CANSLIM-esque

BM Top 10

•	Despite multiple headwinds at start of 2023, Indian markets delivered strong performance. However, with stretched valuations in small and mid-caps, some allocation in large caps can reduce overall volatility for one’s portfolio. •	BM Top 10 will comprise of 10 solid names, with an aim of outperforming the underlying benchmark Nifty50. •	A portfolio of high growth large caps to generate alpha, while keeping in mind the lower risks, makes it apt for new investors with limited risk appetite. •	Factors such as strong investor sentiments, lower inflation, expectations of steady to lower interest rates and higher economic growth can drive higher FIIs funds inflow into Indian Markets. The large caps are poised to be the beneficiaries of FII inflows, since FIIs generally prefer liquid large caps. •	With expected rate cuts and upcoming elections, we have designed the portfolio to benefit mostly from higher capex, discretionary spending and sector rotations to ride the multi-year upcycle in the Indian economy. •	The minimum investment in the smallcase that we recommend is INR 3 Lakh. This product is suitable for investors who are seeking: •	Investing in a concentrated portfolio of large cap stocks aiming to beat the Nifty 50 and an average mutual fund over a longer time horizon with lower volatility. •	Capital appreciation over long-term.

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

Fundamental

Technicals

Relative

Smallcase Keymetrics

Societe Generale recent bets

Ashish Kacholia recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

FC Special Situation Strategy

This strategy aims to generate long-term capital appreciation by investing in mis-priced stocks facing special situations. The mis-pricing of stocks can occur due to companies facing special situations like Corporate action (M&amp;A, Delisting, Demerger, Reverse Merger etc), regulatory/policy changes, management restructuring, Technology led disruption or any temporary challenges in the working environment. The strategy, consisting of max 25 stocks each caters to one or more themes: Event based situations, strong sectoral shifts and disruption due to new emerging themes The portfolio rebalance is done as and when required.

FinTrekk Capital is founded by Amit Kumar Gupta, who is a SEBI registered Research Analyst and act as proprietor. It specialising in identifying emerging and fundamentally strong businesses, with a mix of value and growth investing. The vision is to assist our investors in beating inflation as well as outperforming market across cycles.

FINTREKK CAPITAL

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>

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

H2 MULTICAP STRATEGY

H2 MULTICAP STRATEGYThis 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 gives a combination of quality Mid and Small Cap stocks primarily based on growth parameters.PORTFOLIO CHARACTERISTICS·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Diversified portfolio of ~ 15-25 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 behavioral 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

Top 10 Insider Trading

Top 10 Insider Trading actively tracks Open Market Buying and Selling by Promoters. We believe, buying by promoter from open market is generally seen as a good sign as its generally a one-way road For eg. Promoters seldom trade in and out of their own company shares, which means there is a long-term commitment of their capital when they buy shares in their own company. The Net cash accumulated by the promoters via salary and dividends is not a big fraction of the market cap and hence we give importance to promoter buying as an important data point to analyse Over a period of years since we have analysed this data, we have found multiple multibaggers with a good risk reward entry point. Hence we have come up with a smallcase which tracks the promoter buying theme very closely, try and mix it with technical and fundamentals to create a basket of stocks which can do well over a period of time

A simple combination of Technical Analysis and fundamentals is Super ! 

Techno-Funda. 
Insider Trading. 
Value. 


