5 Equity and ETF Scripts Long Term Growth Model Portfolio | Industry – IT (Software – Hardware & Services) | Rebalancing Monthly | Future Risk may Exceed 60% | Debt ETFs Composition is 20% | 12 Months Subscription Plan

“Investment Objective:
Leverage India’s global leadership in IT services, software exports, and digital transformation initiatives.

Investment Rationale:
Leadership in Global Digital Transformation: India’s IT sector, including software, hardware, and services, is a global innovation hub, offering substantial growth and high earning potential driven by increasing global demand for digital solutions.

Strong Export and Revenue Diversification: The sector benefits from diversified revenue streams across North America, Europe, and emerging markets, reducing dependence on domestic growth and enhancing long-term profitability.

Continuous Innovation and Technological Adoption: Adoption of cutting-edge technologies like AI, cloud computing, and cybersecurity ensures higher margins, competitive advantage, and sustainable long-term growth 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.”