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

Lower than Industry Current Ratio

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

Higher 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

Increasing 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

Higher 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

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

Gulaq Gear 6

This portfolio follows a directional strategy that aims to consistently outperform the benchmark equity index while maintaining low volatility. It is a quantitatively managed fund that implements a systematic rule-based trading model to remove human subjectivity.<ul><li>Directional&nbsp;Strategy in Indian Equities</li><li>Systematic Rule Based Trading</li><li>Identifying Investible businesses in S&amp;P BSE 500</li><li>Agnostic to Sector and Market Capitalization</li><li>Identify stocks using a combination of technical and fundamental factors</li><li>Optimize the portfolio for maximizing risk rated returns</li><li>Allocate capital to equities on basis of market valuations</li></ul>

Estee Advisors Private Ltd. is one of the leading names in the quant-based investment management and execution service provider. 

Estee

Fundamental

Technicals

Relative

Smallcase Keymetrics

Health is Wealth

The Indian healthcare sector provides tremendous Global and Local growth potential, given India's dominant position as a manufacturing hub of low cost drugs &amp; intermediates, and its huge population which needs both products and services for their well-being. Rising GDP, increase in awareness and rapid growth of health insurance are key drivers for domestic demand.

Founded by Mr Dick Mody, a 30 year veteran in the global financial markets , we are a one-stop-shop IFA firm offering a wide range of financial solutions to individuals, families & businesses. Our core ethos is to provide customized, unbiased & professional advice; ethically.

Ethical Advisers

Omni Metaverse Global

RATIONALE:<ul><li>Both Goldman Sachs and Morgan Stanley estimate the Metaverse to be a $8 trillion revenue TAM. Several metaverse companies are investing 10s of billions of dollars to create the metaverse platform.</li><li>"...the foundation of the metaverse I think it's just obvious that India is going to be a huge part of that,” - Mark Zuckerberg</li><li>This portfolio provides exposure to both Indian and Global companies which are creating the evolving metaverse space.</li></ul> VIDEOS:<ul><li>Brief introductory video (16-Mar-23 : 3 Mins) <a href="https://tinyurl.com/34um42md" rel="noopener noreferrer" target="_blank">https://tinyurl.com/34um42md</a></li><li>Deep Dive video (14-Dec-22 : 33 Mins) :- <a href="https://tinyurl.com/4j8vxtu8" rel="noopener noreferrer" target="_blank">https://tinyurl.com/4j8vxtu8</a></li><li>For regular updates subscribe to&nbsp;our YouTube Channel&nbsp;<a href="https://tinyurl.com/5brfbxwt" rel="noopener noreferrer" target="_blank">https://tinyurl.com/5brfbxwt</a></li></ul> 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 10K per month.</li><li>Holding Period: The minimum holding period should be preferably 5 years but at least 3 years.</li><li>To stay updated on our latest research, reports and investment strategies, you can follow us on our social media handles, viz.,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603a" rel="noopener noreferrer" target="_blank">@OmniScienceCap</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603c" rel="noopener noreferrer" target="_blank">@OmniScience_IN</a>&nbsp;Twitter handles,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603e" rel="noopener noreferrer" target="_blank">@OmniScience Capital</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76040" rel="noopener noreferrer" target="_blank">@OmniScience smallcase</a>&nbsp;LinkedIn pages,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76042" rel="noopener noreferrer" target="_blank">@OmniScienceCapital</a>&nbsp;page on Facebook and&nbsp;<a href="https://www.instagram.com/omnisciencecap/" rel="noopener noreferrer" target="_blank">@OmniScienceCap&nbsp;</a>handle on Instagram.</li></ul> DISCLAIMER:<ul><li><a href="https://tinyurl.com/msmcene9" rel="noopener noreferrer" target="_blank">https://tinyurl.com/msmcene9</a></li></ul>

