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

Fundamental

Technicals

Relative

Smallcase Keymetrics

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.

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

Metal Tracker

The metals and mining sector serves as the backbone of India's industrial and infrastructural growth. The sector provides essential raw materials to various industries – from cement in construction to steel in the automobile sector. India is blessed with vast reserves of both metallic and non-metallic minerals, providing a solid foundation for the growth of the metals and mining sector.Rise in infrastructure development, construction, electricity demand, and automobile production are driving the growth of the Indian metal sector. The government has created several favourable policies such as The Mines and Minerals Development &amp; Regulation Act (MMDR) 2021, along with the National Mineral Policy, 2019 to facilitate the growth of the metals and mining sector. The policies help to streamline mining operations, enhance transparency, and promote sustainable practices.100% FDI is allowed in the mining sector and exploration of metal and nonmetal ores under the automatic route. This smallcase comprises aluminium, copper, manganese, iron &amp; steel and diversified companies to allow investors to efficiently track and invest in the metals and mining sector.

Ashish Kacholia recent bets

Vijay Kedia recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

Auto Tracker

India’s automotive industry has been a critical contributor to the growth of the Indian economy, besides facilitating the basic mobility of Indians. The auto sector also generates export revenues and supports numerous other MSMEs that operate in the auto ancillary and metals industry.&nbsp; <ul><li>The automobile industry in India is one of the largest and fastest-growing sectors contributing to 7.1% of India’s GDP.</li><li>India aims to double its auto industry size to ₹15 lakh crores by the end of 2024.</li><li>In terms of global rankings in manufacturing output, India is second largest in two-wheelers, seventh largest in commercial vehicles, sixth largest in passenger vehicles and the largest in tractors.</li><li>The automobile industry is poised for steady growth, driven by the rising middle-class population, increasing disposable incomes, and the government’s push for electric vehicles.</li></ul> This smallcase comprises automobiles, auto parts, batteries and tyre companies to allow investors to efficiently track and invest in the automobile sector.

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.

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

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.

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

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

Mid and Small Cap Focused Portfolio

Recommended Investment Amount &gt; 5 Lakh 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>

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.

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

Green Portfolio

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

smartvalues - infrastructure

The Budget of 2023 had a large allocation to infrastructure. Infrastructure stocks are going to be the beneficiaries of the budget. This basket is a collection of ten stocks that are likely to benefit from the large allocation to infrastructure <ol><li>The basket comprises of ten stocks across different areas within the infrastructure space like power, transportation, defence and others.</li><li>All stocks start with an equal ten percent weightage</li><li>The basket is reviewed every month which may or maynot result in a rebalance. Frequent rebalances can be disruptive and so we like to keep them to a minimum.</li><li>Stocks are selected based on our momentum filters</li><li>The portfolio is managed on the old traders' adage of cutting your losses and letting your winners run.</li><li>As with all our portfolios, manager discretion is kept to a minimum,</li></ol> There is a cap of Rs 10 lacs on this basket. For investments above that limit pls call us at 8100723140 or write to us at info@lamronanalysts.com. You can also register on <a href="https://smartvalues.co.in/public/landing-page" rel="noopener noreferrer" target="_blank">smartvalues</a>.

We do long term trends. Staying with long term trends is the best way to build wealth. That is exactly what we do. Come on this journey with us and we will empower you to invest in yourself and secure your future. We only do large and midcap stocks. This results in a contained risk profile. Overall it makes for an attractive risk - return tradeoff. You will be surprised by what stocks in long term trends  can do.

Lamron Analysts

GALAXY SUPERSTAR- TOP 10

Galaxy Superstar is an offshoot of highly successful Galaxy smallcase which was launched earlier and is now closed for investor subscription. It is a collection of 10 superstar stocks from the entire universe of stocks on National Stock Exchange. The selected stocks in this portfolio are fundamentally strong, have very strong prospects, good corporate governance standards and extracted from diverse industries. The stocks are market cap agnostic selected after doing substantial research. This smallcase is best suited for long term investors with atleast more than 3 year time frame. While the minimum investment size is less, we strongly advocate that investment amount should be atleast 2-3 lac Indian Rupees. SIP option is also available and we strongly recommend building your portfolio over next 12 months using this method.

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

Penny Stocks Basket

More risky but fundamentally improving stocks and technically showing good momentum. business model of these companies is in demand. it can be a good pick for small investment ideas.Most of the Business Ideas are to be analyzed when they are taking a turn as per the demand and the policies of government or change in management so I as an Investment adviser watch the Balance sheet of the Business and the change in price with emerging volume on charts .My Method is easy to understand and business who have physical existence are my priorities.

