Ashish Kacholia recent bets

Vijay Kedia recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

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All investments will be withdrawn from the smallcase, which was shariah-compliant at the time of making investments but subsequently became Shariah non-compliant whether on business or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 Such investments will be withdrawn within 60 days of the company being declared Shariah non-compliant.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

Fundamental

Technicals

Relative

Smallcase Keymetrics

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

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

Cyclical Bets Smallcase

<ul><li>The Cyclical Bets Smallcase is a Research Analysis service comprising a diversified list of 15-20 stocks of different sectors that are in the early stage of turnaround and expected to do well in the medium and long-term.</li></ul> <ul><li>This is one of the best performing smallcase and the stocks have given a significant outperformance.</li></ul> <ul><li>We are likely to follow a basket approach of investing in a particular sector. These stocks are likely to outperform as the cycle improves and offer the potential of significant re-rating. We have extensive experience in cyclicals and the founders are considered an authority in cyclical and contra-cyclical investing due to their vast experience in this style of investing.</li></ul> <ul><li>We look at companies with good corporate governance practices, a sustainable balance sheet, and past downcycle survivors.</li></ul> <ul><li>Our founders have done extensive dissemination of knowledge in cyclical investing.</li></ul> <ul><li>Recommended amount &gt; 5 lakhs (lumpsum or over a period). This is not advise but purely to convey for the fees to make commercial sense. How much to allocate is purely investor decision and discretion.</li></ul> <ul><li>This is NOT a model portfolio. Allocation in each of the stocks is to be done by the subscriber as per his/her risk profile in consultation with their Investment Advisor. We have no recommendations on Allocation.</li></ul>

Aurum Capital is a SEBI registered Research Analyst firm. Aurum Capital founders have close to 5 decades of experience in Indian and International equities. 

The rich industry experience helps us understand companies, the complexities of businesses, and the tipping points that make or break companies. Our research is not limited to number crunching, but going beyond this and doing scuttlebutt research. 

The founders have a deep understanding of the market, business, and economic cycles and are considered premier authorities on this subject in the Indian market. The founders regularly appear on Indian Business Channels and Newspapers.

Aurum Capital

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

STOCKSTAR MOMENTUM SUPERSTARS

Companies posting bumper results usually go through good immediate upside momentum . We try to catch these moves which are usually ferocious in the short term . Rebalacing may be more frequent depending on how the existing stocks perform and if any better opportunity is visible to us . There is No defined timeline for rebalacing

Stockstar

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>

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

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

Gulaq Gear 5

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

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.

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.

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.

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

Omni Ayodhya & UP

The Ram Mandir development is catalysing all-round development in Ayodhya, UP and impacting the rest of India, and eventually the World.The Ayodhya Masterplan 2031 envisages an investment of INR 85,000 crore (~$10 Billion). Beyond this starts the Ayodhya Vision 2047 which takes the development further under the Ayodhya Development Authority. Beyond this is the UP Vision to become a Trillion Dollar Economy. The $10 billion investment is likely to result in nearly 1,50,000 jobs, cumulatively totalling a million annual jobs. The capex is likely to result in further jobs as it triggers a multiplier effect in not only Ayodhya but the surrounding 6-12 districts.&nbsp;The Prime Minister, Mr. Narendra Modi, has already inaugurated projects worth INR 15,000 crores and the Global Investor Summit, UP 2023 has already received proposals for INR 49,000 crores for Ayodhya. OmniScience Capital's investment strategy for investing in "Ayodhya Stocks" is based on its Scientific Investing Framework. The universe construction starts from finding stocks which have exposure to Ayodhya's development directly and some indirectly via being exposed to the development of UP as a Trillion Dollar Economy. This allows the creation of a large initial universe which provides the ability to exercise choice and apply the stringent Scientific Investing Framework without compromising on the stock selection.A diversified portfolio of stocks from multiple sectors and industries, which are providing value to different aspects of life in Ayodhya for residents as well as visitors, including, pilgrims, tourists and eventually government and business visitors, and which are benefiting from the Ayodhya Development, has been created.This portfolio will evolve over time as more contracts are given out, or more announcements are made by companies about their investments in Ayodhya. In the meanwhile a set of companies which are either known to be exposed to Ayodhya, or in our opinion are likely to have exposure to Ayodhya are included in the portfolio.

