3 Equity and ETF Scripts Long Term Growth Model Portfolio | Mixed Sectors 9 – Realty – Telecom – Leisure Services – Heavy Electrical Equipments | Rebalancing Monthly | Future Risk may Exceed 30% | Debt ETFs Composition is 70% | 12 Months Subscription Plan

“Investment Objective:
Focus on real estate, telecom, leisure, and heavy electrical equipment sectors gaining from urban growth, digital connectivity, and industrial modernization.

Investment Rationale:
Urbanization and Infrastructure Development: Rapid urban growth, smart city initiatives, and increased demand for real estate and heavy electrical equipment create substantial long-term growth and earning opportunities in these sectors.

Digital Transformation and Connectivity Expansion: Continuous expansion of telecom and leisure services, driven by increasing internet penetration and consumer engagement, offers high revenue growth and strong market positioning compared to other asset classes.

Policy Support and Competitive Advantage: Government reforms, favorable regulatory policies, and investments in infrastructure bolster the heavy electrical equipment and real estate markets, providing stability and growth potential that outpaces many traditional industries and 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.”