3 Equity Scripts Long Term Growth Model Portfolio | Theme – Soil & Land (Forest – Agricultural Products – Food Products – Realty – Metals & Mining) | Rebalancing Monthly | Future Risk may Exceed 75% | ETFs Composition is 0% | 12 Months Subscription Plan

“Investment Objective:
Capitalize on land and resource assets in sectors like forestry, agriculture, real estate, and mining with long-term value appreciation.

Investment Rationale:
Fundamental Foundation for Sustainable Growth: Soil and land resources underpin core sectors like agriculture, forestry, and real estate, which are critical to India’s economic expansion. The increasing focus on sustainable land use and food security drives long-term demand, offering high growth potential.

Rising Domestic Consumption and Export Opportunities: The expanding middle class and global demand for agricultural, food, and metal products create robust markets for these stocks, supporting consistent revenue streams and higher earnings compared to more cyclical or less resource-dependent industries.

Value Appreciation from Land and Resource Realignment: With global urbanization, infrastructure development, and policies favoring land use improvements, land and resource-based stocks are poised for significant value appreciation. They offer inflation protection and portfolio diversification advantages over other asset classes, with the potential for substantial long-term earnings.

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.”