Quantace Microcap(Monthly Picks)

Quantace Microcap Smallcase - Identify the future super-stars Identify the future superstars with Quantace's Microcap Smallcase. Invest in a treasure basket of NIFTY Microcap 250 stocks with a recommended minimum investment of 5-25 Lakhs. Experience today the power of Microcap 250 with Quantace's Microcap Smallcase <ul><li>A treasure basket of 20-25 stocks selected from NIFTY Microcap 250 Universe</li><li>Below Average liquidity as these are NIFTY Microcap 250 stocks</li><li>Monthly rebalanced for optimal performance</li><li>Superior risk-adjusted returns, backed by historical performance data</li><li>In times of extreme market volatility, we increase our exposure to LIQUIDBEES or add exposure to GOLDBEES &amp; SILVERBEES</li><li>Recommended holding period of 3-4 years for maximum returns</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 Microcap 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

Fundamental

Technicals

Relative

Smallcase Keymetrics

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

House of Murugappa

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

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

Ashish Kacholia recent bets

Vijay Kedia recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

ARQ Prime by Angel One

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

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

Angel One

Gulaq Gear 4

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

High Growth Bluechip

StockAxis highly advocates a growth investment philosophy and has curated the smart investment strategy MILARS that ensures our clients stay invested in an evergreen portfolio with minimum risk and potential of maximum profitability. The smart strategy MILARS unpacks as M - Market Direction, I - Industry Group, L - Leading Company, A - Acceleration in Earnings, R - Relative Strength, S - Selling Rules. Our research team is constantly working hard behind the scenes to ensure that you own a robust portfolio consisting of stocks with high growth potential.

Opulent Investment Adviser Private Limited (Brand Name: StockAxis) is a SEBI registered investment adviser & a SEBI registered research analyst, providing equity research and advisory services since 2014. StockAxis Flagship ‘MILARS Strategy’ has consistently performed well since its inception. The stock selection in the MILARS smallcase is based on the MILARS strategy consists of screening the companies with leadership qualities, belonging to a leading industry showing an acceleration in earnings and high relative strength. It is the only strategy that has clearly defined the selling rules. 

Stock Axis

Omni Power - Electrifying India

RATIONALE:<ul><li>India is expected to overtake China as the largest energy growth market during the 2020s. The NIP has targeted INR 24 lakh crores towards power infrastructure, both renewable and conventional by 2025.</li><li>The biggest beneficiaries will be the nodal power finance companies with a potential revenue growth of 15% over the next decade.</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>

Underpriced Growth Gems

In the world of stock investing, it is not uncommon to come across undervalued stocks that have strong profit return and revenue but have not seen a significant rise in their stock prices. These stocks can present potential opportunities for investors looking for bargains or long-term growth prospects and an expertly balanced portfolio comprising mid-cap and small-cap equities.Let's dive into the key details:<ul><li>Competitive Advantage: These stocks enjoys a competitive advantage through its innovative product offerings and strong brand recognition within the industry. This positions the company favorably for sustained growth.</li><li>Industry and Market Analysis: The industry in which these stocks operate has experienced some recent headwinds due to regulatory changes. However, the long-term growth potential remains intact, and these stocks are well-positioned to capitalize on emerging opportunities.</li><li>Valuation Metrics: Despite its strong financial performance, the stock price of these stocks are currently undervalued relative to its peers, as indicated by metrics such as the price-to-earnings ratio (P/E ratio), price-to-sales ratio (P/S ratio), and price-to-book ratio (P/B ratio).</li></ul>

StoxBazar, a well-established and a reputable firm known for its expertise in the financial services industry. At StoxBazar, we offer a comprehensive range of research analysis services, consolidating all aspects under one roof. We pride ourselves on being among the select few SEBI registered organizations that provide research and information on the Indian capital markets, with a strong focus on Technical and Fundamental Analysis. Our firm has garnered a solid reputation among investors, brokers, and researchers alike.

StoxBazar

Golden Opportunity

Exposure to real assets and precious metals is a tactical call during high inflation pressures. This smallcase may be added to your existing allocation towards gold to provide a multicap gold equity and physical gold exposure.