A Global Equity Specialist founded by IITians with a combined experience of more than 40 yrs. OmniScience uses Scientific Investing to create SuperNormal Portfolios to ‘Enhance Safety, Enhance Growth, Enhance Returns’

Omniscience Capital

PrimeInvestor Finance Squared

Finance is the only sector guaranteed to capitalise on all the major engines of economic growth, be it consumption, capex, government spending or export growth. This portfolio&nbsp;plays on 4 trends.&nbsp;<ul><li>Reviving credit growth. Credit demand has picked up and has also broad-based to include demand from services, industry and private sector companies reviving capex plans. This should lead to a revival in both income &amp; profit growth for mainstream banks.</li><li>NBFCs are well poised to deliver superior growth with improved spreads. With the tailwinds to the economy returning, mainstream NBFCs engaged in retail credit, durables and vehicle loans, truck and logistics financing and MSME credit are on firm ground.</li><li>Lower disruption as the RBI has been drawing strict boundary lines around non-bank and fintech players. It signals less disruption to banks and NBFCs from fintech players encroaching on their turf. </li><li>The shift to financialisation of savings by the Indian saver is here to stay. With investors having experienced the liquidity and return potential of market-linked investments, they are unlikely to return to physical assets or FDs in a big way. The Jan Dhan Yojana has made great strides, helping create a huge addressable market at the bottom of the pyramid for microfinance firms, gold companies &amp; retail financiers. It also creates a pool of customers for savings products.&nbsp;&nbsp;</li></ul>To reflect weights close to the model portfolio, we recommend investing at least Rs 1.2 lakh in this portfolio.

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

PrimeInvestor

India Top 100

Invest in the India story by investing in the top 100 Indian companies which are part of Nifty 50 and Nifty Next 50. Suitable for Long Term wealth creation.The smallcase, therefore, invests in the following ETFs<ul><li>Nifty 50 constitutes the top 50 blue-chip companies that are well established, diversified across sectors, and have good corporate governance</li><li>Nifty Next 50 index represents emerging blue-chip companies having high growth potential and which are also potential candidates for inclusion in Nifty 50 in the future</li></ul>

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

Angel One

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

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

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>

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

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>

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

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

Quality - Smart Beta

This smallcase identifies high-quality businesses that can stand the test of time and fend off their competition. <ul><li>This smallcase picks only liquid stocks from the top 150 market cap stocks listed on NSE</li><li>Fundamental criteria like return on equity, debt to equity &amp; accrual ratios are used to build the quality score</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 mathematical model that maximizes the return potential while simultaneously reducing volatility</li></ul> This smallcase is best suited for passive investors who seek to generate market-beating returns for their long-term goals.

Gulaq Wealth

Why should you invest in this smallcase? 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>

