EV & Green Energy Portfolio

This portfolio is meant for seasoned investors with a high-risk appetite with a time horizon of at least 5 years. The stock weights are calculated using their respective scores in the FIVE G analysis.The expected average rate of return from a portfolio is 15-18%over time. In its best year, it might gain 25-30% and in its worst year, itcould decline by the same scale.&nbsp;

We are a Financial Research & Education company with vision of providing Transparent, Unbiased and Simple financial knowledge to retail investors. We have created these portfolios with complete focus on retail investors. Our portfolios are Fundamental Based which helps in long term wealth creation.search

Investyadnya

Value and Momentum - Asset Allocation Version

This is an asset allocation version of the <a href="https://www.smallcase.com/smallcase/value-and-momentum-SCMO_0010" rel="noopener noreferrer" target="_blank">Value and Momentum</a> smallcase. The equity portion of the smallcase selects stocks that are undervalued but also experiencing positive momentum in their price.&nbsp; <ul><li>The underlying theme of the smallcase mimics the pure equity version smallcase “Value &amp; Momentum”</li><li>In the equity portion, stocks that are selected are undervalued compared to their peers but have been attracting attention of late - as evidenced by their recent stock price movements</li><li>These stocks have also earned higher than expected profits during the latest reported period</li><li>To reduce the risk of the smallcase, we include other asset classes like gold and debt which is not done in the original smallcase. Thus,this version of the smallcase provides better risk-adjusted returns, especially during market turmoil</li></ul> This smallcase is suitable for those who want the benefit of the “Value &amp; Momentum” smallcase strategy with added protection of asset allocation to safeguard against prolonged market downturns. This version of smallcase reduces fluctuation in portfolio value while providing a smooth wealth creation journey.

We’re SEBI registered research analyst creating Thematic & Quantamental curated stock/ETF portfolios. Data analysis is the heart and soul behind our portfolio construction & with 50+ offerings, we have something for everyone.

Windmill Capital

Fundamental

Technicals

Relative

Smallcase Keymetrics

Ashish Kacholia recent bets

Vijay Kedia recent bets

Recent Big Buys

Bringing the Bling

Rising disposable income, improving brand awareness and increasing purchase power have changed India&rsquo;s spending habits.
<ul>
<li>There is a surge in expenditure on luxury goods and services, a trend that is expected to continue</li>
<li>These goods and services include high-end jewellery, high-brand cosmetics, apparels, luxury cars, consumer electronic goods, etc</li>
</ul>
This smallcase comprises companies that are catering to India&rsquo;s increasing affinity for luxury goods and services.

Niveshaay Consumer Trends Portfolio

India is a consumption driven story. What works in India’s favor on the private consumption front is the size of its consumer base, the rising income, and the aspirations of its young population, which is the largest in the world. As for investments, with the size and scale of operations it has to offer to global companies, the availability of skill and talent, and technology and innovation capabilities, India continues to be an attractive investment destination. India can rely on its own domestic demand to firepower its growth, specifically, private consumption (accounts 60% of its GDP) and investment spending. What adds an intriguing dimension is the convergence of favorable conditions. The government's emphasis on substantial capital expenditure, encouraging higher private capital spending, creates a multiplier effect on the economy by generating employment, boosting per capita income, and ultimately driving consumption demand. Additionally, India has reached a crucial inflection point, surpassing a GDP per capita of $2500. Historical examples from countries like the United States in the 1950s/60s, Germany in the 1960s, Japan in the 1970s, South Korea in the 1980s, and more recently, China in the 2000s, indicating accelerated consumption, particularly in discretionary spending. In response to these trends, we’ve devised a smallcase to capitalize on Indian consumption trends, a long term defensive structural play while continuing to focus on small and mid-cap companies.

Niveshaay is a SEBI Registered Investment Advisory Firm with a Dedicated Research Team specializing in unearthing high quality undervalued stocks.  We focus on few high conviction stocks that exhibit chances to outperform and have out sized impact on the portfolio.

