LoWall (Creation)

Low VolatilityInvest in companies which has low volatility compared to benchmark. Stock SelectionStock selection and industry allocation independent of benchmark weights and is unconstrained by any market segments like sectors, themes, etc. DiversificationA diversified portfolio with 25-30 companies selected from NIFTY 100, i.e from Large Universe, but all the 30 stocks are not included in the portfolio at once. The stocks are added in batches &amp; in staggered manner such that each batch of stocks increases the return of the overall portfolio with keeping the volatility to a minimum. Capped WeightA cap of 10% on individual stock at cost. Low Volatility PhilosophyIt follows low beta strategy. No short selling or stock lending.

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

Fundamental

Technicals

Relative

Smallcase Keymetrics

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>

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

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

Societe Generale recent bets

Ashish Kacholia recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

Omni Bharat Amrit Kaal

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

Selected Midcap and Small cap Gulluck 

As the name suggests, this basket is focusing on Quality mid-cap stocks and Stable Small Cap Stocks trying to stabilize returns during Market Events and increase momentum during a Bullish Phase.My method is like my other small cases where we focus on buying stocks in the accumulation zone with a weekly SIP and selling the stocks to use money management skills.The Selected Stocks have Good Business Potential and are Highly Liquid Just because they are undiscovered or Undervalued stocks they seem like small cap stocks or Penny stocks .

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

All in One

The ETF portfolio consists of 3 asset classes built to generate consistent returns across all market cycles. This is a long-only strategy to optimize risk-adjusted returnsEach asset class is chosen with a specific purpose:<ul><li>Indian Equity – to drive returns by capitalizing on India’s growth story</li><li>Debt – to generate stable returns, reduce volatility, and protect against steep corrections</li><li>Gold – to protect against inflation and economic shocks</li></ul>Additionally, exposure to multiple asset classes improves the risk behavior of the portfolio.Gold and Debt have a negative correlation with equities. This helps in reducing the portfolio risk and gives a diversified portfolio across asset classes.In our back test results, this smallcase has shown significantly lower drawdowns than Equity during economic shocks such as Global Financial Crisis (2008) and Covid (2020).The smallcase is rebalanced quarterly to generate better risk-adjusted returns

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

Angel One

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>

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

BUOYANT Cross Cycle Portfolio

Markets (and stocks) move in cycles, never in a straight line. The most 'secular' of businesses will under-perform for long periods. Lesser known, volatile and cyclical stocks are even more prone to running up (and falling down). We try to move in sync with cycles - for markets, sectors and stocks. It's difficult, often frustrating but eventually rewarding, as our outcomes indicate!

Buoyant Capital

Penny Stocks Basket

Large & Mid Cap Diversified

BM Vision 2030 Smallcase

Mi_NNF10  Momentum

<a href="https://www.youtube.com/watch?v=K9hy3euyN40" rel="noopener noreferrer" target="_blank">Mi NNF10</a> is a dynamic strategy which aims to outperform the underlying benchmark Nifty Next 50.&nbsp;These are the 50 large caps which have potential to enter Nifty at some point.&nbsp;This product is suitable for use in all stages of the market cycles as its design is to remain invested in the strongest 10 stocks in the pack regardless of market conditions <ul><li>This portfolio consists of 10 stocks selected from the Nifty Next 50 universe</li><li>All stocks start at near 10% weightage of the entire 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 the Mi_NNF10 can be seen here<a href="https://www.youtube.com/watch?v=K9hy3euyN40" rel="noopener noreferrer" target="_blank">https://www.youtube.com/watch?v=K9hy3euyN40</a> <a href="https://calendly.com/support-lzc/chat-with-our-support-team" 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

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

The Great Indian Middle Class

India is an emerging economy with a growing middle class with 45 crore people expected to be added to this category in the next 15 years.<ul><li>Rise in middle class population leads to increased discretionary income, which is the portion of individual’s income that is left after spending on necessities like food and rent</li><li>This income gets spent on luxury items like skin care products, branded clothes, entertainment, etc</li><li>Expected increase in discretionary spending over the next decade will directly affect categories like transportation, food &amp; beverage, education, entertainment &amp; leisure facilities</li></ul>This smallcase includes companies that are expected to benefit from the growth in the Indian middle class.

