3 Equity and ETF Scripts Long Term Growth Model Portfolio | Mixed Sectors 10 – Retailing – Capital Markets – Construction – Services | Rebalancing Monthly | Future Risk may Exceed 25% | Commodity ETFs Composition is 95% | 12 Months Subscription Plan

“Investment Objective:
Capitalize on retail, capital markets, construction, and services sectors benefiting from urbanization and infrastructure development.

Investment Rationale:
Resilient Growth Drivers: These sectors are fundamental to India’s economic development, benefiting from rising middle class incomes, urbanization, and increased consumer spending, ensuring sustained long-term growth potential.
Domestically Driven Expansion: Unlike export-dependent sectors, retail, capital markets, construction, and services primarily cater to India’s large and expanding domestic market, reducing exposure to global economic fluctuations.
Digital and Infrastructure Momentum: Rapid technological adoption, e-commerce growth, and infrastructure development underpin these sectors, offering diversified opportunities and higher resilience compared to other industries or traditional asset classes like fixed income or commodities.

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.”