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

Omni Bullet Train-Great Indian Railways

RATIONALE:<ul><li>Indian Railways, World's 4th largest, is projected to account for 40% of global rail travel by 2050.</li><li>The National Infrastructure Pipeline (2020-25) Railways allocation is INR 14 Lakh Crores &amp; Annual Railway Capex budget of INR 2.5 Lakh Crores.</li><li>Ambitious National Rail Plan 2024 and 2030-50 (7 Bullet Trains, 6 RRTS and 25+ Metro projects, 400 Vande Bharat and 2 DFC) with multi-decadal opportunity.</li><li>This curated portfolio provides exposure to&nbsp;railway consulting, EPC, capital equipment &amp; finance companies which have strong balance sheets, large order books and historical growth rates of 15%-30%.</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>

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

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

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

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

Omni Capital Enablers

RATIONALE:<ul><li>India is likely to become a $5 trillion economy by 2026. This growth would require capital of more than INR 200 lakh crores with around 30% equity and 70% debt.</li><li>This is a curated portfolio of Capital Providers &amp; Enablers such as exchanges, rating agencies, selected banks and infrastructure focused NBFCs, which would benefit from this large capital investments.</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>

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>

MOMENTUM MATRIX

Why should you invest in this smallcase? This is a world of rapid change. Ideas, fashion and stocks keep changing as perception changes. if you want to keep moving with the markets and stay in the game always it is important to play momentum intelligently. This new Smallcase leverages my understanding of technical charts to identify waxing and waning momentum arcs in quality mid and Smallcap stocks. We seek out the stocks that are in top form using a mix of momentum and strength indicators on the charts mostly from sectors that are doing better than the markets! This Smallcase is a means to know our research on most promising stocks for medium term as per our charts and selection matrix. We intend to have around a dozen stocks in our positive coverage as part of this Smallcase. We choose members of this dozen with utmost care and after putting each stock through numerous quality and technical selection criteria viz. outperformance against Nifty and Sectoral Index, liquidity, momentum and sectoral tailwind.&nbsp; This Smallcase is a means to obtain our research on performing momentum stocks from the mostly smallcap basket and will likely appeal most to a risk taking but intelligent investor.

Kunal Saraogi is a technical research analyst who is the alma mater of a growing number of top-line traders and investors and is a repository of some brilliantly crafted trading strategies and systems that have been perfected and curated over several years.

Kunal Saraogi brings his vast experience in high growth investing and his hugely successful & hard to replicate Dual Momentum Investing Strategies to this Small Case. Mr. Saraogi besides managing his equity portfolios is a permanent fixture on Top Business Channels and runs a widely acclaimed YouTube Channel in his own name.


Kunal Saraogi

Kedia's Pharma Basket

The Rationale behind this Smallcase on the Business which deals in the Pharma Space &amp; posses the capabilities of generating handsome returns over the period.Min. Recommended Investment: Rs. 5 Lakh /-

KEDIA Advisory is a leading SEBI registered Advisory Company Which is Having unparalleled service history of 15 years.

Mr. Ajay Kedia is the Founder and Director of Kedia Advisory. He is well known in the industry for his dynamism and execution capabilities. Born into a reputed business family, He is the motivating force behind Kedia’s highly acclaimed Research team. His ability to produce views from technical as well as fundamental perspectives has provided impetus to building Kedia’s strong market research team.

Kedia Advisory

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>

House of Tata

Tata Group is an internationally recognised Indian conglomerate. Founded in 1868 by Jamsetji Tata, the group operates interests in diverse sectors such as information technology, automobiles, steel, chemicals, power production, consumer products etc. <ul><li>The group operates in more than 100 countries across 6 continents. In 2021-22, the revenue of all Tata companies was estimated to be ₹9.6 trillion. These companies collectively employ over 935,000 people.</li><li>The group owns global brands like Jaguar Land Rover, Tetley Tea, Titan, Taj Hotels, Starbucks, Air India, Vistara, Westside, etc.</li><li>A total of 17 Tata companies are listed on the stock exchanges, four of which are part of the Nifty 50 index. As of March 2023, these 4 Nifty companies have a combined market cap in excess of ₹5.5 lakh crores.</li></ul> This smallcase is suitable for investors seeking exposure to a diversified group of a legacy company, Tata Group.

Top 100 Stocks

smallcase invests in top 100 marketcap companies using Nippon India ETF Nifty Bees for top 50 companies and Nippon India ETF Junior Bees for 51-100 marketcap companies<ul><li>Large cap companies are usually well established and the chances of such companies going bust are low</li><li>Adding such stocks to the portfolio increases stability of the portfolio as their stock prices are not very volatile. They are also best suited for long term wealth creation</li></ul>

