Ashish Kacholia recent bets

Vijay Kedia recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

Insurance Tracker

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

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

Zero Debt

The Zero Debt smallcase combines criteria like zero long-term debt, constant earnings growth, and return on equity to select quality stocks.<ul><li>Zero debt companies are not burdened by interest or principal payments and hence are generally more financially stable. Such companies have greater flexibility in their financial decision-making and can focus on long-term strategic planning. Equity markets treat zero debt firms favorably, as they have lesser risk during economic downturns.&nbsp;&nbsp;</li><li>EPS growth indicates how well a company is generating profits over time. A consistent and positive EPS growth suggests that the company is effectively managing its operations and increasing its bottom line. In addition, EPS growth directly impacts shareholder value. As earnings increase, the company becomes more valuable, and this can potentially lead to a rise in the stock price, benefiting existing shareholders.</li><li>ROE measures the efficiency of management in generating profits relative to shareholders' equity. A higher ROE generally indicates efficient use of shareholders' funds, sound business strategies and effective capital allocation.</li></ul> Use this smallcase to invest in efficiently managed debt-free companies that have been growing rapidly.

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>

Quantace Defence Stars

Quantace's Preferred Picks in the Defence Theme <ul><li>Stock Selection - Concentrated treasure basket of 3-8 stocks selected from NIFTY Defence 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 Sector/Thematic Basket, you will be exposed to this Risk.</li></ul> At Quantace, we understand that every investor's needs and goals are unique. That's why our Defence Stars 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

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>

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

FG-HUM [First Global Human + Machine Model]

The FG-HUM is&nbsp;a game-changing offering for small and mid-size investors. It is a curated list of 25-30 stocks from India that simplifies your equity investing completely. &nbsp;The engine that drives the portfolio is the FG ExoTech, that is First Global’s proprietary tech stack, which relies on a number of cutting-edge Machine Learning models, with an overlay of decades of human intelligence. &nbsp;It is this model that has provided First Global with the very best performance in the Multi-cap Portfolio Management (PMS) space since inception on both pure returns as well as risk-adjusted returns. The same model is now available to smaller investors&nbsp;This combinatorial approach of Human + Machine helps identify stocks that are best positioned to capture moves in the market that generate higher returns while keeping risks in control.&nbsp;The portfolio is not skewed towards any particular sector or market cap range. In fact, that is the beauty of the approach, that the portfolio is not restricted to any particular set of factors, stocks or sectors. The strategy is to remain flexible and open to portfolio changes without getting attached to the past.&nbsp;This portfolio is usually rebalanced every 3 months, although there would be occasional mid-quarter changes. On rebalancing date, based on an in-depth analysis of micro and macro data, some stocks leave the basket and other stocks enter.&nbsp;

First Global is the most trusted asset manager in India and globally with over 3 decades of experience and expertise in the investing business.

At First Global, we deliver top-of-the-line investment performance, using our proprietary, game-changing FG ExoTech, the most advanced Artificial Intelligence & Machine Learning investment engine in the world, using a unique combinatorial Human + Machine approach.

The First Global is globally regulated by SEBI in India, SEC in the US, FCA in the UK, and CIMA in the Cayman Islands.

Please find the disclaimers for FG-HUM: shorturl.at/jBKMP

First Global Finance Private Limited

Alpha Core & Satellite

Alpha Core and Satellite fund is a classic blend of Core Long Term Investment Portfolio and Satellite Tactical Portfolio. The portfolio shall invest into high quality growth business that can deliver superior risk adjusted returns over medium term to long term.&nbsp;The Core portfolio shall invest in long term secular growth business and intends to own those business for long term. The fund shall invest in companies which are amongst leaders in their industry, have strong competitive edge and can generate superior ROCE.&nbsp;At the same time, the satellite portfolio shall focus on cyclical business or sectoral rotation so as to focus on companies that are likely to benefit from the current economic cycle. In an economy, different sectors tend to perform differently at any given point in time. While some of sector may witness high growth, the others may be ailing. Satellite fund aims to invest in companies which are set to benefit the most in current economic cycle. The objective is to invest in companies to benefit from conducive growth environment in medium term. The portfolio aims to stick with the winners of upcoming business cycles.