We try to find the less risky opportunities in good potential growth stocks available in the market for moderate to high risk profile clients. 
Note: Investing in stock market is subject to risk so invest only after knowing your risk profile or risk taking ability in the market. further, subscribers are advised to carefully read and understand all the documents related to our services, terms & conditions before subscribing to any of our smallcase. In case there is any doubt kindly ask and clear before you subscribe it.

SUMAN SHANDIL

Price return has been average, nothing exciting

Performance

Seems to be overvalued vs the market average

Valuation

Lagging behind the market in financials growth

Growth

Showing good signs of profitability & efficiency

Profitability

The stock is underpriced and is not in the overbought zone

Current price is less than the intrinsic value

Fundamentals

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

Entry point

Promoter pledged holding

Unsolicited messages

Default probability

Red flags

Taksali - Multicap

A Multi-Cap Basket: The Selection of the stocks is based on the basis of Techno-Funda Strategy with a keen focus on the business model and the management strategy in developing it over the period. Min. Recommended Investment &gt; Rs. 5.00 Lakh/- Along with the focus on Y-o-Y &amp; the Q-o-Q Target's Performance in their respective sector - so that the purpose of this smallcase is fulfilled i.e. A Money Minter.The Stock Selection is mostly focused on the Company performance and the economical factors which either lets the quality company to underperform over the period irrespective of the index.

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

Small Cap High Growth Low Valuation Strategy

We go through a stringent process of stock identification which includes the following steps: Step 1- The company must have substantial growth in top line and bottom lineStep 2 - Growth at Reasonable Price (GARP). Not overpay for a good business and not buy a weak business at cheap valuations.Step 3 - Companies with moat or competitive advantage delivering growth consistently. For e.g. – whether it has a significant market share (Monopoly/duopoly) WHICH ARE THE KEY SECTORS / THEMES OF FOCUS?We select sectors periodically on the basis of sectors growth, momentum and inflow of investments.

We provide amazing portfolio strategies which give high return with low risk.

Value Stocks

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.

Wright ⚡️ Momentum

Explore the potential of our high momentum strategy, which balances performance and volatility for the opportunity of long-term growth and the potential to outperform the index.Key highlights include:<ul><li>Track record of consistently outperforming benchmarks in diverse conditions.</li><li>A diverse, 20-25 stock portfolio, handpicked from the top 500 universe.</li><li>High-quality stocks with strong momentum and low volatility.</li><li>Return potential in bull markets and resilience in high-risk regimes.</li><li>Monthly portfolio rebalancing to maintain low turnover.</li></ul>Invest in our Momentum Strategy for potential rewards, supported by proven performance and smart 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

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;

Omni FlexiCap SuperStox

RATIONALE:<ul><li>A curated SuperNormal Portfolio primarily from Top 1000 companies providing exposure to promising and potentially high-growth Transformative themes resulting in double digit growth rates for the Indian economy, viz.</li><li>Transformative Infrastructure Capex of INR100+ lakh crore over 5yrs.</li><li>Global Digital Transformation (DX) tailwind.</li><li>Global Supply chain Rearchitecting away from China towards India.</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>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 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

Quantace Top200 Momentum Factor

The momentum basket aims to track the performance of the top companies within the Nifty 200 selected based on their Normalised Momentum Score. The Normalised Momentum Score for each company is determined based on its 6-month and 12-month price returns, adjusted for volatility. Momentum basket designed by Quantace to Out-Perform the NIFTY200 Momentum 30 Index<ul><li>Stock Selection - A concentrated basket of 7-10 stocks selected from NIFTY200 Momentum 30 Universe</li><li>Rebalancing - Rebalancing is done once every week</li><li>Performance - Historically has given a superior risk-adjusted return than the benchmark</li><li>Hedging - In times of extreme volatility, we increase our exposure to LIQUIDBEES or add exposure to instruments like GOLDBEES &amp; SILVERBEES</li><li>Since this is a Factor Basket, you will be exposed to this factor Risk.</li></ul> At Quantace, we understand that every investor's needs and goals are unique. That's why our Top200 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

