5 Equity and ETF Scripts Long Term Growth Model Portfolio | MarketCap – Nifty 100 | Rebalancing Monthly | Future Risk may Exceed 45% | Commodity ETFs Composition is 55% | 12 Months Subscription Plan

“Investment Objective:
Own India’s most liquid, large-cap stocks representing robust sectors and stable growth prospects.

Investment Rationale:
Stable Growth and Market Leadership: Indian top 100 stocks represent the most established and financially stable companies, offering consistent growth and dividend returns, making them a reliable asset class compared to more volatile investments.
Market Liquidity and Transparency: These stocks benefit from higher liquidity, better corporate governance, and higher trading volumes, reducing investment risk compared to less liquid or less regulated asset classes.
Long-term Value Creation: With strong market positions, robust balance sheets, and strategic industry leadership, top 100 stocks are well-positioned to deliver sustainable capital appreciation over the long term, contrasting with more short-term or niche 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.”