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

Lower 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

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

Higher 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

Increasing Net Profit

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

Increasing EBITDA Margin

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

Increasing 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

Increasing EBIDTA

Cedrus Alpha+

historically few companies or sectors have contributed to majority of index gains in different market cycles.our strategy is to identify these companies and take a concentrated exposure which are expected to be leaders in the future index performance. a judicous mix of minimum 70% in largecaps and rest in high convition midcaps can create a significant alpha.

To offer investors a well designed and well researched equity portfolio with potential of creating a substantial alpha over long terms.

Cedrus Consultants

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

Fundamental

Technicals

Relative

Smallcase Keymetrics

HITPICKS

<ol><li>All communication will be on email only. There will be no whatsapp / telegram/ sms communication. All emails will be sent after market hours. Only in exceptional circumstances communication may be sent during market hours.</li><li>It is a long-only strategy. All the ideas recommended would be BUY recommendations but if and when we spot an opportunity of a breakdown/reversal in any stock we would bring it to your notice only as a possibility and not as a recommendation.</li><li>The companies recommended will be companies with decent fundamentals and high liquidity.&nbsp;&nbsp;</li><li>The time frame for the given trade will be clearly mentioned along with the recommendation. e.g short term means few days to few weeks, medium-term means few weeks to few months and long term for a few months to more than that.</li><li>Ideal allocation to Technofunda trading in the overall portfolio should not exceed 30-40% of total portfolio value. One can gradually begin with smaller sums and get enough confidence to bet higher amounts gradually.</li><li>We would endeavour to recommend stocks as and when we come across good trade setups and because of that there will be no fixed frequency of recommendations.&nbsp;</li><li>A minimum of 12 recommendations would be provided but the number is likely to be exceeded provided markets remain good.&nbsp;</li><li>We would clearly mention the course of action which includes buy/accumulate in a price range, stop loss and targets in each recommendation. Whenever targets are achieved or sometimes slightly before that happens, it would be advisable to book atleast partial if not full profits.</li><li>Along with technical set up, a brief write up about the fundamentals and possible triggers would be provided with the recommendation.&nbsp;</li><li>The recommendations are for delivery based trading on the given time frames, but if someone wants to buy in futures or options, he/she can do so at his/her own risk.&nbsp;</li><li>Investors/traders do not need to trade each and every recommendation made.&nbsp;They can pick and choose according to their comfort levels based on conviction and time frame mindset.</li></ol>

Long term wealth creation investment strategy

Intelsense

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

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

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

Safe Haven

Volatility measures the risk of security. A stock with higher volatility will see its price fluctuate rapidly within a specific period, whereas a low volatility stock will not see as much price fluctuation. Higher the volatility, the higher the perceived risk. Beta is one of the ways of measuring volatility. A stock with a beta of less than 1 would be less volatile than the market. Low beta stocks ensure that the portfolio is not very sensitive to market sell-offs. <ul><li>The universe of stocks for the Safe Haven smallcase is such low beta stocks. </li><li>These stocks are then subject to checks on various parameters including but not limited to proportion of pledged promoter holdings, favourability amongst institutional investors, etc. </li><li>Finally, the qualifying stocks are then run through proprietary algorithms that help choose liquid low beta stocks.</li></ul>

High Growth

This is our flagship portfolio and is designed on the back of our own 5G strategy which derives its principles from value + growth investing. It is an agnostic portfolio that focuses on selecting 20 - 25 strong business leaders with a minimum market cap of Rs. 1000 Cr. with high long-term earnings growth potential.&nbsp;The key focus is on earning growth of portfolio companies, along with earning growth YellowJersey Boost focuses on the fundamental safety of portfolio company’s businesses.&nbsp;We follow a diversified bottom-up stock picking approach based on extensive research and strong filtration criteria. Nearly 70% of the portfolio is invested in small and midcap companies. We also try to maintain a 10% cash position to take advantage of short-term special situations like buybacks, offer for sales, etc.&nbsp;Risk management is the key. In this portfolio, we limit our allocation to 10% on a company level and 25% to any sector.&nbsp;We also do not invest more than 20% in the same promoter group companies.