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

Dividend Kings

This smallcase provides exposure to companies that generate higher dividend yields. Investors looking for stable returns can invest in this smallcase to benefit from high dividends which get re-invested and price appreciation of the stocks. This smallcase comprises companies across diversified sectors providing a balance between stability and growth.This smallcase invests in the following ETFs:<ul><li>Nifty Dividend Opportunities 50 is designed to provide exposure to high dividend-yielding companies listed on NSE. The index comprises sectors like consumer goods, IT, construction, power, etc</li><li>Bharat 22 and CPSE represent large public sector companies with high dividend yields. This index comprises sectors like power and energy, metals, construction, engineering, and financials</li></ul>

Electric Mobility

Electric vehicles (EVs) are gaining popularity due to increasing concerns over environmental pollution, sustainability and rising fuel prices. Technological advancements and Govt initiatives to promote clean energy and sustainable transportation have led to the growth of EVs in recent years.&nbsp; In 2015, the Indian government launched the FAME India scheme to encourage the adoption of electric and hybrid vehicles.&nbsp; <ul><li>The EV market in India will experience a remarkable growth rate of 49% CAGR projected from 2021 to 2030. By 2030, it is estimated that the sales volume for this market segment will surpass 17 million units annually.</li><li>The sales of electric vehicles (EVs) in India have witnessed an 86% increase, from 2,37,811 units sold in 2021 to 4,42,901 units sold in 2022-23&nbsp;</li><li>In Budget 2023-24, ₹5,172 crores have been allocated towards the FAME India scheme, as compared to ₹2,898 crores in 2022-23</li><li>To encourage domestic EV manufacturing, customs duty exemption is also being extended on the import of capital goods and machinery required for lithium-ion batteries</li></ul> The growth in electric mobility will be led by companies from diverse segments like two- and four-wheeler manufacturers, oil and gas refining companies, chemical manufacturers, etc. This smallcase comprises companies that are investing in the electric vehicle ecosystem and are expected to grow with increased adoption of EVs.

Alpha Core & Satellite

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.

Cubit - GROWTH

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.

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

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

Happy Hours: Cheers to Good Times

As the world resurrects from pandemic woes, and vaccination drives make progress, we expect a strong rebound in consumer-spend especially on local &amp; international travel, leisure and out-of-home entertainment.&nbsp; Several businesses are well poised to benefit from the vengeful return of this pent-up consumer demand. Further, lockdown restrictions globally over the past 2 years have resulted in excess idle cash with consumers. Subscribe to this cleverly devised portfolio to benefit from the same.

Founded by Mr Dick Mody, a 30 year veteran in the global financial markets , we are a one-stop-shop IFA firm offering a wide range of financial solutions to individuals, families & businesses. Our core ethos is to provide customized, unbiased & professional advice; ethically.

Ethical Advisers

Insurance Tracker

India's insurance market is well-positioned to become one of the largest insurance markets globally within the next decade, attracting both domestic and international players. As per the Insurance Regulatory and Development Authority of India (IRDAI), India’s insurance industry is projected to reach $222 billion by 2026 and become the sixth-largest insurance market globally, surpassing countries like Germany, Canada, Italy, and South Korea.&nbsp; <ul><li>Since life insurance penetration accounts for less than 5% of the GDP in India, there’s a huge untapped market for both existing and new players. The life insurance industry in India is projected to achieve significant growth, with premiums expected to reach ₹24 lakh crore ($317.98 billion) by fiscal year 2030-31.&nbsp;</li><li>India ranks as the 4th largest general insurance market in Asia and the 14th largest globally.</li><li>As per the Insurance Regulatory and Development Authority of India (IRDAI), the insurance industry in India is projected to reach $222 billion by 2026, propelling the country to become the sixth-largest insurance market globally within the next decade</li><li>India’s burgeoning middle class, rapid digitalisation, increasing awareness about financial well-being and robust regulatory support will drive the growth of the insurance industry.&nbsp;</li></ul> This smallcase comprises listed insurance companies to allow investors to efficiently track and invest in the insurance sector.&nbsp;

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.

