Gulaq Gear 4

Ashish Kacholia recent bets

Vijay Kedia recent bets

Recent Big Buys

Momentum Masters

<a href="https://cravingalpha.smallcase.com/smallcase/CRALMO_0006" rel="noopener noreferrer" target="_blank">Invest in this portfolio, paying only for days you stay invested at 0.16% a month</a> Invest in top performing stocks of the Nifty 500 with valuations as weights We usually base our hypothesis on the <a href="https://www.investopedia.com/terms/e/efficientmarkethypothesis.asp" rel="noopener noreferrer" target="_blank">Efficient Market Hypothesis (EMH)</a> implying all information is reflected in the price. However, if a stock moves in a direction not justified by available information we believe the market knows more, and hence buy rating is triggered on the stock (above fair value + standard deviation). Portfolios focusing on momentum investing tend to overreact during market corrections, we have tried to hedge our portfolio to volatility by using valuation metrics as weights.

Based in Kolkata, India's former financial capital, we are leveraging data science and modern financial theories to transform a multigenerational equity broking and trading business into a retail-centric boutique equity advisory firm with the mission of providing premium and professional services to retail investors

Craving Alpha

Fundamental

Technicals

Relative

Smallcase Keymetrics

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

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

Alpha Flexicap

Alpha Flexi cap adopts a true to label flexi cap approach by investing in high quality, high growth companies across the market capitalizations.&nbsp;Key Features: <ul><li>Optimal portfolio construction which strikes balance between risk and reward.</li><li>Flexibility to invest across market capitalizations.</li><li>Diversified Portfolio with No Sector Bias.</li><li>Focused Portfolio of 20-25 stocks .</li></ul>&nbsp;Who Should invest in Alpha&nbsp;Flexicap? <ul><li>Diversified Portfolio Seekers:&nbsp;Investors who want a diversified portfolio with exposure to companies across the market capitalizations.</li><li>Long-Term Wealth Creation:&nbsp;Investors with a goal of long-term wealth creation who value flexibility in asset allocation.</li></ul>

Every portfolio is curated by a team of finest fund managers with immense experience in mutual funds, direct equities, portfolio management with strong and credible track record of performance. The team at Renaissance is highly accredited and has over 50 years of collective experience in managing investment portfolio for retail and institutional investors. All portfolios are crafted keeping in mind client's expectation from investment. Every portfolio is selected & weighted periodically to deliver superior risk adjusted returns to clients consistently over medium to long term.

Renaissance Smart Tech

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

GVSR - Media & Entertainment Sector Tracker

<ul><li>India's internet users are expected to reach 900 million by 2025, from approx. 622 million internet users in 2020, increasing at a CAGR of 45% until 2025.</li></ul> <ul><li>OTT video services market (video-on-demand and live) in India is likely to post a CAGR of 29.52% by FY26, driven by rapid developments in online platforms and increased demand for quality content among users.</li></ul> <ul><li>India's data consumption rate is the highest worldwide, with about 12 GB per person per month.</li></ul> <ul><li>Rapid adoption of 'Digital' as a way of life by many an Indian is likely to spur demand for good quality content, which augurs well for companies of repute operating in Media and Entertainment Sector in India Source:ibef.org</li></ul> Note: Being a thematic smallcase, this smallcase is likely to have fewer stocks/ETFs. Suggested (not mandatory - completely discretionary in your hands) amount of investment is of the order of Rs. 1.00 Lakh. It can be higher or lower based on individual's investible surplus, risk appetite , risk capacity, risk profile, asset allocation framework etc. This is a research recommendation in that sense. Conditions apply.

GVSRwealth is the trade-name used by Mr. Venkata Subrahmanyam Gutala (GVS) who is registered with SEBI as the Research Analyst. He is from IIM-Bangalore, with specialisation in Finance.  GVSR's primary motto is to provide professional investment services support of high quality, to millions of aspiring middle and upper middle class, who are in the pursuit of their wealth goals. 

About the Smallcase Manager:  GVS has a Masters Degree from IIM-Bangalore, with specialization in Finance. He was also a  former Partner at PwC India and Grant Thornton India, respectively. He has more than 6 years of Investment Advisory exp. to date

GVSRwealth

FII and HNI Concentrated Holding Stocks Gulluck

This smallcase is the intense workout of selecting few stocks out of many by carefully observing the buying Pattern of FII, DII and HNI Clients in the stock market. These stocks will be updated weekly or fortnightly as per the changes and available opportunities.When you Subscribe to This Gulluck You have an opportunity to receive the individual Updates of stocks also, this help you mark the target of the individual stock if you are an active investor.