Nooresh Merani

BM Focused Small Cap

While the markets have come nearer to their highs the small caps haven’t moved at all. We think that the small caps are sitting on the cusp of a big move up.&nbsp;In this context we are launching our ‘BM Focused Small cap’ smallcase. And like always we will put in our own Rs 5 lakhs every month into this scheme 1)&nbsp;Investment Philosophy: Investing in smallcaps can be rewarding if we can select market leaders growing at 20% plus with high return on equity of more than 20% and which are available at decent valuations. We have selected companies where there is industry tailwind for the next 3-5 years. We will avoid companies where there are corporate governance issues. We aim to focus on protecting downside risk.&nbsp;2)&nbsp;Our Personal Investment: Based on our principle of having ‘thick’ skin in the game, we will put in ₹5,00,000 every month in our new smallcase also. Halwai apni mithai khata hai.3)Average Market Capitalisation: the weighted average market cap is approximately ₹15,000 crores. We don’t want to buy ultra-illiquid smallcaps run by untested and unscrupulous promoters.4)&nbsp;Minimum Amount: Theoretically, you can start with Rs 50,000. And scale it up as and when you can. This is a flat fees model. We don’t charge money on AUM. So, the more you put in the better it gets for you.&nbsp;5)Portfolio Concentration: This will be a concentrated portfolio of 15 stocks divided across Consumer, Financials, Capital Goods, Construction Real Estate6)Portfolio Benchmark : Nifty Smallcap100

IT Tracker

India remains one of the world’s top sourcing destination with a share of 55%. Indian IT exports touched a peak of US $670 billion in FY22. The contribution of the IT sector to India’s GDP stood at 7.7% in 2020. <ul><li>Indian IT &amp; ITeS companies have set up over 1,000 global delivery centers in over 80 cities around the world.</li><li>Revenues of the IT Business Process Management industry are estimated to be at around US $227 billion in FY22 from the previous $196 billion in FY21. The industry is expected to grow to US $350 billion by 2025</li></ul> This smallcase comprises IT &amp; ITeS and online services companies to allow investors to efficiently track and invest in the information technology sector.

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

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 plus Defence Related Stocks</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

STOCKSTAR MOMENTUM SUPERSTARS

Companies posting bumper results usually go through good immediate upside momentum . We try to catch these moves which are usually ferocious in the short term . Rebalacing may be more frequent depending on how the existing stocks perform and if any better opportunity is visible to us . There is No defined timeline for rebalacing

Stockstar

Technofunda Portfolio

Focus on investing in companies with strong fundamentals, growth potential and decent levels of valuation.

WealthCulture is a SEBI registered research house with the mission of helping retail investors in their wealth creation journey through fundamental, data backed, actionable research. We want to create a mindset that enables retail investors to think like owners and not traders, a mindset that calls for discipline and patience and the culture of learning. Proud to be with you in this wonderful journey called investing!

Wealth Culture

Aspire Sectors & Assets Rotation

Captures momentum among top asset-classes and sectors, while managing risk:1. Portfolio takes a concentrated position in 1 ETF from a universe of 2 asset-classes (Gold and Nifty) 3 sectors (IT, Pharma, FMCG)2. 1 ETF experiencing highest momentum is selected and held until momentum lasts3. 80% capital is deployed to the selected ETF, and rebalanced only if weight has changed significantly4. For risk management, we exit the ETF when its annualized volatility rises above 30%5. If capital is unutilized because of inadequate opportunities in the selected universe, upto 90% capital can be deployed in interest-rate linked ETFs6. Reviewed monthly

Robust investment strategies driven by quantitative research to help investors grow their wealth smartly!

SmartWealth.ai

HighWall

<ul><li>Positive Alpha -&nbsp;Invest in companies which has given positive alpha compared to benchmark.</li><li>Stock Selection -&nbsp;Stock selection and industry allocation will be independent of benchmark weights and is unconstrained by any market segments like sectors, themes, etc.</li><li>Diversification&nbsp;-&nbsp;A diversified portfolio with 45-50 companies selected from NIFTY 500, mainly from Large and Midcap Universe.</li><li>Capped Weight -&nbsp;A cap of 10% on individual stock at cost.</li><li>Momentum Philosophy -&nbsp;It follows momentum philosophy. No short selling or stock lending.</li></ul>

Along with technological development, analytical research and portfolio planning is going through drastic changes like never before. SmartBox Advisors was formed with the aim to explore these opportunities and provide investors quality research services

SmartBox Advisors

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.

