30 Equity and ETF Scripts Long Term Growth Model Portfolio | Theme – MNCs | Rebalancing Monthly | Future Risk may Exceed 20% | Commodity ETFs Composition is 90% | 12 Months Subscription Plan

“Investment Objective:
Invest in Indian multinationals benefiting from global exposure, technological leadership, and international expansion.

Investment Rationale:
Access to Global Markets and Innovation: MNCs in India benefit from international exposure, leveraging advanced technology, global best practices, and expanding into emerging markets, which enhances growth and earning potential compared to domestic-only sectors.

Stable Revenue Streams and Brand Strength: These companies often have strong global brand recognition, diversified revenue streams, and stable cash flows, providing resilience against domestic economic fluctuations and potential for consistent long-term returns.

Significant Growth in Global Demand: With increasing global infrastructure, technology adoption, and consumer markets, Indian MNCs are well-positioned to capitalize on international growth trends, offering superior earnings potential compared to other industries or asset classes focused solely on domestic markets.

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.”