5 Equity and ETF Scripts Long Term Growth Model Portfolio | Theme – Deleveraging | Rebalancing Monthly | Future Risk may Exceed 35% | Equity ETFs Composition is 95% | 12 Months Subscription Plan

“Investment Objective:
Focus on firms actively reducing debt to strengthen financial stability, reduce risk, and enhance profitability.

Investment Rationale:
Improved Financial Stability: Deleveraging companies strengthen their balance sheets, reducing debt burdens and lowering financial risk, which enhances stability compared to high-debt industries.

Higher Profitability and Free Cash Flows: Excessive debt often constrains margins, so deleveraged firms typically enjoy higher profitability and free cash flows, enabling sustainable growth and investment opportunities.

Resilience and Growth Potential: Reduced debt levels position these companies to better withstand economic downturns and capitalize on growth opportunities, offering superior earning potential compared to more leveraged sectors 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.”