Safe Haven

<ul><li>The Safe Haven smallcase gives investors exposure to market beta factor. Market beta is a measure of a security's or investment's sensitivity to movements in the overall market. Market beta expresses the degree to which an asset tends to move with the broad market.</li><li>Stocks selected in this smallcase have low market beta and such securities are less volatile than the overall market. Low beta stocks are often considered more defensive during market downturns. Including low beta stocks in a diversified portfolio can help reduce overall portfolio risk.</li><li>The smallcase’s selection criteria also checks for favorability amongst institutional investors and brokers and promoters have not reduced their holdings in the company.</li></ul>

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

Windmill Capital

Fundamental

Technicals

Relative

Smallcase Keymetrics

Green Energy

This is a portfolio of stocks, which will get benefit from the energy transition. Energy transition refers to the global energy sector’s shift from fossil-based systems of energy production and consumption — including oil, natural gas, and coal — to renewable energy sources like wind and solar, as well as other sources like biofuels.&nbsp;Major Investment Rationales -Ø&nbsp;Things like solar panel installations, electric vehicle sales are at record highs.Ø&nbsp;ESG factors in Investing – Due to ESG factors in Investing, the energy transition will continue to increase in importance.Ø&nbsp;Renewable electricity is increasingly cheaper than any new power capacity based on fossil fuels, according to a report by the International Renewable Energy Agency (IRENA).Ø&nbsp;Climate change is set to be one of the top priorities for the world.Ø&nbsp;More than a hundred countries have&nbsp;joined an alliance&nbsp;aiming for net-zero emissions by 2050.

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

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>

The Resilient Pack  

This smallcase has been created by identifying sectors which, by their fundamental nature, withstand market volatility to a great extent. Within these sectors, we have carefully short-listed fundamentally sound companies, and assigned appropriate risk weightages, to optimize alpha.Being a momentum/relative strength play, we may undertake discretionary rebalances out of turn, and we advice all our subscribers to implement our suggested rebalances in a timely manner.

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

Top 250 Stocks

<ul><li>Blue chip companies have well established business models and hence their&nbsp; stock prices tend to be stable. Adding blue chip stocks to the portfolio increases stability of the portfolio. Another positive aspect of investing in blue chips is the possibility of receiving high dividends.&nbsp;</li><li>Mid cap companies are still in the middle of their growth curve and are expected to exponentially grow their sales and profits. As their growth potential is high, the possibility of their stock price increasing multi fold also tends to be high.&nbsp;</li><li>The key to a well diversified portfolio is to ensure an appropriate combination of large and mid cap stocks.&nbsp;</li><li>This smallcase provides exposure to top 250 companies by market capitalization. Weights of the smallcase are adjusted to maximize the return potential while minimizing risk of the portfolio.</li></ul>

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;

Energy Tracker

The Indian energy sector consists of oil &amp; gas as well as power companies. •	Electricity demand in the country has increased rapidly and is expected to rise further in the years to come, which is why massive addition to the installed generating capacity is required.•	Government’s focus on attaining ‘Power for all’ has accelerated capacity addition in the country.•	Total installed capacity of power stations in India stood at 395,070 MW as on January 2022, showing tremendous growth over the past 5 years.•	Government is focusing on expanding gas infrastructure across the country. 100 more districts in the next 3 years will be added to the City Gas Distribution network.•	Government has also been supporting the sector by allowing 100% FDI in different segments.•	As part of Budget 2021-22, a power distribution sector scheme will be launched with an outlay of ₹3.06 lakh crores over 5 years. This smallcase comprises coal, power transmission &amp; distribution, power trading, gas distribution, power generation and oil &amp; gas companies to allow investors to efficiently track and invest in the energy sector.

