The Debt to Equity Ratio is a company’s total liabilities divided by its shareholder equity. It's the degree to which a company is financing its operations through debt v/s wholly owned funds

Higher than Industry Debt to Equity Ratio

Current ratio measures a company’s ability to pay short-term obligations. Higher is better

Higher than Industry Current Ratio

Free cash flow is the company’s excess cash after expenses and investments. A steady and increasing number shows how effectively a firm is generating cash

Lower than Industry Free Cash Flow Growth

A higher-than-industry revenue growth represents increased potential for the company to increase their market share

Lower than Industry Revenue Growth

Market share is the percentage of an industry's total sales going to a particular company. It gives a general idea of the size of a company v/s its competitors

Decreasing Market Share

Net income is equal to net earnings (profit) less expenses. This number is an important measure of how profitable the company is

Higher than Industry Net Income

Lower than Industry Net Income

The EBITDA margin is the percent of revenue that the company retains after incurring all the direct and operational costs of the business

Lower than Industry EBITDA Margin

The net profit margin is net income or profit generated as a percentage of revenue and illustrates how much of each rupee in revenue translates to profit

Lower than Industry Net Profit Margin

Y-o-y growth in the total revenue represents increased potential for the company to increase their market share.Total revenue for the current quarter is compared with the same quarter of previous year to reduce the effects of seasonality

Increasing Total Revenue

Y-o-y growth in the net income represents increased profitability of the company.Net profit for the current quarter is compared with the same quarter of previous year to reduce the effects of seasonality

Decreasing Net Profit

Increasing EBITDA margin indicates increased profit efficiency without taking into account financial, accounting or tax implications

Decreasing EBITDA Margin

Increasing Net profit margins indicates the increasing profit to the shareholders with each unit of revenue

Decreasing Net Profit Margin

Y-o-y growth in the EBITDA represents how efficiently the company manages its expenses.EBITDA for the current quarter is compared with the same quarter of previous year to reduce the effects of seasonality

Decreasing EBIDTA

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.

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

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

Teji Mandi Multiplier

The multiplier portfolio is a concentrated yet well diversified portfolio of midcap and smallcap stocks. These are stocks that are likely to be winners of tomorrow, and hence hold the promise of significant wealth creation in the times to come. Certain tenets of the portfolio: Capital Allocation: We look for companies with a superior track record of capital allocation. Excellent corporate governance and capital allocation track record and strong sustainable competitive advantages ensure that we identify winners. Low coverage of mid and smallcaps: Analyst coverage of mid and smallcap stocks is much lower than large caps. This gives the fund manager an edge in spotting good businesses early and generating higher alpha. Favourable cyclical upturn: Small and midcaps tend to perform in extremes and revive sharply after bouts of negative returns. After the correction in small caps in the last 3 years, we expect a significant revival in performance

TM Investment Technologies Pvt Ltd (Tradename: Teji Mandi) is a SEBI registered Research Analyst & a subsidiary of Motilal Oswal Financial Services. The company was founded by Vaibhav Agrawal, who has proven experience in identifying winning stock ideas through various market cycles and is a fund manager at Motilal Oswal AMC. Teji Mandi also has industry veteran Mr Raamdeo Agrawal, Chairman of Motilal Oswal Financial Services, as the company's director. Teji Mandi strives to provide expertly managed portfolios to help investors achieve their investment goals.

Teji Mandi

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

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.

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>

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

Alpha Leadership

As the name suggests, Leadership Portfolio invests into high quality companies that are business leaders across various industries. With investment in one single portfolio, the investor get access to fastest growing blue chips companies that are business leaders in their respective sector.&nbsp;The portfolio ensures wealth creation by investing into high-quality, fast growing business with a medium term to long term perspective. The focus is to invest into Quality business that can deliver sustainable high growth over medium term to long term. It’s a high conviction portfolio of such companies, carefully selected by our experts, which have a strong competitive edge, and generate superior ROCE&nbsp;and cash flows and will help deliver superior risk-adjusted returns. 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. The fund aims to invest in companies which are set to benefit the most in current economic cycle.&nbsp;The objective is to invest in companies that 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

