and healthcare, offering superior growth prospects compared to mature industries.

E-commerce and Digital Transformation: The accelerated adoption of digital platforms and services enhances scalability and profitability for consumer services companies, enabling high earnings growth.

Stable Revenue Streams and Resilience: As essential services with ongoing demand, consumer services stocks tend to exhibit lower volatility and provide consistent income, delivering attractive long-term growth and earnings potential 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.”