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

WCFA Growth Opportunities Fund (F)

This smallcase identifies high-quality large &amp; midcap businesses that can stand the test of time by having strong competitive advantage. Quality management, Strong Cashflows, Low Debt, Higher ROE, ROCE and ROA.<ul><li>This smallcase picks only liquid stocks from the top 200 market cap stocks listed on NSE.</li><li>The strategy also looks for earnings variability over the last 5 years to identify consistent performers.</li><li>Selected stocks are weighted using a model that reduces the volatility while simultaneously maximising the return potential.</li></ul>This smallcase is best suited for passive investors who seek to generate market beating returns for their long-term goals.

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.

Wealth Creators

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

Wright 🌱 Smallcaps 

Meet Wright Smallcaps. A simple investment strategy aimed at maximizing potential with small-cap stocks. Our approach includes:<ul><li>Easy-to-Understand Factors:&nbsp;Picking top stocks using value, quality, and growth.</li><li>Careful Selection:&nbsp;Choosing 20-25 high-potential stocks for impressive results.</li><li>Smart Techniques:&nbsp;Using easy-to-grasp concepts for optimal stock choices.</li><li>Monthly Updates:&nbsp;Keeping the mix fresh and balanced with regular adjustments.</li><li>Low Risk:&nbsp;Managing risks through diverse stock selection.</li></ul>Explore the Wright Smallcaps Strategy and unlock the growth potential of small-cap stocks.

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

Omni MidCap Knights

RATIONALE:<ul><li>SuperNormal MidCap stocks which are in their aggressive growth phase yet not fully identified by the market.</li><li>Strong fundamentals, stable businesses and high competitive advantage and large growth opportunity.</li><li>Strategy capitalizes on mispricing using a superior valuation toolkit.</li></ul> VIDEOS:<ul><li>For regular updates subscribe to&nbsp;our YouTube Channel <a href="https://tinyurl.com/5brfbxwt" rel="noopener noreferrer" target="_blank">https://tinyurl.com/5brfbxwt</a></li></ul> NOTE:<ul><li>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 2.5 Lakhs.</li><li>SIP: For a lower starting amount, do an SIP of INR 5K per month.</li><li>Holding Period: The minimum holding period should be preferably 5 years but at least 3 years.</li><li>To stay updated on our latest research, reports and investment strategies, you can follow us on our social media handles, viz.,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603a" rel="noopener noreferrer" target="_blank">@OmniScienceCap</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603c" rel="noopener noreferrer" target="_blank">@OmniScience_IN</a>&nbsp;Twitter handles,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603e" rel="noopener noreferrer" target="_blank">@OmniScience Capital</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76040" rel="noopener noreferrer" target="_blank">@OmniScience smallcase</a>&nbsp;LinkedIn pages,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76042" rel="noopener noreferrer" target="_blank">@OmniScienceCapital</a>&nbsp;page on Facebook and&nbsp;<a href="https://www.instagram.com/omnisciencecap/" rel="noopener noreferrer" target="_blank">@OmniScienceCap&nbsp;</a>handle on Instagram.</li></ul> DISCLAIMER:<ul><li><a href="https://tinyurl.com/msmcene9" rel="noopener noreferrer" target="_blank">https://tinyurl.com/msmcene9</a></li></ul>

Centrum Emerging Champions of India

Carefully designed basket with "EDGE" framework with detailed fundamental research to select emerging high growth businesses with strong business models across mid and small cap majorlyObjective:<ul><li>To invest in consistent performing companies of good quality and aspire to provide attractive outperformance over long periods</li><li>Companies with strong outlook of long term superior growth and RoCE and consistency over volatility</li></ul>&nbsp;E&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;D&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;G&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;E&nbsp;This framework is backed by detailed fundamental research and backtested for past 20+ years and outperformed ~80% of the times. •”E” = Earnings Quality –<ul><li>15% (or higher) operating profit growth and 15% (or higher) ROCE</li><li>High conversion of EBITDA to OCF</li><li>Low leverage(&lt;2x)</li></ul>•”D” = Deep dive research<ul><li>Size of opportunity</li><li>Competitive advantage</li><li>Scalability</li></ul>•”G” - Governance –<ul><li>Accounting quality and forensics</li><li>Capital allocation</li><li>Board composition</li><li>ESG</li><li>Dividend policy</li></ul>•”E” - Execution –<ul><li>Past track record of promise vs delivery</li></ul>&nbsp;This provides best of two worlds-&nbsp;High Quality – provides stability+High Opportunity – provides growth Disclaimer: Investing in securities are subject to market risks. Past performance is not an indicator of the future performance. This material should not be construed as a recommendation or solicitation to invest in securities. Investors should independently read the related documents, consider all the risk factors and seek professional, financial, tax and legal advice before investing

Centrum Smallcase- Start small. Dream BIG!