Rising Rural Demand

With 65% of India's population living in rural areas, the rural sector has been a key driver of the Indian economy. It is estimated that consumption in rural India is growing at 1.5 times the rate in urban India. Rural development has also been the key priority for the Indian government consistently over the years. <ul><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>The government plans to bring efficiency to agriculture by building an open-source digital public infrastructure. This will provide information services related to crop planning, farm inputs, credit, insurance, crop estimation, etc.</li><li>A dedicated accelerator fund will also be established to encourage entrepreneurship in rural areas</li><li>The agriculture credit target has been increased to ₹20 lakh crore with a focus on animal husbandry, dairy and fisheries.</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.

Quantace Startup India Unicorns

The conventional wisdom is that startups need to be based in developed countries where resources are abundant. However, this overlooks the fact that startups can originate anywhere. In fact, it is often in countries with the greatest challenges where startups can find the biggest opportunities. Underdeveloped nations, countries experiencing conflict, and those new to entrepreneurship each present unique problems that startups can leverage to make an impact, not just a profit. India is a nation where the startup revolution has been in progress for decades and is currently home to over 100 Unicorns. We are proud to introduce the Startup India investment basket, which identifies listed stocks exhibiting startup characteristics and possessing the potential to become part of the following 1000 Unicorns. Our proprietary algorithm applies specific constraints to identify the best stocks for the basket, which is designed for investors seeking very high-risk opportunities <ul><li>Stock Selection - Basket of stocks selected from the listed universe of NSE</li><li>Rebalancing - Weekly</li><li>This is a Very High-Risk Basket and hence is unsuitable for all investors.</li></ul> This is NOT a Model Portfolio. Instead, subscribers should work with their investment advisor to allocate the weights for their stocks according to their individual risk profiles. This will help ensure the portfolio is tailored to meet their specific needs and goals.

We are Democratizing High-Quality Quant Investing for Retail that was once reserved for HNIs and Institutions. 99% of Investments FAIL to Beat the Benchmark. Use Quantace to beat the odds.

Quantace Research

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

High Dividend Yield and Capital Appreciation

-Invests in 15-20 companies with consistent High Dividend Yield.-Investments with potential to generate dividend income andcapital appreciation.-Companies with Strong Balance Sheet and Low Debt on books.-Companies with Good Management integrity, capability andperformance track record.-Companies available at Reasonable Valuations as compared totheir earnings potential.-Multi-cap Strategy (invests in Large Cap, Mid Cap and Small Capshares).-Announcements, Results, News of the companies are regularly researched to ensure stock potential

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

Green Portfolio

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 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.

Equity & Gold

This smallcase invests in Equity &amp; Gold, fixing their weights to 70% and 30%. smallcase invests in large-cap companies using Nippon India ETF Nifty Bees<ul><li>Large cap companies are usually well established and the chances of such companies going bust are low</li><li>Adding such stocks to the portfolio increases stability of the portfolio as their stock prices are not very volatile. They are also best suited for long term wealth creation</li></ul> smallcase invests in Gold using Nippon India ETF Gold Bees<ul><li>Historically gold has maintained its value and is the best form of hedge against inflation and geo-political uncertainties</li><li>Since price of gold is negatively correlated with price of stock, the former is a very effective portfolio diversifier&nbsp;</li></ul>

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.

Invest in Megatrends

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

Quality Smallcap - Smart Beta

This smallcase aims to systematically outperform the smallcap index by quantitatively selecting smallcap stocks exhibiting strong quality fundamentals with positive momentum trends. Selection process takes place in three layers:<ul><li>Quality fundamentals known to be associated with healthy profits, cash flows and business stability, acts at the primary score used to screen the smallcap universe</li><li>Momentum trends exhibited by these stocks acts as secondary filter to align the portfolio with market trend</li><li>If sufficient stocks fail to exhibit the mentioned traits, the portfolio is tilted towards gold until the situation normalizes</li></ul>The smallcase offers a much better risk-reward ratio compared to Nifty Smallcap Index and Nifty Smallcap ETFs. It is best suited for investors looking to take exposure through quality smallcap stocks for passive long-term investing