Yellow Jersey

Evergreen Portfolio 

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

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

stockbox

PSU BANKS FOR SIP

We would like to see higher credit growth, net interest income and fee-based income from the PSU banks. In the last couple of quarters, a lot of profit growth has come from lower credit cost but pre-provisioning profits or net interest income has remained in single digit and only after it starts to move and we get visibility of double digit type of credit growth, net interest income and fee based income, then some more confidence will come on the sustainability of the earnings. It would result in a re-rating of the price to earnings, price to book and that may result in a very strong rally in PSU banks.PSU banks are trading anywhere from 0.5 to about one times their price to book and 5 to 20 P/E.

StoxBazar, a well-established and a reputable firm known for its expertise in the financial services industry. At StoxBazar, we offer a comprehensive range of research analysis services, consolidating all aspects under one roof. We pride ourselves on being among the select few SEBI registered organizations that provide research and information on the Indian capital markets, with a strong focus on Technical and Fundamental Analysis. Our firm has garnered a solid reputation among investors, brokers, and researchers alike.

StoxBazar

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

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>

Green Ethical Portfolio - Shariah Investing

CANSLIM-esque

CANSLIM is an investment model of specific criterion set out by William O’Neil, an American stock broker and investor.<ul><li>CANSLIM model revolves around seven criteria - current earnings, annual earnings, the new factor, supply and demand, leader vs laggard, institutional ownership and market direction. These criteria have been modified for the Indian stock markets</li><li>This smallcase consists of companies that have recorded greater than 10% earnings per share growth over the previous 2 years and also have high return on equity. High EPS growth in tandem with high ROE indicates that the company is making money at a fast pace while managing capital efficiently</li><li>Future expectations regarding earnings growth have also been taken into account</li><li>Additionally, only stocks that have been showing strong upward price movement and have performed better than 75% of all stocks over the previous 1 year are included</li></ul>You can access the asset allocation version of this smallcase with better risk-adjusted returns <a href="https://www.smallcase.com/smallcase/canslim-esque-asset-allocation-version-SCMO_0045" rel="noopener noreferrer" target="_blank">here</a>

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>

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

Affordable Housing

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.

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

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>

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

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

Green Portfolio

Quanto-Funda Model Portfolio - Yadnya 

This portfolio is meant for a seasoned investor with a high-risk appetite with a time horizon of at least 5 years. The stock weights are calculated using their respective scores in the quantitative analysis. The numbers change with every quarter’s result leading to changes in the top performer as per their performance during that quarter. Thus, this portfolio is expected to have more changes during every rebalancing as compared to other model portfolios.

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

Investyadnya

MULTICAP WONDERS 

<ul><li>This small case is a collection of companies experiencing revenue, earnings, cash flow, and margin growth along with positive momentum.</li></ul> <ul><li>In addition, only the companies experiencing an increasing return on equity and low debt to equity, and good liquidity are selected.</li></ul> <ul><li>This small case also considers the forecasted revenue, earnings, and cash flows during the stock selection process.</li></ul> <ul><li>Generally, growth companies reinvest their earnings and do not pay dividends. Fast-growing businesses and rising earnings allow them to command high valuations.</li></ul> <ul><li>The portfolio will be monitored every week however rebalancing will be done when the need arises to generate relatively higher returns by assuming the least possible risks and the investor will be intimated about rebalancing via email.</li></ul> <ul><li>Chat with us if you know have any queries/doubts-&nbsp;<a href="https://wa.me/message/ORB5XR3R7LJ4J1" rel="noopener noreferrer" target="_blank">https://wa.me/message/ORB5XR3R7LJ4J1</a></li></ul>

Marketgoogly is a financial advisory and tech-based investment platform with simple goals such as spreading financial literacy, simplifying investing, and long term wealth creation. We believe in making investing rewarding and offer a range of financial services like Financial Planning, Personal finance, Equity, Mutual fund, and alternative investment advisory services.