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

Hasn't fared well - amongst the low performers

Performance

Seems to be overvalued vs the market average

Valuation

Strong financials and growth story over the years

Growth

Showing good signs of profitability & efficiency

Profitability

Fundamentals

Good time to consider, stock is not in the overbought zone

Entry point

Promoter pledged holding

Unsolicited messages

Default probability

Red flags

Elystar AI Microcap Alpha

Elystar AI Microcap Alpha portfolio offers a measured way to aim for alpha over Nifty Microcap 250 Index while keeping the risk controlled. This is a long-term oriented portfolio.<ul><li>Universe: Stocks are selected from Nifty Microcap 250 Index. These are typically the stocks from NSE (India) ranked 501-750 when sorted by market cap (size) in decreasing order. As on July 21, 2023, the sizes of these companies ranged approximately from 2,000 Cr. to 6,000 Cr. INR.</li></ul>Several key elements are involved to aim for delivering alpha (excess returns than benchmark mentioned above):<ul><li>Our proprietary AI-powered stock selection framework with an extensive computing infrastructure</li><li>Decades of stock price and fundamental financial data of listed companies</li><li>Expert guidance on identifying top stocks and building the best portfolios</li></ul>Various measures are taken to control risk (at the time of rebalancing):<ul><li>Monitoring for any news impacting the selected stocks in a negative manner for long duration</li><li>Not more than 10% is invested in any single stock</li><li>Not more than 30% is allocated to any single industry</li></ul>Note: Changes may be done at the investment adviser's discretion to navigate market risks efficiently while broadly adhering to the above policies most of the time.

We are a SEBI-registered investment advisory company that can assist you with planning for your various long-term goals like owning a house, children’s education, retirement, etc through mutual funds and public market investing.

Our specialty is that we recommend you well-tested and data-backed investment strategies built with explainable Artificial Intelligence (AI) thereby empowering you to achieve good results.

Elystar Investment Management 

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>

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

High Quality Right Price

High Quality Right Price, one of our flagship portfolios is a multi cap strategy, aligns perfectly with India’s growth story. Primarily, it is based on India’s aim to become self-sufficient and self-reliant- a dream of many. The portfolio is inclined mainly towards the Pharma and Chemical sector- the sectors with good future prospects. <ul><li>Atmanirbhar Bharat tops the list of policies that are shaping India’s global position.&nbsp;</li><li>China Plus One- Often referred to as “Import Substitution”, it is a risk mitigation strategy that MNCs have been using to diversify their operations from China.&nbsp;</li><li>PLI Scheme- Production linked Incentive Scheme is in line with Atma Nirbhar Scheme.. PLI has paved the way for many companies to come forward and contribute to India’s growth story.</li><li>Our portfolio contains companies that have been incentivized by the government to produce Make in India products and export them gloablly.</li></ul> Many companies in our portfolio have seen immense growth in their order pipeline due to these schemes and strategies.&nbsp; The companies in this portfolio-<ul><li>Have strong financials metrics</li><li>Low Debt on books, Preferred Debt to Equity Ratio- 0.5x</li><li>Good Management integrity, capability and performance track record.</li><li>Available at Reasonable valuations</li></ul> We keep regular track of company announcements, results, calls and investor presentations.

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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

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Rs 1 cr to Rs 33 cr in 21 years: Study explains why large-caps are reliable

Overall, the Nifty 100 TRI has seen 33x growth in the last 21 years and 17.4% since its inception.

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

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

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Rs 1 cr to Rs 33 cr in 21 years: Study explains why large-caps are reliable

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

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