Niveshaay

Teji Mandi Multiplier

The multiplier portfolio is a concentrated yet well diversified portfolio of midcap and smallcap stocks. These are stocks that are likely to be winners of tomorrow, and hence hold the promise of significant wealth creation in the times to come. Certain tenets of the portfolio: Capital Allocation: We look for companies with a superior track record of capital allocation. Excellent corporate governance and capital allocation track record and strong sustainable competitive advantages ensure that we identify winners. Low coverage of mid and smallcaps: Analyst coverage of mid and smallcap stocks is much lower than large caps. This gives the fund manager an edge in spotting good businesses early and generating higher alpha. Favourable cyclical upturn: Small and midcaps tend to perform in extremes and revive sharply after bouts of negative returns. After the correction in small caps in the last 3 years, we expect a significant revival in performance

TM Investment Technologies Pvt Ltd (Tradename: Teji Mandi) is a SEBI registered Research Analyst & a subsidiary of Motilal Oswal Financial Services. The company was founded by Vaibhav Agrawal, who has proven experience in identifying winning stock ideas through various market cycles and is a fund manager at Motilal Oswal AMC. Teji Mandi also has industry veteran Mr Raamdeo Agrawal, Chairman of Motilal Oswal Financial Services, as the company's director. Teji Mandi strives to provide expertly managed portfolios to help investors achieve their investment goals.

Teji Mandi

H2 WEALTH BUILDERS

H2 WEALTH BUILDERSThis strategy of Portfolio is for long term nature. Horizon for this strategy is about 5 to 10 years.If anyone wants quick money in the short term then this strategy is not suitable for you. As Warren buffet rightly says "You can't produce a baby in 1 month by getting nine women pregnant"This strategy portfolio is a portfolio of 8-15 companies which have a long history in capital markets with strong earnings growth in the past and high growth potential in future with an investment horizon of 5 to 10 years.PORTFOLIO CHARACTERISTICS·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Concentrated&nbsp;portfolio of ~ 8-15 stocks·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Value + Growth + Technical Strategy·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Equal Weighted to start with and every time we remove or add a stock we rebalance it to equal weightThis small case portfolio is structured to be long-term in nature and it is highly recommended only for subscribers who have an investment horizon of at least 5 to 10 years. H2&nbsp;INVESTMENT MANAGERS will always prioritize longevity of healthy returns over short-term high returns.We suggest a minimum investment &gt; 3 lakhs in this small case portfolio (lump sum or over a period) for the fees to make economic sense.The focus is to create long-term wealth for subscribers. We will focus a lot on behavioural aspects of investing and focus on process.

Hitesh Chauhan is a Chartered Accountant and SEBI registered Research Analyst (INH000007030). He has been associated with equity markets for more than 18 years in various capacities as equity portfolio adviser to various HNI’s and now a full time investor and investment advisor. He has also taken lectures at ICAI on Equity Markets. This association has helped him inculcate so many learnings from Mr. Market riding through the ups and downs, and there is no short cuts to make wealth. The biggest learning has been that one has to be a keen learner in markets throughout one's life.

H2 INVESTMENT MANAGERS

Green Energy

A portfolio of stocks, that will benefit from energy transition from fossil fuel-based sources to renewable sources. This transition in power generation is driving development across the entire value chain of the sector, particularly in the transmission and distribution segments. This includes significant modernization in grid infrastructure to improve grid stability and enhancements in distribution networks to improve their efficiency.&nbsp; Our smallcase also includes stocks benefitting from electric mobility and recycling industry. Major Investment Rationales&nbsp;-•	The government targets 500 GW of installed renewable capacity by 2030 which requires annual installation of 27 GW and 9GW of solar and wind.•	As India and other countries modernize their grids, opportunities for towers, smart meters, transformers, etc. emerge to curtail disruptions and meet escalating demand.•	India’s EV market provides direct and indirect opportunities as it expects a 49% CAGR between 2022 and 2030, with an estimated 10 million annual sales by 2030.•	The Plastic, e-waste, and battery recycling market is expected to drive India’s circular economy initiative, and will grow at a CAGR of 25% to reach a size of US $20 billion by 2030. Recommended Investment Amount &gt; Rs. 4 Lakhs

SIP Portfolio - Yadnya

This portfolio is useful for investors who have a periodic pool of money to invest in direct stocks for meeting long term investment goals. This portfolio follow Warren Buffett’s principle where he says that an individual should invest only in the companies whose business they understand. It is a consumption theme portfolio which are selected based on our proprietary Fundamental Analysis methodology (FIVE-G Framework).This portfolio comprises of investing into direct equities and is meant for investors with moderately high-risk appetite.