Centrum

Omni Future of Mobility

RATIONALE:<ul><li>Mobility of passengers and goods shall transform in next few years in India with developments in areas such as EVs, Bullet Trains, Multi-modal Freight Logistics, Aviation &amp; Waterways.</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 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>

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.

The Naked Trader

This smallcase is created on the basis of investment criteria set out by Robbie Burns, a UK-based trader, in his book ‘The Naked Trader: How Anyone Can Make Money Trading Shares’. These criteria have been adapted to Indian stock market conditions to build this smallcase.<ul><li>First, the financial vigour of stocks is checked and only those stocks whose revenue, earnings and dividend payouts have increased in the most recent financial year are selected</li><li>Next, companies whose debt burdens are low relative to their operating profits are selected. Low-debt companies pay low interest, which automatically boosts profitability. Such companies are relatively better off even when the business environment is facing a downturn</li><li>In addition to this, the model also checks for ratios like PE, so that reasonably-priced stocks are selected</li></ul>

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%

All Weather Investing

All Weather Investing is a popular strategy that ensures your investments do well in good as well as bad times. This is a long-term investment strategy that you can use to build wealth over the years to come.
<ul>
<li>This smallcase invests in 3 asset classes--equity, debt and gold</li>
<li>The portfolio is rebalanced periodically to generate relatively higher returns by assuming the least possible risks</li>
</ul>
This smallcase is ideal for all types of market conditions. It will ensure that neither will your investment ship sink, nor will the investment flight soar to scary heights. What you will get here is a steady ride to help you meet your long-term investment goals.

Wright 🏭 New India Manufacturing

Anticipating diversified growth and harnessing India's transformation into a global manufacturing and innovation hub, our strategy aims to manage risk levels at par with the Nifty index. Let's ride the wave of potential growth together.<ul><li>Atmanirbhar vision and robust government policies: Wright 🇮🇳 New India portfolio is thoughtfully aligned with the Atmanirbhar vision, marking it as a strategic investment consideration. Expertly curated, the portfolio consists of stocks poised to benefit from robust government policies, including the Make in India, Profit Linked Incentives, and China Plus One initiatives.</li><li>All-round growth: With a well-diversified portfolio of 20-25 carefully selected stocks across various market capitalizations. The portfolio covers booming industries like infrastructure, pharma, fintech, renewables, and electric mobility.</li><li>Dynamic sector allocation: Wright 🇮🇳 New India's portfolio keeps up with the latest trends and announcements in key sectors. With a keen eye on innovation and sustainable growth, the portfolio covers a diverse range of industries, including infrastructure, pharma, fintech, renewables, and electric mobility.</li></ul>

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>

GVSR - Value Strategy' - Pack -1

<ul><li>This smallcase attempts to capture 'Value Buys' across multiple sectors of Indian Industry.</li></ul> <ul><li>Suitable for Investors who are looking to spread their bets and diversify risks.</li></ul> <ul><li>Suitable for Investors looking for Value Buying opportunities from time to time</li></ul> <ul><li>Underlying stocks are typically charecterised by low to average P/E multiples, reasonable growth in earnings (potential), reasonable ROCEs etc.</li></ul> <ul><li>Provides Investors with an opportunity to 'discover hidden value' in beaten down stocks, in some cases.</li></ul> Please note that this is a collection of stocks / ETFS from across sectors / segments and themes stocks may be common to the theme=based smallcase products already launched.

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

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.

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

Gulaq Gear 6

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.

Transporting India

The logistics sector is the backbone of any economy as it plays a vital role in the movement of goods and services across the nation. The growth of this sector is crucial for India to be a US$ 5 trillion economy. Over the past few years, the Indian logistics sector has seen annual growth rates of approximately 15%. Advancements in related technology, favourable Govt policy and the fast-growing e-commerce sector are all expected to further drive the growth prospects of the industry. <ul><li>As part of Budget 2023-24, the highest-ever outlay of ₹2.4 lakh crores has been provided to the Ministry of Railways.&nbsp;</li><li>The National Highways Authority of India and other road works projects have received an outlay of ₹2.69 lakh crores, growing by 118% in just 2 years.</li><li>The government has planned to infuse ₹75,000 crores into the development of 100 critical transport infrastructure projects.</li><li>In order to improve regional air connectivity, 50 additional airports, heliports, and advanced landing grounds will be revived. Allocation to the regional connectivity scheme has been doubled to ₹1,244 crores.</li><li>During FY24, the government intends to spend more than ₹4.7 lakh crores towards transportation-related projects. This is a significant jump from the estimated ₹3.6 lakh crores spending during the FY23 period.</li></ul> The Transporting India smallcase consists of companies that will gain from the boost in growth of the logistics sector.

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Market and sectors

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