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>

Small Cap Growth Strategy

Top 100 Stocks

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

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

Young India Themes - Multicap

India is on the cusp of transformational change, presenting six emerging themes for growth and wealth generation: globalisation, clean energy, techification, formalisation, consumerism, and financialisation. Our investment advisory team has developed a unique strategy that capitalises on these themes. We select 15-25 Large, Mid, and Small Cap companies with significant growth potential, aiming to generate higher returns and grow clients' wealth over time.&nbsp; Our approach is accessible, with an investment size of 2L-5L and/or SIP every month. We focus on identifying companies that generate returns on employed capital that exceed their cost of capital, providing clients with the best chance to achieve their financial goals.&nbsp; Join us on the exciting journey towards growth and wealth generation by investing in our portfolio of select companies. Contact us today to learn more about how we can help you achieve your financial goals and take advantage of the incredible opportunities that India's transformational change is bringing.

Tikona Capital is a SEBI registered Research Analyst and Investment Advisor that specialises in providing Equity Portfolio Advisory, Wealth Management Services and Financial Planning to a diverse range of clients, including C-suite executives, working professionals, high net worth individuals, family offices, corporates and institutions. Our services are driven by in-depth research, a professional network, and a firm conviction to deliver superior value to our clients.

Tikona Capital

Strong Performer (Under Radar)

GARP for NRIs

“Growth At Reasonable Price [GARP] By Purnartha” for NRI investors 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

High Quality Right Price

Invests in 15-22 companies that can Multiply Your Wealth in the next 2-4 years.Theme:-AatmaNirbhar Bharat- Policy Formulated by PM of India to make India a "bigger and more important part of the global economy" pursuing policies that are efficient, competitive, resilient and being self-sustaining and self-generating.-China Plus One- Is the business strategy to avoid investing only in China and diversify business into other countries. Many companies are looking to diversify their manufacturing into countries like India as a part of their de-risking strategy.-Production Linked Incentive Scheme- Extends an incentive of 4% to 6% on incremental sales (over the base year) of goods manufactured in India and covered under target segments, to eligible companies, for a period of five (5) years-Make in India-Initiative to encourage companies to manufacture in India and encourage dedicated investments into manufacturing.-Government initiatives like Anti Dumping Duty, Import Licensing High Quality Right Price Companies-Strong Balance Sheet and Low Debt on books.-Good Management integrity, capability and performance track record.-Available at Reasonable Valuations-Multi-cap Strategy-Announcements, Results, News of the companies are regularly researched

Dividend - Smart Beta

Stock returns consist of two parts--price return and dividend return. Generally, retail investors overlook the dividend returns generated by a stock before investing, but in the long-term, dividend returns become very important and significant. <ul><li>This smallcase picks only liquid stocks from the top 150 market cap stocks listed on NSE</li><li>Companies that have consistently increased their dividends over the last 5 years are selected</li><li>The final list of stocks are selected on the basis of high dividend yield</li><li>The selected stocks are weighted using a mathematical model that minimizes the volatility of the smallcase</li></ul> This passive investing smallcase is ideal to generate market-beating returns over the long-term by earning more through dividends.

Dividend Kings

This smallcase provides exposure to companies that generate higher dividend yields. Investors looking for stable returns can invest in this smallcase to benefit from high dividends which get re-invested and price appreciation of the stocks. This smallcase comprises companies across diversified sectors providing a balance between stability and growth.This smallcase invests in the following ETFs:<ul><li>Nifty Dividend Opportunities 50 is designed to provide exposure to high dividend-yielding companies listed on NSE. The index comprises sectors like consumer goods, IT, construction, power, etc</li><li>Bharat 22 and CPSE represent large public sector companies with high dividend yields. This index comprises sectors like power and energy, metals, construction, engineering, and financials</li></ul>

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

Angel One

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>

LABH STAYVAN

#STAYVAN ke saath har week nivesh, life mein dega sub kuch vishesh aur banega BHARAT shrest. <ul><li>Selected 6 Indian scrips with1 balancer (all between 200/- to 1000/- price) spread across different market cap and segments. Its one of the most comprehensive diversified portfolio to provided better returns compared to a non-diversified portfolio.</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> <ul><li>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.</li></ul>

Omkara Manufacturing Smallcase

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.