PSU Stocks High Growth Low Valuation Strategy

Value Stocks Research team go through a stringent process of stock identification which includes the following steps:Step 1- The company must have substantial growth in top line and bottom line Step 2 - Growth at Reasonable Price (GARP). Not overpay for a good business and not buy a weak business at cheap valuations. Step 3 - Companies with moat or competitive advantage delivering growth consistently. For e.g. – whether it has a significant market share (Monopoly/duopoly) WHICH ARE THE KEY SECTORS / THEMES OF FOCUS? We select sectors periodically on the basis of sectors growth, momentum and inflow of investments.

We provide amazing portfolio strategies which give high return with low risk.

Value Stocks

Negen Mega Trends

<ul><li>This is India's shining moment. A lot of emerging areas like QSR, Health, EV, Music Streaming, SaaS, Pharmacy, Health Insurance etc have exponential growth ahead of them.</li><li>The Negen 'Mega Trends' Smallcase aims to own 'Best in Class' businesses from the above theme.</li><li>The objective of this portfolio is to identify and own companies which are capable to grow 25-50% over the next 5-10 years.</li><li>Clients are advised to do regular monthly SIP to benefit for this large wealth creation opportunity ahead for India.</li></ul>

Value+Growth investing, Demergers, Internet (Technology) companies. Goal is to create Alpha with new thinking and focused investing.

Negen Capital

Gulaq Gear 6

This portfolio follows a directional strategy that aims to consistently outperform the benchmark equity index while maintaining low volatility. It is a quantitatively managed fund that implements a systematic rule-based trading model to remove human subjectivity.<ul><li>Directional&nbsp;Strategy in Indian Equities</li><li>Systematic Rule Based Trading</li><li>Identifying Investible businesses in S&amp;P BSE 500</li><li>Agnostic to Sector and Market Capitalization</li><li>Identify stocks using a combination of technical and fundamental factors</li><li>Optimize the portfolio for maximizing risk rated returns</li><li>Allocate capital to equities on basis of market valuations</li></ul>

Estee Advisors Private Ltd. is one of the leading names in the quant-based investment management and execution service provider. 

Estee

ARQ Prime by Angel One

ARQ Prime is a long only equity portfolio. ARQ Prime recommends stocks for investment based on a set of rules, free from human intervention or human bias. In the world of investing - it is called "Smart Beta". ARQ Prime adopts the time-tested and proven rules for investing in stocks. ARQ scans all types of stocks to pick Winners: Value stocks, Quality stocks, High Momentum stocks, Growth stocks across marketcap. Index Beating Performance: ARQ has performed consistently through the midcap fall, NBFC crisis and even during the current COVID-19 Crisis. ARQ Prime is tested against the most challenging market conditions to deliver the performance driven results. Optimised Risk-Reward: ARQ Prime identifies the timing to enter and exit the markets. It’s strong risk management system cuts the losses early and allows profits to run longer be big, thereby maximising profits and reducing draw downs/losses The smallcase usually follows a weekly rebalance schedule. However, During times of volatility, There might be more rebalances as needed

Invest in ETF & Stock baskets with India's leading Fintech -1Cr users & 25 years of experience

Angel One

Omni Bharat Defence

RATIONALE:<ul><li>At $73 billion, India has the third largest defence budget in the World. (Source: Stockholm International Peace Research Institute).</li><li>The DPEPP 2020 plans to raise the domestic production from INR 80,000 crores to INR 175,000 crores and exports of INR 35,000 crores by 2025.</li><li>This curated portfolio provides exposure to defence companies with strong technology moats such as torpedoes and missiles, aircraft carrier, fighter jets, submarines, electronic systems, etc.</li></ul> VIDEOS:<ul><li>For regular updates subscribe to&nbsp;our YouTube Channel&nbsp;<a href="https://tinyurl.com/5brfbxwt" rel="noopener noreferrer" target="_blank">https://tinyurl.com/5brfbxwt</a></li></ul> NOTE:<ul><li>LUMPSUM: To get maximum benefit from this investment, start with a lump sum of INR 5 Lakhs.</li><li>SIP: For a lower starting amount, do an SIP of INR 10K per month.</li><li>Holding Period: The minimum holding period should be preferably 5 years but at least 3 years.</li><li>To stay updated on our latest research, reports and investment strategies, you can follow us on our social media handles, viz.,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603a" rel="noopener noreferrer" target="_blank">@OmniScienceCap</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603c" rel="noopener noreferrer" target="_blank">@OmniScience_IN</a>&nbsp;Twitter handles,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603e" rel="noopener noreferrer" target="_blank">@OmniScience Capital</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76040" rel="noopener noreferrer" target="_blank">@OmniScience smallcase</a>&nbsp;LinkedIn pages,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76042" rel="noopener noreferrer" target="_blank">@OmniScienceCapital</a>&nbsp;page on Facebook and&nbsp;<a href="https://www.instagram.com/omnisciencecap/" rel="noopener noreferrer" target="_blank">@OmniScienceCap&nbsp;</a>handle on Instagram.</li></ul> DISCLAIMER:<ul><li><a href="https://tinyurl.com/msmcene9" rel="noopener noreferrer" target="_blank">https://tinyurl.com/msmcene9</a></li></ul>