CWA Large Cap Leaders

Recommended Investment amount : 5 to 15 lakhs, Recommended investment duration : 3 years.<ul><li>CWA Large Cap Leaders is a Systematic Long-only portfolio run by Compounding Wealth Advisors LLP.</li><li>CWA Large Cap Leaders tracks the Nifty 100 Index and Invests in the best suited 20 Stocks of the index.</li><li>Every stock gets approximately 5% Allocation at the time of entry</li><li>Portfolio rebalancing shall be done on a weekly basis</li><li>We aim to ride our winners and cut our losers short</li><li>We have managed to build completely rule based systematic long only strategies around these core ideas which cut out any discretion with regards to stock selection and position sizing. Systematic investing removes dependency on any particular stock and believes in selective diversification.</li></ul>

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

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

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

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

Compounding Wealth Advisors

Gulaq Gear 6

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

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

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Trends Trilogy

Trends Trilogy aptly combines the three inter-related trends of investing:- Business Trend- Financial Trend- Price Trend The basic idea is to invest in:- High growth company- Emerging Sector or Sector at new high- Large Opportunity Size- Charts supported by good earnings Trends Trilogy small case is a classic blend of the two main school of thoughts in the equity markets- Fundamental and Technical Analysis, giving you the best of both worlds. Fundamental analysis will help us to pick the right company and technical analysis will provide the correct entry and exit timings considering the earnings visibility. Most importantly, this blended approach helps us to avoid bias, build conviction and ride the trend for a long period of time. Hence, it would be a concentrated portfolio comprising of 13-15 stocks. CDSL is a good example to explain this strategy. PAT of this company was rangebound before COVID. After COVID, in April 2020, we could see emerging data points on the increasing number of demat accounts. We invested in this company after the quarterly results of June 2020. Henceforth, good results and charts analysis helped us to ride the trend making it 4x of our investment amount. Recommended Investment Amount &gt; Rs. 4 Lakhs

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

BM NIFTY TOP 20

·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The Nifty 50 is a diversified set of companies bunched together as an index. These companies originate from almost all conceivable sectors and stocks. Many of the Nifty constituents lack sustainable competitive advantages in the long run. They are just to represent each corner of the economy. In the long run such companies fail to do well but in the short run they are included in the Nifty as the business may be undergoing a cyclical upturn.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;In this context that we have designed a portfolio of 20 solid names. Companies that will keep growing for longer periods of time and will delivery above average returns when compared to the underlying index - the Nifty 50.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;We have termed our smallcase offering as ‘BM Nifty Top 20’ that can generate alpha over a Nifty ETF that blindly mirrors the constituents of the Nifty 50. We have built this keeping in mind the lower risk appetite of many small investors that have lower capital and who want to beat the Nifty 50 and an average mutual fund over a longer-term time horizon.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;We have kept the cost in check and also ensured that these large cap growth names exhibit better returns with lower volatility.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;We were flooded with hundreds of requests from our Youtube Subscribers to do something for the small retail investor who comes to the market with limited capital and limited risk appetite.&nbsp;The minimum investment in the smallcase that we recommend is Rs 3 to 5 lacs

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.

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.

Value Migration

Value migration: Value migration is the shift of value from old business models to new, more effective designs that are able to better serve markets. Multiple themes to play: We can play several different themes, in the Indian context. Examples? Newer auto components because of increasing electronic components, new business models like temporary staffing services, the rise of organised retail, increasing brand-oriented urban real estate, specialised financing options, lifestyle upgrades and premiumisation, etc. Trickling down of value: Winning business model &gt;&gt; higher share of value &gt;&gt; greater profits and or valuation re-rating &gt;&gt; disproportionate returns!

Rupeeting is an investment manager with a singular objective - to grow your money over the long term. We help turn your investments, no matter how small into your dream, no matter how big.

We recognise that "Rupee" is different for everyone; and that's where we come in. We offer a diverse set of investment opportunities for you to make the most of your money.

We follow time-tested investment strategies and apply expertise to invest your money at the right places. We don't just invest your money, we also explain everything we do. Our clients get courtside seats so they see their hard-earned money grow first-hand.

Rupeeting

RUPEE RAKSHAK EQUITY PORTFOLIO: MONTHLY 10K+

Rupee Rakshak Monthly is an ideal entry level investment service designed for monthly savings. Rupee Rakshak Monthly aims to help you safeguard your hard earned money and get decent returns with low risk.&nbsp;

Mohan Krishnarao is an experienced Financial Economist with a demonstrated history of working in the financial services industry.  Being in the financial advisory for over 7 years catering to 700+ HNI families in India & abroad, Mohan Krishnarao, has made sure "no client has lost capital in any market condition in last 7 years" be it demonetisation or pandemic. Through Smallcase, FINMO is here to cater to the clients in middle and lower income group to prosper.
The strength of the FINMO is the management team with over 2 decades of experience in dealing with diverse financial assets in different subdomains across geographies.

FINMO

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>

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Market and sectors

Top gainers