Gaurav Sharma Is a Sebi Registered Research Analyst provides research to clients covering the opportunities in Stock Market. 
He use a Method to weekly analyze the stocks as per the theme and Guide his clients  about the accumulation zone near the swing low or at a breakout as per the conditions . All small cases of Gaurav Sharma are optimized to weekly accumulation and review so that 52 weekly Reviews help clients get nearly Fair price i.e.  an average price of the stock. 
He choose the stocks as per theme and help clients with weekly webinar or you tube presentation to learn the overall trend of the market contact him for more detail.


Gaurav Sharma

Affordable Housing

Affordable housing refers to existing and future housing units that come under the Pradhan Mantri Awas Yojana (PMAY), which was launched in 2015. <ul><li>Budget 2022-2023 allocation to PMAY increased by 75% to ₹40,000 crores</li><li>The scheme was launched with the aim of building 2 crore affordable houses over a period of 7 years for the lower income segment</li><li>Out of which, approximately 80 lakh houses are being targeted to complete by FY23</li><li>Affordable housing projects were granted ‘infrastructure status’ earlier in Budget 2017, which ensured lower cost of borrowing for developers, thus encouraging them to take such projects</li><li>Developers engaged in affordable housing projects do not have to pay GST</li><li>These measures are expected to increase the demand for affordable houses and corresponding loans.</li></ul> This smallcase consists of stocks from segments like housing finance companies focused on financing low and middle income segments, real estate developers constructing affordable houses and cement &amp; building products companies.

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

Marcellus MeritorQ- Fixed Fee plan

There are many companies with poor fundamentals that are seemingly undervalued for right reasons. The primary task of the investor is to consider if the stock has good fundamentals to begin with and then consider valuation.&nbsp; We have encapsulated the essence of this approach through a rules-based strategy which seeks to identify quality companies that are relatively undervalued compared to others. Quality aspect is measured on multiple dimensions such as low financial leverage, clean accounts and consistency of profitability.

At Marcellus, our Purpose is to make wealth creation simple and accessible by being trustworthy & transparent capital allocators. At Marcellus has evolved from the ideas of Kirby and Thiel, which we have refined further. Our investing approach has 3 pillars:

Clean Account
Capital Allocation
Competitive Advantage

MeritorQ combines our proprietary forensic framework and the rigour of quantitative portfolio construction to deliver superior risk adjusted returns.It is our first quant based product comprising of good quality, undervalued companies. Focus on strong fundamentals and statistical analysis keeps us grounded in data

Marcellus

OPEN INTEREST- Growth Momentum

Open interest is a portfolio built on the principles of growth and value investing. Open interest is a focused portfolio and invests in a maximum of up to 10 stocks that are in growth stage of their lifecycle and offer good growth potential from current prices. Universe: All listed stocks on the BSE &amp; NSE.Ø&nbsp;The portfolio identifies early stage investment opportunities and stocks that have become unreasonably cheap without confirming weakness in fundamentals.Ø&nbsp;The portfolio has the highest focus on quality of management. The fund manager talks to and studies managements of all companies before adding a stock to the portfolio.Ø&nbsp;The portfolio is re-balanced as and when the fund manager feels necessary.Ø&nbsp;The portfolio frequently maintains a position in fixed income instruments including ETFs and LIQUIDBEES, in the absence of any clear investment opportunities.

Equity portfolio management specialists.
Personalised, transparent, stress free advice for portfolios.

Sana Securities

Alpha Prime

This exclusive highly concentrated &amp; aggressive momentum investing strategy focusing on a curated set of 10 high-potential stocks displaying strong earnings momentum and trending opportunities. This is a high risk approach is precisely calculated to potentially reap exponential rewards. Our aim is to generate alpha returns that thrive amidst market volatility. Key highlights include:<ol><li>A concentrated, 10-stock portfolio hand-picked from the top 500 corporations.</li><li>Selected stocks demonstrating impressive momentum and potential for higher returns.</li><li>The potential for significant gains in bullish markets and resilience during high-risk scenarios.</li><li>Weekly portfolio rebalancing &amp; high portfolio churn to seize fresh trending &amp; emerging opportunities.</li></ol> Elevate your investments with our high risk, high momentum alpha generating strategy coupled with intelligent risk management.