A Global Equity Specialist founded by IITians with a combined experience of more than 40 yrs. OmniScience uses Scientific Investing to create SuperNormal Portfolios to ‘Enhance Safety, Enhance Growth, Enhance Returns’

Omniscience Capital

Zero Debt

The Zero Debt smallcase combines criteria like zero long-term debt, constant earnings growth, and return on equity to select quality stocks.<ul><li>Zero debt companies are not burdened by interest or principal payments and hence are generally more financially stable. Such companies have greater flexibility in their financial decision-making and can focus on long-term strategic planning. Equity markets treat zero debt firms favorably, as they have lesser risk during economic downturns.&nbsp;&nbsp;</li><li>EPS growth indicates how well a company is generating profits over time. A consistent and positive EPS growth suggests that the company is effectively managing its operations and increasing its bottom line. In addition, EPS growth directly impacts shareholder value. As earnings increase, the company becomes more valuable, and this can potentially lead to a rise in the stock price, benefiting existing shareholders.</li><li>ROE measures the efficiency of management in generating profits relative to shareholders' equity. A higher ROE generally indicates efficient use of shareholders' funds, sound business strategies and effective capital allocation.</li></ul> Use this smallcase to invest in efficiently managed debt-free companies that have been growing rapidly.

Quantace Defence Stars

Quantace's Preferred Picks in the Defence Theme <ul><li>Stock Selection - Concentrated treasure basket of 3-15 stocks selected from NIFTY Defence Universe</li><li>Rebalancing - Rebalancing is done once every week</li><li>Performance - Historically has given a superior risk-adjusted return than the benchmark</li><li>Hedging - In times of extreme volatility, we increase our exposure to LIQUIDBEES or add exposure to instruments like GOLDBEES &amp; SILVERBEES</li><li>Since this is a Sector/Thematic Basket, you will be exposed to this Risk.</li></ul> P.S: Try using 5+ lakhs as an investment in charges calculator to see the benefit over time. At Quantace, we understand that every investor's needs and goals are unique. That's why our Defence Stars Smallcase is NOT a pre-set Model Portfolio. Instead, we recommend working with a trusted Investment Advisor to customize the allocation of stocks based on your individual risk profile, ensuring that the portfolio is tailored to meet your specific financial goals. Please note that past performance can't guarantee future results, and it's essential to read the prospectus and consult with a financial advisor before investing.

Simplifying Investing using AI & ML Methods. We are Democratizing High-Quality Quant Investing for Retail that was once reserved for HNIs and Institutions.

Quantace Research

Dividend Aristocrats

For long-term investors, dividend returns are very important as they are an additional income that is earned over and above the capital gains earned by holding onto the stock.
<ul>
<li>This smallcase consists of companies that have increased their dividend payout consecutively for the last 10 years.</li>
</ul>
Stock returns consist of two parts--price return and dividend return. An investor can earn back a significant portion of the investment in the form of dividends, before selling the stock.

Quantace 5 Trillion India

India's aspiration to become a 5 Trillion USD economy is an audacious goal envisioned by none other than our honourable Prime Minister Shri Narendra Modi. Achieving this milestone is contingent on the participation of publicly listed companies from various sectors in the country's growth story. At Quantace, we are inspired by this ambitious vision and have curated ready-made baskets of potential high-growth stocks from different sectors and themes. <ul><li>Stock Selection - Concentrated treasure basket of 12-22 stocks selected from Top 750 Universe</li><li>Rebalancing - Rebalancing is done once every week</li><li>Performance - Historically has given a superior risk-adjusted return than the benchmark</li><li>Hedging - In times of extreme volatility, we increase our exposure to LIQUIDBEES or add exposure to instruments like GOLDBEES &amp; SILVERBEES</li></ul> P.S: Try using 5+ lakhs as an investment in charges calculator to see the benefit over time. At Quantace, we understand that every investor's needs and goals are unique. That's why our 5Trillion Titans Smallcase is NOT a pre-set Model Portfolio. Instead, we recommend working with a trusted Investment Advisor to customize the allocation of stocks based on your individual risk profile, ensuring that the portfolio is tailored to meet your specific financial goals. Please note that past performance can't guarantee future results, and it's essential to read the prospectus and consult with a financial advisor before investing.

