30 Equity and ETF Scripts Long Term Growth Model Portfolio | Theme – PSUs | Rebalancing Monthly | Future Risk may Exceed 45% | AllETFs Composition is 25% | 12 Months Subscription Plan

“Investment Objective:
Invest in government-owned enterprises benefiting from policy support and strategic importance.

Investment Rationale:
Strong Government Backing and Stability: PSU stocks benefit from government support, strategic importance, and policies aimed at economic growth, providing a stable investment environment with potential for long-term capital appreciation.

Consistent Dividend Streams and Earnings Stability: Many PSU companies generate reliable dividend income and exhibit stable earnings due to their monopoly or oligopoly status in critical sectors like energy, infrastructure, and finance, offering lower risk and steady returns.

Growth Opportunities Through Reforms and Privatization: Ongoing reforms and privatization initiatives are forecasted to improve efficiency, competitiveness, and profitability of PSUs, unlocking value and providing superior growth and earning potential compared to other industries or 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.”