Mi EverGreen

<a href="https://youtu.be/Ro15A-ldTv8" rel="noopener noreferrer" target="_blank">Mi Evergreen </a>is a dynamic strategy which aims to outperform the underlying benchmark CNX200.&nbsp;This index comprises 200 large and mid-cap names which are the top-quality stocks in the markets. This product is suitable for use in all stages of the market cycles as it is designed to invest in the strongest stocks in the pack at any point. Additionally, there is a permanent hedge of Gold available here.&nbsp;<ul><li>This portfolio consists of 20 stocks selected from the CNX200 universe</li><li>All stocks start at near 3.75% weightage of the entire portfolio</li><li>Gold ETF makes up for 25% of the portfolio</li><li>The stocks are selected based on the momentum ranking and every month a rebalance ensures that the strongest of the pack remains in the portfolio.&nbsp;This is akin to the concept of survival of the fittest.</li><li>Winners are allowed to run while losers are removed at the next balance if they meet the exit criterion.</li><li>The historical performance of this portfolio has beaten the benchmark by a wide margin</li><li>This is a monthly rebalanced portfolio. This helps in keeping the churn and the transaction costs low.</li><li>There is zero discretion of the manager in running this portfolio. The strategies have been rigorously back tested on years of data to prove their efficacy.</li><li>This is one of the more popular products at Weekendinvesting.</li><li>The optimal size for investing in this portfolio is INR 5 to 30 lacs</li></ul> A complete video on Mi EverGreen can be seen here<a href="https://youtu.be/Ro15A-ldTv8" rel="noopener noreferrer" target="_blank">https://youtu.be/Ro15A-ldTv8</a> <a href="https://calendly.com/support-lzc/one-on-one-discussion-with-weekendinvesting" rel="noopener noreferrer" target="_blank">Talk to Team WeekendInvesting</a> for any questions

Momentum Investing has been synonymous with WeekendInvesting since 2016.
The first smallcase manager with more  than 13000 current users who have trusted our systems. 

Come join us! Build your long term wealth with just 2 min effort per week.

You can engage directly with Alok at https://twitter.com/WeekendInvestng

Weekend Investing

myMoneySage Emerging superstar

myMoneySage stock portfolios are constructed using our proprietary quantitative models leveraging both historical as well as forward-looking factors.

myMoneySage

Quiver

GoalFi's Alpha Accelerators - Performance Picks

High Frequency Strategy

Lotusdew High Frequency strategy behaves like a long-only event based hedge fund. It aims to take positions in smallcap stocks that are expected to benefit from events like earnings surprise, dividends, mergers/split announcements, policy tailwind, order wins, analyst calls, rating upgrades etc by anticipating these ahead of announcements using Artificial Intelligence applied on behavioral finance techniques.<ul><li>This is a high turnover basket that aims to constantly find opportunities within smallcap universe.</li><li>This is actively managed where typically each stock is held for 3-6 months during which we expect positive events to play out in our individual stock selections.</li></ul> Investment Screening ProcessWe currently look at an universe of 1200 stocks to identify the basket. We source our own data directly from unstructured public disclosures that we process computationally to create our own proprietary dataset.<ul><li>We then apply behavioural finance techniques to identify dominant bets in the market to uncover potential event based opportunities in small cap stocks.</li><li>At this stage we look for overlaps with FPI bets, domestic investor preference, liquidity profile and earnings quality metrics to further shortlist to 200 stocks.</li><li>Next we screen out potential turn around stories to reduce risk in the portfolio as this is not a special situations strategy.</li></ul>

This portfolio is not available for US persons, including US citizens and residents.  The portfolio represented herein is available only to Indian residents.  For US persons, please refer to the LotusDew website: www.lotusdew.co

Lotusdew is a DIPP recognized wealth tech company under Startup India Program (DIPP38086). We use big data and machine learning to extract investment ideas from broad regulatory disclosures. We provide quantitative investment management, asset allocation and portfolio construction advise based on our proprietary models.