GI Next 50 Largecaps

Omni Super Dividend - High Income Portfolio

RATIONALE:In today's ZIRP (Zero Interest Rate Policy) World the returns on fixed income instruments, such as bank fixed deposits and bonds are quite low.<ul><li>Omni Super Dividend is a portfolio of stocks of companies whose bonds are, primarily, AAA-rated.</li><li>The dividend yields of these companies are, currently (at the time of launch), higher than the bond yields of these companies and also higher than bank fixed deposits.</li><li>This is a rare opportunity where Mr. Market is making a mistake and the situation is unlikely to remain like this for long.</li><li>Investors who can bear the equity volatility can enjoy the high income from the dividend yields with a strong possibility of gains from company growth as well as re-rating by Mr. Market.</li><li>Of course, neither the income nor the principal is guaranteed in such equity investments. But the DIPAM (Department of Investment and Public Asset Management) guidelines are designed to ensure that the dividends are stable, growing and periodically distributed.</li></ul> VIDOES:<ul><li>Brief introductory video (06-Mar-23 : 3 Mins) :- <a href="https://tinyurl.com/2ace7pc2" rel="noopener noreferrer" target="_blank">https://tinyurl.com/2ace7pc2</a></li><li>For regular updates subscribe to&nbsp;our YouTube Channel&nbsp;<a href="https://tinyurl.com/5brfbxwt" rel="noopener noreferrer" target="_blank">https://tinyurl.com/5brfbxwt</a></li></ul> RESEARCH REPORTS:<ul><li><a href="https://tinyurl.com/2p888tn" rel="noopener noreferrer" target="_blank">https://tinyurl.com/2p888tn</a></li></ul> NOTE:<ul><li>This is NOT a fixed income debt product, but an equity product with all the risks, volatility and returns associated with equities.</li><li>If you are an existing investor of Omniscience Capital on a Fixed Fee model, please contact us before subscribing to this product.</li><li>LUMPSUM: To get maximum benefit from this investment, start with a lump sum of INR 4 Lakhs.</li><li>SIP: For a lower starting amount, do an SIP of INR 8K per month.</li><li>Holding Period: The minimum holding period should be preferably 5 years but at least 3 years.</li><li>To stay updated on our latest research, reports and investment strategies, you can follow us on our social media handles, viz.,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603a" rel="noopener noreferrer" target="_blank">@OmniScienceCap</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603c" rel="noopener noreferrer" target="_blank">@OmniScience_IN</a>&nbsp;Twitter handles,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603e" rel="noopener noreferrer" target="_blank">@OmniScience Capital</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76040" rel="noopener noreferrer" target="_blank">@OmniScience smallcase</a>&nbsp;LinkedIn pages,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76042" rel="noopener noreferrer" target="_blank">@OmniScienceCapital</a>&nbsp;page on Facebook and&nbsp;<a href="https://www.instagram.com/omnisciencecap/" rel="noopener noreferrer" target="_blank">@OmniScienceCap&nbsp;</a>handle on Instagram.</li></ul> DISCLAIMER:<ul><li><a href="https://tinyurl.com/msmcene9" rel="noopener noreferrer" target="_blank">https://tinyurl.com/msmcene9</a></li></ul>

Teji Mandi Flagship

The Teji Mandi Flagship provides index-beating premium stock advisory &amp; education. 1)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Liquid stocks: We pick stocks from Nifty 500, providing optimum liquidity2)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Focused stock picking: We combine a portfolio of short term tactical bets with long term winners. This ensures that the investor gets the advantage of stocks that would compound over a 12-18 month period, and is able to take advantage of special company/sector situations from a&nbsp;3-6 month perspective.3)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Disciplined selling: We look to protect investor capital by exiting stocks under 3 situations:a. Company or industry fundamentals have started to changeb. Too much negativity around a company or sectorc. An extreme macroeconomic/market situation. In some cases, we will exit volatile stocks, and hold the corresponding percentage of the portfolio in stable Liquid ETFs such as ‘Liquid Bees’. Once an opportunity arises, we will deploy the capital in stocks which meet our criteria.