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

Railways & Defence

<ol><li>India has one of the largest railway networks in the world, and it is an essential mode of transportation for millions of people across the country.&nbsp;</li><li>Heavy Investments in the railways sector by govt. to modernize and expand the network. This includes the introduction of high-speed trains, development of dedicated freight corridors, and advanced signaling systems to improve safety and efficiency.</li><li>The Indian government has also been encouraging private investment in the railways sector, with opportunities for public-private partnerships in the construction of new railway lines, stations, and rolling stock manufacturing.</li><li>Defense is another area of focus for the Indian government, given the country's strategic location and geopolitical challenges. India has been increasing its defense spending in recent years to modernize its armed forces and enhance its defense capabilities.</li><li>The government has been encouraging domestic manufacturing of defense equipment through initiatives such as the "Make in India" program. This includes developing domestic defense manufacturing capabilities, promoting joint ventures between Indian and foreign companies, and providing incentives for domestic production.</li><li>The government has been increasing investment in research and development for defense technologies, including advanced weapons systems, communication systems, and cybersecurity. This will help India to strengthen its defense capabilities and reduce its dependence on foreign suppliers.</li></ol>

Yellow Jersey

Gulaq Wealth

Why should you invest in this smallcase? 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

Mid and Small Cap Focused Portfolio

At Niveshaay, we believe to invest where there is low Risk and High Uncertainty. There is a misnomer that entrepreneurs take high risk and hence they are awarded with high returns. In reality, entrepreneurs do everything they can to minimize risk.The classic trait of Entrepreneurs is that they are great at dealing with uncertainty and are also good at minimizing risks and the same applies to investors in equity markets too.The Key Mantra should be to invest in a company that has the potential to grow at decent pace, visibility of sustainable profit and also have clarity on the leverage.In this portfolio, we have covered stocks which are available at a reasonable valuation and have huge earning potential upside. <ul><li>This portfolio comprised of basket of 15-20 small and mid cap focused stocks with great business potential.</li></ul> Recommended Investment Amount &gt; Rs. 5 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

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

MAE Wealth Generator

It is primarily designed for the Investors, who wish to invest for longer time frame and in the well diversified portfolio of Large, Mid and Small Cap. Our system of picking the stock is purely Investible Factor based and system driven, it does not have any human intervention in the finding an outperforming large cap, mid cap and small cap stocks. Hench enabling the Investor to get an Alpha over the Benchmark Return<ul><li>Focusing on the Undervalued Stocks to generate wealth in longer time frame</li><li>Focusing on the Relative Based Analysis with in the Sector and Category</li><li>Dynamic Percentage of allocation in different category of stocks</li></ul>

Modern Algos (MAE) is the SEBI registered research analyst. MAE engages itself in developing various models and methods, which enables the retail users to access all the required inputs/data/analysis under one umbrella, through an able team of professionals coming from years of experience in Technology/ Development/Business Analytics/ Business Development with hands-on experience of deploying the models and methods with appropriate key execution skills.

Modern Algos Private Limited

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>

Smallcap Compounders

Smallcap Compounders, as the name suggests, we like picking stocks at an early stage and holding onto them for long! A portfolio that is well diversified between 8-10 sectors primarily in the manufacturing space. Direct beneficiaries of the massive infrastructure development that our country is going through.Innovating from India for the world, these companies are able to innovate in new age sectors like Electric Vehicles, Green Energy. The companies in this portfolio: <ul><li>Companies with hyper growth business prospects, serving out of India to the world.</li><li>Primary themes like china plus one and atmanirbhar bharat playing out.</li><li>Small scale of the companies ensures huge growth potential.</li><li>Market Capitalization of the portfolio companies is between INR 200 - 3000 Crores.</li><li>The portfolio remains slightly concentrated at 10-15 companies.</li><li>Systems for ensuring safety of margin to limit downside risk by only investing in undervalued stocks.</li></ul>

Wealth Creation through a strong fundamental research and disciplined investing.
Top performing research house!

Green Portfolio

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>

Shariah - Chemical & Agri 

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.

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.

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.

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

Quiver

This is a concentrated smallcase with 5-15 stocks with a holding period of between a few weeks to a few years. The idea is to identify strong trending stocks in sectors that are performing well or are likely to perform well in the future. NOTE: There will be NO REFUNDS once you subscribe. Subscriptions will be CANCELLED if NOT INVESTED WITHIN 15 DAYS OF SUBSCRIPTION. The objective is to have better than benchmark risk-adjusted returns.