Lotusdew Wealth

BUOYANT Cross Cycle (Fixed Fees) 

Mi35

<a href="https://www.youtube.com/watch?v=dRS6_kc-Oag" rel="noopener noreferrer" target="_blank">Mi35</a>&nbsp;is a dynamic strategy which aims to outperform the underlying benchmark Smallcap250 index.&nbsp;These are the 251st -500th stocks in the market place. This product is suitable for use in all stages of the market cycles as it is designed to remain invested in the strongest 35 stocks in the pack regardless of market conditions<ul><li>This portfolio consists of 35 stocks selected from the Smallcap250 universe</li><li>All stocks start at near 3% weightage of the entire portfolio</li><li>The stocks are selected based on the momentum ranking and every week a rebalance ensures that the strongest of the pack remains in the portfolio.&nbsp;This is akin to the concept of survival of the fittest.</li><li>Winners are allowed to run while losers are removed at the next balance if they meet the exit criterion.</li><li>The historical performance of this portfolio has beaten the benchmark by a wide margin</li><li>This is a weekly rebalanced portfolio. This ensures deep drawdown in stocks is avoided</li><li>There is zero discretion of the manager in running this portfolio. The strategies have been rigorously back tested on years of data to prove their efficacy.</li><li>This is one of the more popular products at Weekendinvesting.</li><li>The optimal size for investing in this portfolio is INR 5 to 30 lacs</li></ul> <a href="https://www.youtube.com/watch?v=dRS6_kc-Oag" rel="noopener noreferrer" target="_blank">A complete video on the Mi35 can be seen here</a> <a href="https://calendly.com/support-lzc/one-on-one-discussion-with-weekendinvesting " rel="noopener noreferrer" target="_blank">Talk to Team WeekendInvesting</a> for any questions

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

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

Small Cap High Growth Low Valuation Strategy

We 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 lineStep 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

Growth & Income

This smallcase is based on the investment criterion set out by Kevin Matras, a US based investment expert, in his book "Finding #1 Stocks: Screening, Backtesting and Time-Proven Strategies".<ul><li>For better suitability, all the criteria have been adapted for the Indian markets</li><li>Companies which utilize their investments efficiently will be able to manage consistent earnings growth. This smallcase selects companies having better ROE and earnings growth compared to their respective sector averages</li><li>Sometimes, companies can manipulate earnings through bad accounting practices, but its harder to do that with cash. Thus, this smallcase uses the P/OCF (price to operating cash flow) ratio instead of PE (price to earnings) ratio to select companies available at attractive valuations</li><li>Additionally, this smallcase only selects companies experiencing positive dividend growth</li></ul>Use this smallcase to invest in efficiently managed companies at comfortable valuations

Omni Bharat Defence

RATIONALE:<ul><li>At $84 billion, India has the fourth 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. India has already achieved an export of INR 21000 crores in FY2024. This is an increase of 31 times over the last 10 years.&nbsp;The export target has been raised to INR 50,000 crores by FY2029.</li><li>In the modern geo-strategic sphere, the concept of Defence has many more dimensions beyond arms, ammunitions and weapons. The concept includes controlling diplomacy, controlling sea routes or other important merchandise transport routes, cyber security, space security, energy security, strategic commodities security, rare earth metals security, food security among others.</li><li>While this curated portfolio started initially as an exposure to defence companies with strong technology moats such as torpedoes and missiles, aircraft carrier, fighter jets, submarines, electronic systems, etc., today it has been modified to include several companies from the above-mentioned dimensions. Over a period of time the portfolio will continue being modified to take exposure to different additional dimensions and also to be optimized for growth and valuations while being compliant with the Scientific Investing Framework.</li><li>This portfolio is likely to look quite different from other Defence portfolios which might be filled with pure-play conventional defence stocks which are likely to be overvalued. This portfolio will diversify outside of pure-play defence weapons manufacturing to other companies which might have defence as a segment but are relatively undervalued.</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>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>

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.