Banking Tracker

The banking sector in India has witnessed a remarkable evolution over the years, transitioning from outdated and inefficient systems to emerging as one of the most technologically advanced sectors. Government reforms, increased consumer demand, improved asset quality, and technological advancements have been key drivers of this transformation. <ul><li>Strong regulatory oversight and credible monetary policy of the Reserve Bank of India have enabled stable growth of the sector.&nbsp;</li><li>Growing disposable income and a large consumer market have been driving the demand for banking services, including loans for housing, automobiles, education, and personal expenses.</li><li>The government has supported the sector with several measures such as Pradhan Mantri Jan Dhan Yojana, Pradhan Mantri Mudra Yojana, and Direct Benefit Transfer aimed to integrate marginalised populations into the formal banking system. This increased participation in the banking sector has contributed to the growth in deposits and credit.</li><li>Furthermore, India has also been at the forefront of embracing the digital revolution. The widespread adoption of mobile banking, the dominance of UPI, and the thriving credit card industry have propelled India's financial system to be more technologically advanced than other countries.</li></ul> This smallcase comprises private and public sector banks to allow investors to efficiently track and invest in the banking sector.

APNA STAYVAN

#STAYVAN ke saath har week nivesh, life mein dega sub kuch vishesh aur banega BHARAT shrest. <ul><li>Trusted by over 10,000+ subscribers and growing by being no. 1 in under Rs. 2,000/- minimum amount investment category.</li></ul> <ul><li>This smallcase has 7 independent stocks all under Rs. 100/- market price from different sectors and different market cap.</li></ul> <ul><li>Reach lumpsum investment above Rs. 1,00,000/- and then on each SIP invest 3% of the capital investment or Rs. 3000/- whichever is above.</li></ul> STAYVAN's SIP unique strategy explanation : <ul><li>Averages buy on Price and not on time. Thus, your buying entry shall always be cheaper than your previous buy. Thus the re-balance could occur the next day or after an infinite period but only when the prices hit a lower trigger price to average buy.</li></ul> <ul><li>Books profit at higher levels of the buying done at lower levels. It books profit and also generates cash for compounding of capital for the long term.</li></ul> <ul><li>Parks excess and profit booked funds into the balancer etf / stock / other instrument to provide diversification and also keep on generating returns on the investment rather than allowing it to lie as credit balance in the ledger without any returns.</li></ul> <ul><li>Designed to provide comparative better returns over a decent period of time. Short term investors should avoid investing in this smallcase.</li></ul> These are no financial or other advices regarding any investments. Re-balance actions are completely at investors discretion. Consult your financial advisor before investing. No services other than those prescribed by SEBI for registered RESEARCH ANALYST are intended or shall be provided. No refunds shall be made under any circumstances.

Dipen Shah with his more than 18 years of market experience has designed 20 strategies with 100% potential to outperform markets.

Stayvan

Rising Rural Demand

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

Pharma

Moon Mid Small Multi Strategy

Just like Moon (a satellite of Earth), this portfolio is dynamic and vibrant. This satellite portfolio of quality stocks is aimed at generating high return with high degree of risk over a long period of time. Consists largely of mid and small cap stocks with regular rebalancing of the portfolio based on the performance, targets and micro/macro economic environment. it also incorporate turnaround stories, play momentum, corporate restructuring and investments in cyclical sectors. Recommended investment in this portfolio is in excess of INR 100,000. At times, portion of the portfolio can sit in cash through instruments like LIQUIDBEES. Suitable only for investors who are ready to dig deeper and willing to take extra risks for extraordinary returns. Investors should bear in mind their risk profile, asset allocation and high degree of risk associated with such strategies. Investment should be done for a long period of time stretching to multiple years to derive maximum mileage from this portfolio. Happy Investing. Hope you enjoy the methodical process and journey of creating wealth.

Gaurav has a rich experience of 2 decades in the financial industry in India & Singapore. He has worked with large Private Banking Institutions like Barclays Wealth and ICICI International Private Banking as a Private Banker and with IIFL wealth and ICICI Bank as an Investment Adviser. 

His core competency lies in client engagement, financial planning and identifying right set of products for the clients.

Gaurav is a post graduate from Indian Institute of Foreign Trade, New Delhi (1998-2000). 