Smart beta-based investment strategies backed by quantitative research.

Wright Research

Bambino Agro Industries Limited is engaged in manufacturing and selling of vermicelli, macaroni and other pasta products under the brand name Bambino. Its other products include spaghetti, wheat flour, atta, maida, semolina, noodles, wheat rice etc.

Financial Year	FY 2015	FY 2016	FY 2017	FY 2018	FY 2019	FY 2020	FY 2021	FY 2022	FY 2023	TTM
Total Revenue	125.92	269.81	207.92	168.73	249.78	252.39	281.95	257.64	305.10	305.10
Raw Materials	68.08	157.91	112.78	96.31	147.21	152.41	167.89	149.69	282.12	282.12
Power & Fuel Cost	4.46	10.03	6.36	5.88	6.70	5.84	5.29	5.91
Employee Cost	14.86	26.86	20.41	18.04	23.33	28.22	29.34	29.82
Selling & Administrative Expenses	24.75	48.63	32.46	22.00	28.38	27.03	25.98	25.82
Operating & Other expenses	1.59	2.66	19.03	11.66	28.15	18.06	29.80	22.11
EBITDA	12.18	23.72	16.88	14.84	16.01	20.83	23.65	24.29	22.98	22.98
Depreciation/Amortization	1.26	2.59	2.75	2.84	2.78	2.86	2.94	2.97	3.68	3.67
PBIT	10.92	21.13	14.13	12.00	13.23	17.97	20.71	21.32	19.30	19.31
Interest & Other Items	6.59	11.77	8.73	6.08	5.32	6.59	8.48	8.29	6.30	6.31
PBT	4.33	9.36	5.40	5.92	7.91	11.38	12.23	13.03	13.00	13.00
Taxes & Other Items	2.66	2.94	1.66	2.08	2.95	3.07	3.61	4.17	3.79	3.78
Net Income	1.67	6.42	3.74	3.84	4.96	8.31	8.62	8.86	9.21	9.22
EPS	2.07	8.02	4.67	4.79	6.19	10.38	10.76	11.06	11.50	11.51
DPS	0.75	1.60	1.60	1.60	1.60	1.60	1.60	0.00	0.00	0.00
Payout ratio	0.36	0.20	0.34	0.33	0.26	0.15	0.15	0.00	0.00	0.00

Bambino Agro Industries Ltd

Bambino Agro Industries Ltd

Standalone
Financial Statements

What is an income statement?

Income Statement
Industry refers to the sub-sector this company belongs to.

Lower than Industry Revenue Growth
A higher-than-industry revenue growth represents increased potential for the company to increase their market share

Decreasing Market Share
Market share is the percentage of an industry's total sales going to a particular company. It gives a general idea of the size of a company v/s its competitors

Higher than Industry Net Income
Net income is equal to net earnings (profit) less expenses. This number is an important measure of how profitable the company is

Company Updates

Bambino Agro Industries Ltd

Standalone Financial Statements

What is an income statement?

Income StatementIndustry refers to the sub-sector this company belongs to.

Lower than Industry Revenue GrowthA higher-than-industry revenue growth represents increased potential for the company to increase their market share

Decreasing Market ShareMarket share is the percentage of an industry's total sales going to a particular company. It gives a general idea of the size of a company v/s its competitors

Higher than Industry Net IncomeNet income is equal to net earnings (profit) less expenses. This number is an important measure of how profitable the company is

Company Updates

Standalone
Financial Statements

Income Statement
Industry refers to the sub-sector this company belongs to.

Lower than Industry Revenue Growth
A higher-than-industry revenue growth represents increased potential for the company to increase their market share

Decreasing Market Share
Market share is the percentage of an industry's total sales going to a particular company. It gives a general idea of the size of a company v/s its competitors

Higher than Industry Net Income
Net income is equal to net earnings (profit) less expenses. This number is an important measure of how profitable the company is