Value Investing - GoalFi Smart Picks

SenSage Shariah Small Cap

<ul><li>A socially responsible investment product that is attractive to faith-based investors who do not wish to invest in stocks that engage in activities that they deem to be against their beliefs.</li></ul>&nbsp;<ul><li>This small case meets the basic stipulations as commonly agreed and approved by contemporary Shariah scholars across the globe and is approved by ShariahCap Advisors LLP.</li></ul>&nbsp;<ul><li>Smallcap stocks are emerging stars of industry and offer the potential of multibagger returns albeit with high volatility. Suitable for investors with high-risk appetite.</li></ul>&nbsp;<ul><li>All investments will be withdrawn from the smallcase, which was shariah compliant at the time of making investments but subsequently became Shariah non-compliant whether on business or financial parameters or both. Such investments will be withdrawn within 60 days of the company being declared Shariah non-compliant. The change will be made at the time of rebalancing and reason for exit of the company will be indicated with reason (i) Shariah Reason (SR) or (ii) Other Reason (OR).</li></ul>&nbsp;<ul><li>Investment objective is long term appreciation.</li></ul>&nbsp;<ul><li>There is no expense ratio, no exit charges and fee is charged based on the assets of the client.</li></ul>&nbsp;<ul><li>For full compliance with shariah law investors are required to purge the prorata portion of interest income accrued on their holding of shares in a company.</li></ul>

 A perfect investment companion to realize your financial aspirations, SenSage offers holistic Islamic Wealth-Building as well as precise financial guidance for faith-based investors. From investing in equity, mutual funds and exchange traded fund to custom based goal including education.

The ideal combination of high-end technology and investment research expertise, SenSage secures your future by designing personalized shariah-compliant portfolios, risk profiling, combining apt assets and executing accurate timely changes. Being a value-oriented specialized SEBI Registered Investment Adviser, we generate and sustain your wealth ethically. 

SenSage

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.

Eka Capital India Opportunities

Omni AI-Tech Global - Artificial Intelligence

RATIONALE:<ul><li>AI is expected to have a $15.7 trillion impact by 2030 (Source: PWC).</li><li>Commercial use cases: Robotic Process Automation, ADAS &amp; Connected Car, Industry 4.0, Robotics, Cybersecurity &amp; Surveillance, Telemedicine, etc.</li><li>Individual use cases: Autonomous Vehicles, Voice Assistants, Smart Wearables, Robotic vacuum cleaners, etc.</li><li>The portfolio provides exposure to Global AI platforms, AI-ecosystem enablers and AI chip manufacturers among others.</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>Under the current platform configuration, it is not possible to provide globally listed stocks directly in the portfolio. Hence, we are constrained to provide the global allocation through India-listed, INR-denominated ETFs and not via direct investment in US-listed stocks.</li><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 15K 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>

Wright 🌱 Smallcaps 

Meet Wright Smallcaps. A simple investment strategy aimed at maximizing potential with small-cap stocks. Our approach includes:<ul><li>Easy-to-Understand Factors:&nbsp;Picking top stocks using value, quality, and growth.</li><li>Careful Selection:&nbsp;Choosing 20-25 high-potential stocks for impressive results.</li><li>Smart Techniques:&nbsp;Using easy-to-grasp concepts for optimal stock choices.</li><li>Monthly Updates:&nbsp;Keeping the mix fresh and balanced with regular adjustments.</li><li>Low Risk:&nbsp;Managing risks through diverse stock selection.</li></ul>Explore the Wright Smallcaps Strategy and unlock the growth potential of small-cap stocks.

Elevate your investing journey with our AI-powered robo-advisor! Leveraging quantitative research, factor modeling & machine learning, Wright Research empowers the right investments.

Wright Research is a SEBI registered investment advisor with one of the oldest momentum smallcase and balanced multifactor smallcase on the platform. With over 25,000 users who have trusted our methodologies & investments across smallcase, equity and mutual funds, Wright Research focuses on data driven decision making to select high quality stocks with the potential to outperform.

Wright Research

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%

SBI Nifty50 Equal Weight ETF's objective is to provide returns before expenses that closely correspond to the total returns of the NIFTY50 Equal Weight - TRI subject to tracking errors

SBI Nifty50 Equal Weight ETF

Average daily traded value of the ETF is low

SBI Nifty50 Equal Weight ETF

SBI Nifty50 Equal Weight ETF

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