Currently he is working on his own as an entrepreneur and is registered with SEBI as an Investment Adviser

LaMoksh

High Momentum : High Growth Stocks

<ul><li>To Make maximum from your hard-earned Money, You Need High Momentum + High Growth Stocks in these Challenging Times. This smallcase is based on 2 Parameters, Stocks that outperform Benchmark Indices and have High growth ahead in earnings.&nbsp;</li><li>"When to Enter &amp; Exit" matters more than&nbsp;"What to Buy"</li><li>Almost 50&nbsp;HNI clients and approximately 150&nbsp;retail clients have trusted us in past years with no complaints, it shows our credibility.</li></ul>Here are the&nbsp;benefits of investing in high momentum and high growth stocks:<ul><li>Potential for higher returns as they generate significant returns due to the strong earnings potential of companies that are growing rapidly.</li><li>Long-term growth potential; by maintaining its growth trajectory over the long term, investors can potentially benefit from significant capital gains.</li><li>Market trends;&nbsp;such as changes in consumer behavior, technological advancements, or regulatory changes.&nbsp;</li></ul>This smallcase also invests in LIQUIDBEES using Nippon India ETF Liquid BeES:<ul><li>Investing in LIQUIDBEES can help diversify an investment portfolio, as LIQUIDBEES ETF tends to have a low correlation with other asset classes like stocks and bonds. This can help reduce overall portfolio risk and volatility.</li></ul>

Bullish India is a SEBI Registered Research Analyst; Our specialization is to search stocks with High Growth , Futuristic Businesses Approach , Sound Management as well as Quality check of our team. Retailer is the Third Maha-Shakti of Indian Stock Market and with our Superb Stocks Research you and we at Bullish India will grow together. Let’s Build BULLISH INDIA Together.     

Bullish India

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 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

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.

My Money Guru Mid Cap & Small Cap

This small case is a combination of Mid Cap &amp; Small Cap good quality stocks.Based on fundamentally good companies with high growth potential , entry &amp; exit points are based on technical indicators of momentum.

MyMoneyGuru is a SEBI Registered Investment Advisory firm with focus on growth based model portfolios. Our goal is to enable long term wealth creation through investing in ideas with a combination of growth at a sustainable price and high corporate governance standards.

My Money Guru

All Seasons ETF Portfolio

<ul><li>This portfolio is for long term buy &amp; forget investors. The portfolio is useful for below profiles –</li></ul><ol><li>Young Moderate risk investors looking for a core Portfolio for their life goals like Retirement, Child Education, Marriage etc.</li><li>50+ Years aggressive investors looking for a core portfolio for their Retirement goal.</li><li>Retired investors with Aggressive risk profile looking to invest their Retirement Corpus in an ETF portfolio &amp; take regular income from it.</li><li>This portfolio can also be used for Wealth Creation goal by moderate investors looking to improve their lifestyle in future and which can give cushion over their major life goals.</li></ol>

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

Investyadnya

House of HDFC

Housing Development Finance Corp was founded in 1977 as the first specialized mortgage company in India. Since then, the HDFC group has grown to become a large and well-respected financial conglomerate with a presence across housing finance, banking, insurance, asset management,&nbsp; student loan, etc. <ul><li>The group has brands like HDFC Bank, HDFC Asset Management, and HDFC Life Insurance under its umbrella.&nbsp;</li><li>The group has 6,500 branches and 19,000 ATMs across 3,226 towns or cities across India.</li><li>As of Dec 2022, the outstanding loan portfolio of HDFC was 3.1x the loan portfolio of the next biggest player in the housing finance market.&nbsp;</li><li>HDFC Bank has the largest asset base amongst all private banks and stands 2nd in terms of total assets amongst all banks in India.&nbsp;</li><li>3 of the 4 listed entities of the group are part of the Nifty 50 index. As of March 2023, the combined market cap of the listed entities of the group exceeds ₹14.95 lakh crores.</li></ul> This smallcase is suitable for investors seeking exposure to fast-growing, trusted financial companies.