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

Renaissance Smart Tech

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.

Endurance Paired-Strategy Portfolio

Diversifies across 2 strategies using Markowitz Efficient Frontier concept:1. Following 2 strategies are combined for optimum risk-return-effort balance:a. Diversified Stocks Portfoliob.&nbsp;Sectors &amp; Asset-classes Rotation2. Allocation to any individual strategy is limited to 75%, and weights are determined using mean-variance optimization3. Portfolio can have 0-20 stocks and 1-3 ETFs4. Unutilized capital will be deployed in interest-rate linked ETFs5. Reviewed weekly

Robust investment strategies driven by quantitative research to help investors grow their wealth smartly!

SmartWealth.ai

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>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 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>

Hasn't fared well - amongst the low performers

Performance

Can be considered moderately valued vs the market

Valuation

Lagging behind the market in financials growth

Growth

Showing good signs of profitability & efficiency

Profitability

Fundamentals

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

Entry point

Promoter pledged holding

Unsolicited messages

Default probability

Red flags

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.

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.

FMCG Tracker

The FMCG sector is the 4th largest sector in the Indian economy and is expected to grow at a compounded growth rate of 23.15% to reach US$ 103.70 billion by FY21 from US$ 68.38 billion in FY18. <ul><li>Increased brand consciousness has been driving the growth of the organized FMCG sector. Growth in modern retail will further drive the growth of the organized FMCG sector</li><li>Increasing internet penetration and online grocery stores has provided new sales channels for FMCG companies</li><li>Rural population which accounts for 65% of India's total population has only 45% revenue share in FMCG sales. Increasing disposable income and consumption in rural areas provides a large untapped market</li><li>Government has allowed 100% FDI in food processing and single-brand retail and 51% in multi-brand retail, this will provide high visibility for FMCG brands in organized retail markets, bolstering consumer spending and encouraging more product launches</li></ul> This smallcase comprises food &amp; beverages, tobacco, household products, batteries and personal products companies to allow investors to efficiently track and invest in the FMCG sector.

Aspire Diversified Assets Portfolio

BM Vision 2030 Smallcase

This portfolio will participate in the megatrends that have and will emerge over the next decade. We do not want to buy cheap stocks but buy stocks that will become cheap due to growth in the underlying business.We will completely avoid absolute illiquid small caps which have entry and exit issues. Those stocks are like Abhimanyu easy to get in and almost impossible to exit.A concentrated portfolio of 12 stocks is enough to beat the underlying bench mark (Nifty 50).We will invest across sectors and market caps. Weightage will be 50% above or below the simple formula (100/No. of stocks).So if we have 12 stocks:•&nbsp;&nbsp;the maximum weightage will be 50% above 100/12 = 8.33% = 12.50%•&nbsp;&nbsp;the minimum weightage will be 50% below 100/12 = 8.33% = 4.17%

Basant Maheshwari Wealth Advisers LLP  offers portfolio management and Investment advisory services. The firm focuses on investing in companies which have predictable and consistent earnings and can typically generate above average earnings growth over longer periods of time. 


Basant Maheshwari Investing

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

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.

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 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

Alpha Prime

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

Elevate your investing journey with our AI-powered robo-advisor! Leveraging quantitative research, factor modeling & machine learning, Wright Research empowers the right investments.

Wright Research is a SEBI registered investment advisor with one of the oldest momentum smallcase and balanced multifactor smallcase on the platform. With over 25,000 users who have trusted our methodologies & investments across smallcase, equity and mutual funds, Wright Research focuses on data driven decision making to select high quality stocks with the potential to outperform.