Long term wealth creation investment strategy

Intelsense

Omni SmallCap Supertrons

RATIONALE:<ul><li>SuperNormal Smallcap stocks which are in the accelerating and potentially explosive growth phase yet not fully identified by the market.</li><li>Strong fundamentals, growing businesses, getting entrenched and large TAM (Target addressable market).</li><li>Strategy capitalizes on mispricing using a superior valuation toolkit.</li></ul> VIDEOS:<ul><li>For regular updates subscribe to&nbsp;our YouTube Channel <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 2.5 Lakhs.</li><li>SIP: For a lower starting amount, do an SIP of INR 5K 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>

myMoneySage Emerging superstar

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

myMoneySage

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

Value & Momentum

A mix of value as well as momentum can be an ideal combination when it comes to stock investments.<ul><li>This smallcase includes stocks that are undervalued compared to their peers, but have been attracting attention off 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></ul>Invest in this smallcase to get exposure to undervalued stocks that are witnessing momentum in their price.You can access the asset allocation version of this smallcase with better risk-adjusted returns <a href="https://www.smallcase.com/smallcase/value-and-momentum-asset-allocation-version-SCMO_0044" rel="noopener noreferrer" target="_blank">here</a>

Multi Factor Dynamic Quantitative Algo

<ul><li>We feel the reason our strategy works in the Indian markets is because the number of quality stocks is limited and there is a decent flow of money chasing the same names.</li><li>Our recommendation is to follow the strategy completely, think of it as a stock with the ability to create wealth over the long term &amp; hence it is important to rebalance and exit when necessary.</li><li>We recommend that our strategy should be only a certain percentage of your portfolio , since it can have periods of volatility and but can be complementary to other style of investments.</li></ul>

The goal is to create wealth over the long term ( 5-10 years) for clients using a multi factor dynamic quantitative algo . The algo draws its edge from stocks that have strong momentum amongst other factors. Its a dynamic algo which aims to protect capital in the event of a downturn through dynamic risk management. The stock selection universe is the BSE 500 stocks. The portfolio of maximum 10 stocks is rebalanced quarterly , and can stay in cash ( liquid bees ) when investment is less than 10 stocks.  Recommend to invest a certain percentage ( 10-20%) of your entire portfolio in a multi factor algo.

Finansys

Value Investing - GoalFi Smart Picks

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

HDFC Mutual Fund: Nifty100 Low Volatility 30 Index Fund targets large-cap low-volatility stocks within the NIFTY 100 Low Volatility 30 Index

HDFC MF launches HDFC NIFTY100 Low Volatility 30 Index Fund: Check details

The Nifty Next 50 index represents 50 companies from Nifty 100 after excluding the Nifty 50 companies.

NSE To Launch Derivative Contracts On Nifty Next 50 Tomorrow, Check Details Here - News18

The Nifty Next 50 Index represents 50 companies from Nifty 100 after excluding the Nifty 50 companies.

NSE To Launch Derivatives On Nifty Next 50 Index Starting April 24

Shriram Finance to replace UPL in NSE’s Nifty 50 Index from Mar. 28, 2024. Other changes in Nifty Next 50, Nifty 100, Nifty Midcap Select, and Nifty 500 were also announced.

Shriram Finance To Replace UPL From NSE’s Nifty 50 Index

The company’s market capitalisation stood at Rs 53,315 crore, surpassing the level of some large-cap companies in the Nifty 100.

Can Tata Technologies Become A Large Cap?

Smart-beta funds, focussed on Nifty100 Low Volatility 30 Index, aim to reduce volatility when equity markets ride high and experts predict a correction ahead. But even diversified funds invest in such stocks

Nifty @20K: Can these low volatile stocks cushion your portfolio volatility?

The index committee undertakes rebalancing of the indices twice a year, according to the NSE Indices calendar.

NSE Semi-Annual Review: ACC, Nykaa Out Of Nifty 100; PNB, TVS Motor Added

The category offered an average return of around 3.28% in July. The schemes are benchmarked against NIFTY 100 - TRI, and S&P BSE 100 - TRI. The benchmarks offered 3.13% and 3.09% respectively.

50% large cap schemes manage to beat their benchmarks in July

The demerged entity will also be included in the Nifty 100, Nifty 200, and Nifty 500 indices, as well as other sectoral indices.

Jio Financial Services To Trade As Part Of Nifty 50, Sensex For Three Days Starting July 20

Apart from Nifty 50, Jio Financial Services will be included in 18 other indices, including Nifty 100, Nifty 200, Nifty 500, says NSE

NSE to conduct special pre-open session for RIL on July 20 as Jio Financial set to enter Nifty 50

LTIMindtree’s exit from the Next Nifty 50 has paved way for the entry of Jindal Steel & Power in the index. Besides, the steel manufacturer’s stock will replace HDFC in the Nifty 100 index as well.

Jindal Steel gains 2% on hopes of $30-million inflow after Nifty Next 50 entry

Zerodha Nifty 100 ETF's objective is to provide returns before expenses that closely correspond to the total returns of the NIFTY 100 - TRI subject to tracking errors