Banking Privately

Private sector banks and NBFCs have been growing rapidly and are seen as an integral part of the Indian financial system.
<ul>
<li>Since the initiation of banking reforms in 1993, old and new private sector banks have been giving tough competition to government banks</li>
<li>Private sector banks have outperformed their public sector peers in multiple parameters like growth of bank network, productivity measures like profit per employee, management efficiency, capital adequacy, asset quality and liquidity </li>
<li>NBFCs have also played a key role in the development of the infrastructure sector and in providing credit to customers in unbanked areas</li>
<li>NBFCs have been growing in the mortgage business as well, competing with commercial banks </li>
<li>Other secular trends like low credit penetration in India compared to other economies and low NBFC credit as percentage of GDP provides huge opportunity for NBFCs to grow</li>
</ul>
This smallcase comprises private banks and NBFCs that are an advantageous position compared to government banks, which have been suffering from low profitability and high amount of bad loans.

Realty Tracker

Real estate sector in India is expected to reach US$ 1 trillion by 2030. By 2025, it is expected to contribute 13% to the country’s GDP. <ul><li>Rapid urbanization bodes well for the sector. The number of Indians living in urban areas is expected to reach 525 million by 2025. More than 70% of India’s GDP will be generated from urban areas by 2020.</li><li>Residential segment contributes ~80% of the real estate sector. Housing launches across the top eight Indian cities increased 23% y-o-y in 2019 to 223,325 units.</li><li>Government of India’s Housing for All initiative and its move to grant “infrastructure status” to affordable housing projects is expected to bring US$ 1.3 trillion investment into the housing sector by 2025.</li><li>On February 29, 2020, India formally approved 417 SEZs, of which 238 were already in operation. Majority of the special economic zones (SEZs) are in the IT/ Business Process Management sector. Growth in service sectors like IT/ITeS, BFSI &amp; Telecom will drive the demand for office space in Tier 2 cities.</li></ul> This smallcase comprises real estate companies and REITs to allow investors to efficiently track and invest in the realty sector.&nbsp;&nbsp;

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.

Growth & Income

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

Shariah - Mid Cap

Shariah - Mid Cap <ul><li>A socially responsible investment product that is attractive to faith-based investors who do not wish to invest in stocks that engage in activities that they deem to be against their beliefs.</li><li>This smallcase meets the basic stipulations as commonly agreed and approved by contemporary Shariah scholars across the globe and is approved by ShariahCap Advisors LLP.</li><li>Market capitalization shows the value of a corporation by multiplying the stock price by the number of stocks outstanding. Large Cap stocks are usually industry and sector leaders and represent well-known, established companies.&nbsp;Large Cap categorization is as per SEBI Circular dated Oct 6, 2017</li><li>All investments will be withdrawn from the smallcase, which was shariah-compliant at the time of making investments but subsequently became Shariah non-compliant whether on business or financial parameters or both. Such investments will be withdrawn within 60 days of the company being declared Shariah non-compliant. The change will be made at the time of re-balancing and reason for exit of the company will be indicated with reason (i) Shariah Reason (SR) or (ii) Other Reason (OR). </li><li>Investment objective is long term appreciation.</li><li>There is no expense ratio, no exit charges and fee is charged based on the assets of the client.</li><li>Stringent financial ratios</li><li>For full compliance with shariah law investors are required to purge the pro-rata portion of interest income accrued on their holding of shares in a company.</li><li>Suitable for investors who have a high-risk tolerance level.</li></ul>

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

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

SenSage

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

Evergreen Portfolio 

These companies consistently pay high dividends to attract investors. Since these companies are large established companies, they often have very few new projects in hand that do not require the company to retain the profits. Hence shareholders get the majority of the profits in the form of dividends.&nbsp;

A fundamental research, valuation and disciplined  regular investment and create wealth. We work hard for in house research.   

stockbox

Quantace Finance Stars (Non Banks)

Super Multipliers

Super Multipliers is inspired by many of the investment philosophies of Warren Buffet &amp; Charlie Munger. This smallcase will contain stocks which are currently available at prices below their INTRINSIC VALUE. This smallcase will contain up to 3 stocks that have futuristic, innovative &amp; unique businesses which are available at a good value bargain. Warren Buffet &amp; Charlie Munger have many times said that Diversification is for Idiots. Many times they have had more than 50% of their net worth in one single stock!!! That is how they multiplied their wealth by the millions. They say that is the way to make fortunes. Diversifying the money in 10-20 stocks exposes you to the possibility of having inversely corelated stocks in the holdings, thereby negating the returns of the stocks. All recommended stocks should be treated individually and this is not a model portfolio. This service is provided according to rules of SEBI registered research analyst and nothing more. If there are no good opportunities in the markets, smallcase will be shifted to safe assets like debt and gold to protect investors capital.