House of Murugappa

Murugappa group started as a money lender in 1900 in present-day Myanmar. Subsequently, the group diversified into textiles, agriculture and financial services. At the time of World War II, the company moved its assets into India and established its headquarters in present-day Chennai.&nbsp;&nbsp;&nbsp;&nbsp; <ul><li>The Murugappa group operates across 40 countries in diverse sectors like financial services, agriculture, engineering, textile, and real estate development.</li><li>With a legacy of 120+ years and household brands like Hercules, Parry’s, Chola and more under its belt, the Murugappa group has an excellent reputation and track record of building successful businesses.</li><li>For FY22, the group posted a turnover of ₹54,722 crores and a net profit of ₹5,520 crores, registering a year-on-year growth of 31% and 23% respectively.&nbsp;</li></ul> This smallcase will provide exposure to a diverse group of efficiently managed, fast-growing companies.&nbsp;&nbsp;&nbsp;

The Naked Trader

This smallcase is created on the basis of investment criteria set out by Robbie Burns, a UK-based trader, in his book ‘The Naked Trader: How Anyone Can Make Money Trading Shares’. These criteria have been adapted to Indian stock market conditions to build this smallcase.<ul><li>First, the financial vigour of stocks is checked and only those stocks whose revenue, earnings and dividend payouts have increased in the most recent financial year are selected</li><li>Next, companies whose debt burdens are low relative to their operating profits are selected. Low-debt companies pay low interest, which automatically boosts profitability. Such companies are relatively better off even when the business environment is facing a downturn</li><li>In addition to this, the model also checks for ratios like PE, so that reasonably-priced stocks are selected</li></ul>

Infra Tracker

The infrastructure sector is a key driver for the Indian economy as it is responsible for propelling India’s overall development and enjoys the intense focus of the government. The infrastructure sector has a multiplier effect ranging from 1.2 to 1.5 times on the GDP i.e. for every rupee spent on infrastructure, the economy grows by an additional ₹1.2 to ₹1.5.In just a decade, from 2013 to 2023, the percentage of the total budget allocated to infrastructure has surged from 13% to an impressive 22%. The Indian government has been actively promoting infrastructure development through various initiatives such as the PM Gati Shakti (multi-modal logistics development), Bharatmala Project (road development), Sagarmala Project (port-led development), Smart Cities Mission, AMRUT (urban infrastructure), and Pradhan Mantri Awas Yojana (housing for all). These initiatives provide a strong impetus for infrastructure growth.100% FDI is permitted under the automatic route across various infrastructure sectors. FDI in the construction development sector (townships, housing, built-up infrastructure, and construction development projects) and construction (infrastructure) activities stood at $26.23 bn and $28.95 bn, respectively, between April 2000 and September 2022This smallcase comprises construction &amp; engineering, water management, cables, ports, and cement companies to allow investors to efficiently track and invest in the infra sector.

Value Investing Smallcase

The Value Investing Smallcase is a diversified smallcase based on the principles of value-investing. The strategy completed 4 years on Aug 1, 2022 and has been available on <a href="https://aurumcapital.in/" rel="noopener noreferrer" target="_blank">https://aurumcapital.in/</a>. <ul><li>This is a diversified smallcase comprising of 15-20 stocks with emphasis on risk mitigation and sector-allocation adherence.</li></ul> <ul><li>The founders have endured multiple bull and bear markets and have a combined experience of about 5 decades in value investing. The focus is to create long-term wealth and work towards the financial freedom of subscribers. We also focus a lot on behavioral aspects of investing and focus on process.</li></ul> We will be looking at following opportunities for investment in this strategy.<ul><li>Value+Growth at a reasonable price</li><li>Turnaround Opportunities</li><li>Mispriced Bets</li><li>Cyclical/commodity Stocks</li><li>Special Situations</li></ul> <ul><li>We look at companies with good corporate governance practices, and sustainable balance sheets and which have survived past downcycles.</li></ul> <ul><li>Our founders have done extensive dissemination of knowledge in investing. Please visit <a href="https://aurumcapital.in/blogs" rel="noopener noreferrer" target="_blank">https://aurumcapital.in/blogs</a> for details.</li></ul> <ul><li>Recommended investment of &gt; 7 lakhs in the portfolio (lumpsum or over a period). This is not advise but purely to convey for the fees to make commercial sense. How much to allocate is purely investor decision and discretion.</li></ul> <ul><li>Aurum Capital provides only company research under Research Analyst services. Please consult your Investment Advisor before making investment decisions.</li></ul>

Aurum Capital is a SEBI registered Research Analyst firm. Aurum Capital founders have close to 5 decades of experience in Indian and International equities. 

