40 Equity and ETF Scripts Long Term Growth Model Portfolio | MarketCap – Nifty Futures | Rebalancing Monthly | Future Risk may Exceed 35% | Commodity ETFs Composition is 10% | 12 Months Subscription Plan

“Investment Objective:
Invest in good quality stocks which are also indexed in Nifty Futures

Investment Rationale:
Liquidity and Transparency: Stocks included in Nifty futures are among India’s most traded and regulated, offering high liquidity and transparency, unlike less liquid assets such as real estate or small-cap stocks.
Growth and Stability: Nifty stocks represent established, large-cap companies benefiting from India’s long-term economic growth, providing a balance of stability and growth potential in contrast to fixed income or alternative assets.
Diversification and Sector Exposure: Investing in Nifty component stocks provides diversified exposure across major sectors like banking, IT, and consumption, enabling better risk mitigation and higher growth prospects compared to niche or sector-specific investments.

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.”