Listed Venture Capital

We find multi-baggers in listed small caps by using big-data analytics to quantitatively select governance standards and earnings potential using our proprietary database and algorithm. To dig deeper - please read on. <ul><li>An ingredient to our secret sauce is our proprietary database where we track board members of listed companies and our algorithms that track the background of these board compositions.</li></ul> <ul><li>We aim to find credible board members that are specialist in the industry and who are part of high quality companies and are also sitting board members of really small companies like a Venture Capital board observer in a startup.</li></ul> <ul><li>For our investors, we watch out for related party representations in terms of family members and focus on purely professional representation as a preferred choice.</li></ul> <ul><li>We bank on heuristic to estimate intrinsic value as a screen of companies that are very small and have limited reporting and history.</li></ul> <ul><li>We use fundamental ideas like variability of margins, earnings stability, one off items in reported earnings as few of the methods to further shortlist.</li></ul> <ul><li>We used portfolio construction techniques to make the small case representative of broad economy.</li></ul> This portfolio is not available for US persons, including US citizens and residents.&nbsp;The portfolio represented herein is available only to Indian residents.&nbsp;For US persons, please refer to the LotusDew website: <a href="https://www.lotusdew.co" rel="noopener noreferrer" target="_blank">www.lotusdew.co</a>

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

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.

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.

GVSR- Growth Strategies - Pack-1

<ul><li>Indian Economy has grown approx. by about 10 times in the past 25 years, from about 350 bn USD GDP to about 3.5 trillion USD in 2023. A similar growth trajectory has the potential to place Indian Economy as a Strong Middle Income Nation, in the coming few decades.</li></ul> <ul><li>Growth Sectors in India include, (i) Chemicals, (ii)Pharma, (iii)Fintech, (iv)Technology etc.</li></ul> <ul><li>On a lower base, select small &amp; mid-cap cos are likely to grow much faster than large-cap cos, particularly in niche-segments</li></ul> <ul><li>This smallcase attempts to capture select small &amp; midcap cos (with occasional large-cap) that have the potential to grow faster - selected from across all sectors/segments of the economy.</li></ul>

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

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

GVSRwealth

MAE Growth Basket

Purnartha GARP

“Growth At Reasonable Price [GARP] By Purnartha” is a stack of equities experiencing higher earnings or turnarounds from a sectoral cyclical downturn. We invest in businesses which are experiencing earnings upgrades that indicate potential for growth. We seek such businesses that are available at a reasonable valuation with a medium-term investment horizon. How Do We Select Stocks?<ul><li>We identify businesses primarily from the Nifty 500 universe to construct a sector and market cap agnostic portfolio.</li><li>We consider companies with earnings growth potential, robust corporate governance, and strong balance sheets with medium to low leverage.</li><li>Basis the macroeconomic/sector/company specific triggers, we take necessary actions beneficial to the portfolio.</li><li>We stay clear of cyclical businesses with the expectation of rising interest rate scenarios and also filter out PSU companies.</li><li>A well-diversified, sector agnostic portfolio mostly based on predefined qualitative and quantitative methods which select stocks with strong fundamentals, reasonable value and offers opportunities for delivering better returns.</li></ul>

Purnartha is the manifestation of a simple thought - to demystify the world of equity investments and create an ecosystem backed by unmatched expertise, transparency and strong relationships that help people prosper and grow. We have always striven towards elevating the investor lifecycle by offering a range of equity-related products such as investment advisory and portfolio management services. We are backed by a team of industry veterans and subject matter experts since our inception over a decade ago. Over the years, Purnartha’s has touched the lives of over 10,000+ client families across India and overseas.  

Purnartha Investment

ViniyogIndia ☔ All Weather

ViniyogIndia☔ All Weather Portfolio invests in a basket of Low-Risk Stocks &amp; ETFs. This portfolio is suitable for Conservative investors. Portfolio construction is based on a Multifactor Strategy that uses Low Volatility as one of the Primary Factors <ul><li>Portfolio of 15-20 stocks picked from the NSE universe having the lowest historical volatility</li><li>Historical volatility is measured as the standard deviation of daily returns over a specific period</li><li>Further refined by using a combination of one or more secondary factors to maximize risk-adjusted returns</li><li>Illiquidity filter to remove low volume| turnover stocks</li><li>Balanced at least once a month to keep the turnover low</li></ul>

ViniyogIndia™ offers model portfolios based on quantitative factor investing strategy.

ViniyogIndia

Cash Dividend

Current price is close to the real time NAV

Less expense ratio implies better returns over the long term

Expense Ratio

ETF has been able to closely match its benchmark's returns

Tracking Error

ETF has been generating better price return than bank FD

Return vs FD Rates

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

Entry Point

ICICI Prudential Midcap 150 ETF objective is to provide returns before expenses that closely correspond to the total return of the underlying index, subject to tracking errors