Marketgoogly

Digital Inclusion

India has witnessed a digital revolution in recent years, driven by increased internet penetration, smartphone adoption, and affordable data plans. With 692+ million internet users, India is now the 2nd largest online market behind China. This number is expected to grow to 900 million by 2025. While India is the second most populous country in the world, only about 47% of people use the internet. In developed countries like the US and Japan, more than 90% of people access the internet.<ul><li>In Budget 2023-24, the government highlighted its plans to enable 5G services in India by setting up 100 labs in engineering institutions. The labs will be focused towards building applications such as smart classrooms, precision farming, intelligent transport systems, and healthcare applications using 5G services.&nbsp;</li><li>The volume of digital payment transactions has increased from 5,554 crore transactions in 2021-22 to 8,840 crore in 2022-23. The government plans to continue providing fiscal support to the payment infrastructure in the current financial year.</li><li>Additionally, the government is encouraging domestic mobile phone production through various exemptions on customs duty. In the last financial year, mobile phone production in India increased from 5.8 crore units valued at about ₹18,900 crores in 2014-15 to 31 crore units valued at over ₹2.75 lakh crores.&nbsp;</li></ul> This smallcase consists of companies like data providers, equipment manufacturers, &amp; infra enablers working towards a digital India.

Mi_MT_Allcap 

<a href="https://youtu.be/UHc5ekbDEVo" rel="noopener noreferrer" target="_blank">Mi MT Allcap</a> is an absolute momentum strategy which aims to generate market beating returns aiding gradual wealth creation for its users. This product is suitable for use in all stages of the market cycles as it is designed to either remain invested in the strongest 20 stocks or go to cash in weak markets&nbsp;&nbsp;<ul><li>This portfolio consists of up-to 20 stocks selected from top liquid names (any cap)</li><li>All stocks start at 5% weightage of the entire portfolio</li><li>The stocks are selected based on their absolute momentum after filtering for any red flags in the company. All stocks need to be &gt; 1000cr in market cap and average liquidity of the stock is also verified before selection.</li><li>Winners are allowed to run while losers are removed at the next balance if they meet the exit criterion.</li><li>The historical performance of this portfolio has beaten the benchmark by a wide margin</li><li>This is a weekly rebalanced portfolio. If there are no current opportunities the portfolio sits in cash (Liquid bees)&nbsp;</li><li>There is zero discretion of the manager in running this portfolio.</li><li>The strategies have been rigorously back tested on years of data to prove their efficacy.</li><li>The optimal size for investing in this portfolio is INR 5 to 30 lacs</li></ul>&nbsp;<a href="https://youtu.be/UHc5ekbDEVo" rel="noopener noreferrer" target="_blank">A complete video on the Mi_MT_Allcap can be seen here</a>

Momentum Investing has been synonymous with WeekendInvesting since 2016.
The first smallcase manager with more  than 13000 current users who have trusted our systems. 

Come join us! Build your long term wealth with just 2 min effort per week.

You can engage directly with Alok at https://twitter.com/WeekendInvestng

Weekend Investing

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.

High Momentum : High Growth Stocks

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

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

Bullish India

Bringing the Bling

Rising disposable income, improving brand awareness and increasing purchase power have changed India&rsquo;s spending habits.
<ul>
<li>There is a surge in expenditure on luxury goods and services, a trend that is expected to continue</li>
<li>These goods and services include high-end jewellery, high-brand cosmetics, apparels, luxury cars, consumer electronic goods, etc</li>
</ul>
This smallcase comprises companies that are catering to India&rsquo;s increasing affinity for luxury goods and services.

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

Omkara Manufacturing Smallcase

Why Manufacturing? We believe that 2021 = 2003. Let us remind you that entire m-cap of cap good sectors surged 14.5x from 2003 to 2008. Co stock prices moved up by 15-20 times in 4 years. After a gap of almost 10 years, we are seeing private sector capex surging and govt doing all the right actions to propel India as next manufacturing destination for the world. Supply side has gone down with few leaders controlling the sector, NPA cycle is down, deleveraging has happened &amp; now after a long-time investment cycle is picking which is reflected in the credit growth number of financials. With capacity utilization lower, there is huge operating leverage to be played in the manufacturing cycle. Manufacturing sector growth from 15% of India’s GDP to 20% and it could be USD 1 trillion soon. All this will help in employment generation + reduce import dependency and has huge export potential. This is not a quarter story for us but a sector to bet for next 3-5 years.

