40 Equity and ETF Scripts Long Term Growth Model Portfolio | Industry – Financial Services | Rebalancing Monthly | Future Risk may Exceed 40% | Equity ETFs Composition is 30% | 12 Months Subscription Plan

“Investment Objective:
Focus on diversified financial activities including insurance, asset management, and fintech driving inclusion.

Investment Rationale:
Accelerating Financial Inclusion and Economic Growth: India’s expanding economy and government initiatives are driving increased access to banking, insurance, and other financial services, offering significant long-term growth and earning opportunities.

Diversified Revenue Streams and Market Penetration: The sector’s broad scope—encompassing banks, NBFCs, fintech, and insurance—provides varied income sources and deep market penetration, amplifying profitability compared to more niche industries.

Technological Innovation and Digital Adoption: Widespread adoption of digital platforms, mobile banking, and financial technology enhances efficiency, asset quality, and margins, positioning the sector for sustained superior growth over other asset classes or industries.

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.”