PowerTrade uses Technical Analysis, Fundamental Analysis and Sentiment Analysis ALL TOGETHER to find Undiscovered Stocks that might show strong uptrend.

PowerTrade

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>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>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 an AUM Fee model, please contact us before subscribing to this product.</li><li>LUMPSUM: To get maximum benefit from this investment, start with a lump sum of INR 4 Lakhs.</li><li>SIP: For a lower starting amount, do an SIP of INR 8K per month.</li><li>Holding Period: The minimum holding period should be preferably 5 years but at least 3 years.</li><li>To stay updated on our latest research, reports and investment strategies, you can follow us on our social media handles, viz.,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603a" rel="noopener noreferrer" target="_blank">@OmniScienceCap</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603c" rel="noopener noreferrer" target="_blank">@OmniScience_IN</a>&nbsp;Twitter handles,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603e" rel="noopener noreferrer" target="_blank">@OmniScience Capital</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76040" rel="noopener noreferrer" target="_blank">@OmniScience smallcase</a>&nbsp;LinkedIn pages,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76042" rel="noopener noreferrer" target="_blank">@OmniScienceCapital</a>&nbsp;page on Facebook and&nbsp;<a href="https://www.instagram.com/omnisciencecap/" rel="noopener noreferrer" target="_blank">@OmniScienceCap&nbsp;</a>handle on Instagram.</li></ul> DISCLAIMER:<ul><li><a href="https://tinyurl.com/msmcene9" rel="noopener noreferrer" target="_blank">https://tinyurl.com/msmcene9</a></li></ul>

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

Omniscience Capital

Small & Midcap - Yadnya

This portfolio is appropriate for investors who want to take small cap and mid-cap stocks allocation in their equity portfolio. This is meant for investors with very high-risk tolerance and a time horizon longer than 10 years. Portfolio focus is on investing high quality Small &amp; Midcap Stocks with long term earning visibility and low downside risk.

Passive Income Investments

Many companies pay a portion of their corporate earnings to shareholders in the form of a dividend. In addition to providing retirement investors with a consistent cash flow, dividend payments are seen as a sign of a company’s financial strength and management’s conviction that it will grow earnings. These are the several ways that we typically evaluate dividend stocks and decide on the best options for their portfolio: <ul><li>A company’s&nbsp;dividend history&nbsp;tells you how long it has been paying a dividend to shareholders. Obviously, a longer dividend history translates to a more reliable payment, although that’s not always the case.</li><li>A stock’s&nbsp;dividend yield&nbsp;is calculated by dividing the dividend payout by the share price. It represents the ‘interest rate’ that you receive for owning the stock. All else equal, you want to maximize the dividend yield to generate the most cash flow.</li><li>The&nbsp;payout ratio&nbsp;is the proportion of earnings paid out as a dividend. If the payout ratio is too high, the dividend yield may not be sustainable over time — particularly if a company has a bad year and experiences a drop in earnings.</li></ul> The Bottom LineDividend investments are a great way to generate cash flow during retirement without relying on fixed income investments. <ul><li>Note:- In this smallcase, the return shown is only price appreciation, excluding dividends. To check real performance, add 10% more return in this smallcase.&nbsp;</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

Infra Tracker

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

Cash Dividend

Less expense ratio implies better returns over the long term

Expense Ratio

ETF has not been able to closely match its benchmark returns

Tracking Error

ETF has not been able to generate better price return than bank FD

Return vs FD Rates

Good time to consider, as ETF is not in overbought zone

Entry Point

HDFC Nifty NEXT 50 ETF objective is to provide investment returns that, before expenses, closely correspond to the total returns of the Securities as represented by the NIFTY Next 50 Index, subject to tracking errors