5 Equity Scripts Long Term Growth Model Portfolio | Theme – Technology (Aero & Defence – Telecom – IT – Financial Services – Media Entertainment & Publication – Automobiles & Auto Components) | Rebalancing Monthly | Future Risk may Exceed 70% | ETFs Composition is 0% | 12 Months Subscription Plan

“Investment Objective:
Invest in tech-driven sectors including aerospace, *, telecom, IT, media, and automotive tech for high-growth potential.

Investment Rationale:
Exponential Growth Driven by Digital Transformation: The technology sector, including IT, telecom, and aerospace & *, is at the forefront of India’s digital economy, experiencing rapid expansion fueled by increased adoption of AI, cloud computing, and 5G, offering exceptional long-term growth and earning potential.

Strategic National Importance and Policy Support: Government policies like “”Make in India,”” * modernization plans, and digital infrastructure initiatives provide a strong tailwind, enhancing sector stability, competitiveness, and profit margins compared to other industries or asset classes.

Global Competitive Advantage and Export Opportunities: Indian technology and telecom companies are gaining international market share, enabling higher revenue growth, diversification, and higher margins, making them attractive, high-earning investments compared to traditional sectors or passive assets.

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.”