Omkara Capital is a SEBI Registered Investment Advisers and Research Analyst providing stock research services to Retail and HNI clients. We aim to be, for serious investors, the equity research backend with data-backed actionable ideas as the key differentiator. Let financial education make us grow together. Retail is the next revolution. Omkara is going to help co-create that.

Omkara Capital

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%

Dividend Stars

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 maintained an average dividend yield of at least 2% over the previous 5 years</li><li>Additionally, only the companies that have not cut dividends for the last 5 years are included</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.

KamayaKya - Value Buy Opportunities 

This smallcase is designed based on the time-tested philosophy of value investing, which aims to identify companies with a competitive advantage or moats that are undervalued by the market, and have the potential to deliver superior returns in the long run.&nbsp; Our investment philosophy is based on identifying hidden gems - emerging companies with enormous potential but often overlooked by the market participants. We do this by cutting through the market noise and leveraging our extensive research capabilities, including management interactions and channel checks, to minimize risks for our clients. We carefully select these stocks after studying several key factors, including cash flow, top-line and bottom-line growth, promoter holding, management quality, valuations, and more. We also focus on fundamental triggers such as capacity expansion, debt reduction, change in management, industry tailwinds, favorable government policies, structural stories, turnaround plays, and more.

KamayaKya is your trusted investment guru, ready to guide you towards the best smallcap and midcap stocks with solid research and data-driven insights.

We're a SEBI Registered Research Analyst firm dedicated to helping you build your wealth through expert stock recommendations. Our focus is on identifying hidden gems – emerging companies with enormous potential that have been overlooked by the market. By leveraging our extensive research capabilities, including management interactions and channel checks, we're able to cut through the noise and provide you with actionable insights that minimize risk and maximize returns. 

Financial Year	FY 2015	FY 2016	FY 2017	FY 2018	FY 2019	FY 2020	FY 2021	FY 2022	FY 2023	TTM
Total Revenue	44.24	56.84	57.99	51.50	46.80	56.89	48.81	58.37	74.82	74.82
Raw Materials	24.28	31.64	12.71	10.88	10.73	12.95	10.37	12.57	69.46	69.46
Power & Fuel Cost	6.44	7.42	4.96	4.06	3.41	4.75	3.64	4.23
Employee Cost	7.35	9.82	11.97	14.89	17.20	23.68	18.90	17.09
Selling & Administrative Expenses	0.94	1.38	1.17	0.98	0.99	0.97	1.03	1.44
Operating & Other expenses	1.81	2.67	23.48	17.65	11.88	12.99	11.11	21.70
EBITDA	3.42	3.91	3.70	3.04	2.59	1.55	3.76	1.34	5.36	5.36
Depreciation/Amortization	1.31	1.41	1.44	1.19	1.32	0.73	0.70	0.68	0.69	0.70
PBIT	2.11	2.50	2.26	1.85	1.27	0.82	3.06	0.66	4.67	4.66
Interest & Other Items	0.92	1.28	1.10	0.96	0.29	0.15	0.18	0.08	0.39	0.39
PBT	1.19	1.22	1.16	0.89	0.98	0.67	2.88	0.58	4.28	4.27
Taxes & Other Items	-0.12	0.18	0.03	-0.01	-0.01	0.24	0.82	0.17	1.13	1.12
Net Income	1.31	1.04	1.13	0.90	0.99	0.43	2.06	0.41	3.15	3.15
EPS	8.73	6.93	7.53	6.00	6.60	2.87	13.73	2.73	21.07	21.00
DPS	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00
Payout ratio	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00	0.00

Betex India Ltd

Betex India 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

Company Updates

Betex India 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

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