The rich industry experience helps us understand companies, the complexities of businesses, and the tipping points that make or break companies. Our research is not limited to number crunching, but going beyond this and doing scuttlebutt research. 

The founders have a deep understanding of the market, business, and economic cycles and are considered premier authorities on this subject in the Indian market. The founders regularly appear on Indian Business Channels and Newspapers.

Aurum Capital

Quantace PSU Bank Stars

Quantace's Preferred Picks in the PSU Banking Sector <ul><li>Stock Selection - Concentrated treasure basket of 3-15 stocks selected from NIFTY PSU Banking Universe</li><li>Rebalancing - Rebalancing is done once every week</li><li>Performance - Historically has given a superior risk-adjusted return than the benchmark</li><li>Hedging - In times of extreme volatility, we increase our exposure to LIQUIDBEES or add exposure to instruments like GOLDBEES &amp; SILVERBEES.</li><li>Since this is a Sector/Thematic Basket, you will be exposed to this Risk.</li></ul> P.S: Try using 5+ lakhs as an investment in charges calculator to see the benefit over time. At Quantace, we understand that every investor's needs and goals are unique. That's why our PSU Bank Stars Smallcase is NOT a pre-set Model Portfolio. Instead, we recommend working with a trusted Investment Advisor to customize the allocation of stocks based on your individual risk profile, ensuring that the portfolio is tailored to meet your specific financial goals. Please note that past performance can't guarantee future results, and it's essential to read the prospectus and consult with a financial advisor before investing.

Digital Inclusion

India has witnessed a digital revolution in recent years, driven by increased internet penetration, smartphone adoption, and affordable data plans. With 692+ million internet users, India is now the 2nd largest online market behind China. This number is expected to grow to 900 million by 2025. While India is the second most populous country in the world, only about 47% of people use the internet. In developed countries like the US and Japan, more than 90% of people access the internet.<ul><li>In Budget 2023-24, the government highlighted its plans to enable 5G services in India by setting up 100 labs in engineering institutions. The labs will be focused towards building applications such as smart classrooms, precision farming, intelligent transport systems, and healthcare applications using 5G services.&nbsp;</li><li>The volume of digital payment transactions has increased from 5,554 crore transactions in 2021-22 to 8,840 crore in 2022-23. The government plans to continue providing fiscal support to the payment infrastructure in the current financial year.</li><li>Additionally, the government is encouraging domestic mobile phone production through various exemptions on customs duty. In the last financial year, mobile phone production in India increased from 5.8 crore units valued at about ₹18,900 crores in 2014-15 to 31 crore units valued at over ₹2.75 lakh crores.&nbsp;</li></ul> This smallcase consists of companies like data providers, equipment manufacturers, &amp; infra enablers working towards a digital India.

BM Vision 2030 Smallcase

This portfolio will participate in the megatrends that have and will emerge over the next decade. We do not want to buy cheap stocks but buy stocks that will become cheap due to growth in the underlying business.We will completely avoid absolute illiquid small caps which have entry and exit issues. Those stocks are like Abhimanyu easy to get in and almost impossible to exit.A concentrated portfolio of 12 stocks is enough to beat the underlying bench mark (Nifty 50).We will invest across sectors and market caps. Weightage will be 50% above or below the simple formula (100/No. of stocks).So if we have 12 stocks:•&nbsp;&nbsp;the maximum weightage will be 50% above 100/12 = 8.33% = 12.50%•&nbsp;&nbsp;the minimum weightage will be 50% below 100/12 = 8.33% = 4.17%

Basant Maheshwari Wealth Advisers LLP  offers portfolio management and Investment advisory services. The firm focuses on investing in companies which have predictable and consistent earnings and can typically generate above average earnings growth over longer periods of time. 