Wright Research

Punctilious One Value Multicap

Goal is to construct reasonably diversified (approximately 20 stocks), long term oriented portfolio adhering to the value investing philosophy. Value investing has come to have a broad meaning in today’s investment vocabulary. We subscribe to the idea that margin of safety remains a central tenet. Margin of safety is the idea that our estimates of company’s future financial performance must be significantly less demanding to justify today’s price. As Benjamin Graham has said “The function of margin of safety is, in essence, that of rendering unnecessary an accurate rendering of the future.”The criterion for buying a stock(1) Understandable business(2) Competent and honest management/promoters(3) Company with sustainable competitive advantage (preferred but not compulsory)(4) Price which provides a margin of safetyThe criterion for selling a stock(1) Initial thesis is not playing out in business performance(2) Other stock is providing a superior risk adjusted return opportunity(3) The stock is significantly overvalued against our estimates of intrinsic value

We seek to advise clients to preserve and build wealth through a long term investment approach. Goal is to construct reasonably diversified (approximately 20 stocks), long term oriented portfolio adhering to the value investing philosophy.

Punctilious One

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

PrimeInvestor Auto++ 

The auto and auto component sectors have had a rough 2-3 years, and not just related to Covid. But different factors point to a clear revival in this space. More, the auto sector is undergoing a transformation in design and technology. Our PrimeInvestor Auto++ smallcase is built on two pillars:<ul><li>Revival: Key segments of commercial vehicles and passenger vehicles are picking up. Continued demand from the logistics sector, opening up of the economy and growth, Govt spending on infrastructure, and the government PLI scheme can keep up the impetus. Prices of inputs such as steel and other commodities may cool off, helping reduce margin pressures.</li><li>Transformation: EV adoption is leading to software defined architecture in future vehicles with more advanced driver assisted systems (ADAS). Automotive plants are going for higher levels of automation. Even auto ancillaries are increasing the level of automation they adopt. Companies aiding this growth and transformation are a differentiated play on the auto sector.&nbsp;</li></ul> This is an opportunity to get in at the start of the upswing at reasonable valuations. The PrimeInvestor Auto++ portfolio splits into 3 segments:<ul><li>Auto ancillaries catering to both domestic and global markets, that piggyback on the auto sector growth</li><li>Auto OEMs across auto segments, to play the revival in demand</li><li>Technology companies that provide the auto sector with the technology to take it to the next level of growth and transformation</li></ul>

PrimeInvestor is an unbiased, independent, personal finance research platform. We empower you with simple, meaningful and actionable investment insights, recommendations, and solutions so you can confidently build wealth for any need. We discover the best investment products for you across stocks, ETFs, mutual funds, bonds, gilts, fixed deposits, NPS, and insurance. We also provide a range of research tools across these product classes to enable you to do your own research.

PrimeInvestor

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

Shariah ESG 

Shariah – ESG <ul><li>15 Large Cap ESG Sector Leaders shariah-compliant stocks</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>90% of investors think ESG portfolios perform as well or better than non-ESG. Portfolios that integrate environmental, social and governance factors are likely to&nbsp;perform&nbsp;as&nbsp;well&nbsp;or&nbsp;better than non-ESG investments, say 90% of institutional investors.</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 are charged based on the assets of the client.</li><li>Stringent financial ratios</li><li>Comparable with conventional Large Cap mutual funds.</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></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

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

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.

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

GI Nifty Top 10 BlueChip

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

WCFA Smart Beta ETF Fund  (F)

This smallcase focuses upon generating risk adjusted return by investing in a combination Largecap &amp; Midcap ETF's. A blend of Growth and Value approach is created to capture the momentum of the market as well as maintain a Value allocation. This portfolio's endeavour is provides stability in returns at lower risk. Also, facilitate investors in participating India's growth story by investing in fundamentally sound and stable companies. This is a long-term investment strategy that investors can use to build wealth over the years to come.

At Wealth Creators, our purpose is to channelise investments of our clients towards high quality companies with long track records of efficiency, who in turn deliver superior returns to investors. Our approach is not to just focus on delivering healthy returns to our investors but also aims to do so by taking relatively low to moderate risks.

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