Basant Maheshwari Investing

Speciality Chemicals

Speciality chemicals are specific items that are used in low quantities for the production of high-value goods<ul><li>Indian middle class is leading a dramatic change in demand for items like food, clothing and transportation, which is primarily driving demand for speciality chemicals</li><li>For example, caramel manufactured from sugar is a commercially produced speciality chemical. Caramel colouring is extensively used to manufacture soft drinks and confectionery items</li><li>Production of speciality chemicals allows customer stickiness and leads to high revenue predictability</li><li>Since price of speciality chemicals is determined through negotiations, increase in raw material costs can also be passed on to protect margins</li></ul>This smallcase comprises companies manufacturing speciality chemicals that are used in a wide range of industries like automobiles, pharma, textiles, food processing, agrochemicals, etc

CWA Multi-Cap Momentum Gladiators

Recommended Investment amount : 5 to 15 lakhs, Recommended investment duration : 3 years.<ul><li>CWA Multicap Momentum Gladiators is a Systematic Long-only portfolio run by Compounding Wealth Advisors LLP.</li><li>CWA Multicap Momentum Gladiators tracks customised 1500 stocks listed on the NSE Exchange and invests in the best suited 20 Stocks of the index based on the trend and momentum of the stock</li><li>Every stock gets approximately 5% allocation at the time of entry</li><li>Portfolio rebalancing shall be done on a weekly basis</li><li>We aim to ride our winners and cut our losers short</li><li>We have managed to build completely rule based systematic long only strategies around these core ideas which cut out any discretion with regards to stock selection and position sizing. Systematic investing removes dependency on any particular stock and believes in selective diversification.</li></ul>

Compounding Wealth Advisors LLP (CWA) is a SEBI registered Investment Advisor

The team at CWA has over 25 years of trading and investing experience in the Indian stock markets. We have developed quantitative trading and investing strategies that we utilise to generate optimal returns and limit risk for our clients.

Our vision is to compound our clients' wealth significantly over a long period of time.

Our strategies are based on the principles of trend following. We “Let our profits run, cut our losses short.”

Compounding Wealth Advisors

Rising Rural Demand

With 64% of India's population living in rural areas, the rural sector is one of the major driving forces behind India's economy. Nearly 55% of the population relies on agriculture for their livelihood and it contributes 17% to the nation's GDP. The rural sector has been a key driver of the Indian economy.&nbsp; <ul><li>Thanks to government initiatives, increased disposable income, and infrastructural development, rural consumption is on the rise. It is estimated that consumption in rural India is growing at 1.5 times the rate in urban India.</li><li>Rural development has also been the key priority for the Indian government consistently over the years.</li><li>As part of Budget 2023-24, the total outlay towards major agriculture and rural development projects stands at ₹2 lakh crores</li><li>Agri-focused schemes like Pradhan Mantri Krishi Sinchai Yojna, Krishionnati Yojana and Pradhan Mantri Kisan Sampada Yojana have seen a significant jump in allocation.&nbsp;</li><li>With the growth of rural markets, more and more companies will focus on tailoring their products and marketing strategies to cater to the unique needs and preferences of rural consumers.&nbsp;</li></ul> This smallcase has companies that either derive a significant amount of their revenue from rural India or are striving to enhance their foothold across rural markets to benefit from increasing rural demand.

The PE List

Venture Capital funds and Private Equity firms invest in early stage or growth phase companies that show long – term growth potential.• These firms invest in companies which possess qualities such as innovative/disruptive technologies, competent management teams and well-developed business models. They also conduct extensive due diligence regarding the company’s business model, management team, industry dynamics, growth prospects, etc. before investing.• These firms usually take board seats and provide advice, support, introductions, etc. related to operations, strategy, and financial management of the company• This combination of funding and expertise usually results in good growth prospects for the investee companyThis smallcase consists of stocks in which PE and or VC firms hold high stakes.

Brand Value

India is likely to be the third-largest consumer market in the world by 2030.
<ul>
<li>Spending habits and consumption patterns have changed with the increased disposable income in the hands of millennials</li>
<li>India&rsquo;s aspirational class is huge and its total consumption is also very high</li>
<li>This change in consumption patterns will increase demand across sectors like food &amp; beverages, clothing &amp; footwear, household goods, healthcare and leisure facilities</li>
<li>Companies with strong brands will benefit from such consumption</li>
<li>A brand is usually a name that consumers emotionally associated to, which creates a moat for the company</li>
</ul>
This smallcase consists of companies that have been able to leverage their brand power into an outstanding financial track record over the years.

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