Omni Super Assets - Multi-Asset Portfolio

RATIONALE:<ul><li>A multi assets portfolio with 9 asset classes giving exposure to Indian Equities (large, mid and small caps), International Equities (US Flexicap &amp; US Tech), Gold, Fixed Income securities, Cash and Alternative Assets.</li><li>Equities hold a predominant allocation which is well stabilized with significant allocations to low to negatively correlated assets thus reducing the portfolio volatility and making it suitable for first-time investors and investors seeking lower volatility. The regular rebalancing feature helps in automatic profit booking across asset classes.</li></ul> VIDEOS:<ul><li>Brief introductory video (06-Mar-23 : 3 Mins) <a href="https://tinyurl.com/mv7zxayp" rel="noopener noreferrer" target="_blank">https://tinyurl.com/mv7zxayp</a></li><li>For regular updates subscribe to&nbsp;our YouTube Channel&nbsp;<a href="https://tinyurl.com/5brfbxwt" rel="noopener noreferrer" target="_blank">https://tinyurl.com/5brfbxwt</a></li></ul> NOTE:<ul><li>If you are an existing investor of Omniscience Capital on an AUM Fee model, please contact us before subscribing to this product.</li><li>LUMPSUM: To get maximum benefit from this investment, start with a lump sum of INR 5 Lakhs.</li><li>SIP: For a lower starting amount, do an SIP of INR 10K per month.</li><li>Holding Period: The minimum holding period should be preferably 5 years but at least 3 years.</li><li>To stay updated on our latest research, reports and investment strategies, you can follow us on our social media handles, viz.,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603a" rel="noopener noreferrer" target="_blank">@OmniScienceCap</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603c" rel="noopener noreferrer" target="_blank">@OmniScience_IN</a>&nbsp;Twitter handles,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b7603e" rel="noopener noreferrer" target="_blank">@OmniScience Capital</a>&nbsp;and&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76040" rel="noopener noreferrer" target="_blank">@OmniScience smallcase</a>&nbsp;LinkedIn pages,&nbsp;<a href="https://zglaluy-zc1.maillist-manage.in/click/1129039378b9b1ab/1129039378b76042" rel="noopener noreferrer" target="_blank">@OmniScienceCapital</a>&nbsp;page on Facebook and&nbsp;<a href="https://www.instagram.com/omnisciencecap/" rel="noopener noreferrer" target="_blank">@OmniScienceCap&nbsp;</a>handle on Instagram.</li></ul> DISCLAIMER:<ul><li><a href="https://tinyurl.com/msmcene9" rel="noopener noreferrer" target="_blank">https://tinyurl.com/msmcene9</a></li></ul>

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

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

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.

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

Banking and Finance

The banking and Financial Services (BFSI) sector consists of banks, Non-Banking Financial Companies (NBFCs), Insurance companies, and asset management companies (AMCs). The BFSI sector benefits directly from growth in GDP. As India looks to become a 5 trillion dollar economy, lenders will play an important role in funding the capital requirements. Further post demonetization, the pace of financialization of Indian savings has increased which benefits AMCs and Insurance companies. BFSI sector is a key beneficiary of the digitalization of the Indian economy.This smallcase invests in the following ETFs:<ul><li>Nifty Banks provide exposure to top Indian banks across the private and public sectors</li><li>Nifty Financial Services provide exposure to companies in the Indian financial sector like banks, NBFCs, housing finance companies, Insurance companies, and AMCs</li></ul>

Golden Opportunity

Metal Tracker

Rise in infrastructure development and automotive production are driving growth of the Indian metal sector. Booming power and cement industries are also aiding growth.<ul><li>India is the 2nd largest crude steel producer, 3rd largest producer of coal and 4th largest in terms of iron ore production. It also has the 7th largest bauxite reserves.</li><li>100% FDI is allowed in the mining sector and exploration of metal and nonmetal ores under the automatic route.&nbsp;</li><li>The Government aims to increase the steel production capacity to 300 MT by 2030-31, indicating new opportunities in the sector.&nbsp;</li><li>Cumulative FDI inflows into the mining and coal production sectors between April 2000 and March 2020 stood at US$ 2758.44 million</li><li>To achieve transparency as well as better regulation and enforcement, the National Mineral Policy 2019 has been launched.</li></ul> This smallcase comprises aluminum, copper, manganese, iron &amp; steel and diversified companies to allow investors to efficiently track and invest in the metals and mining sector.

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.

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>

IT Tracker

India remains one of the world’s top sourcing destination with a share of 55%. Indian IT exports touched a peak of US $670 billion in FY22. The contribution of the IT sector to India’s GDP stood at 7.7% in 2020. <ul><li>Indian IT &amp; ITeS companies have set up over 1,000 global delivery centers in over 80 cities around the world.</li><li>Revenues of the IT Business Process Management industry are estimated to be at around US $227 billion in FY22 from the previous $196 billion in FY21. The industry is expected to grow to US $350 billion by 2025</li></ul> This smallcase comprises IT &amp; ITeS and online services companies to allow investors to efficiently track and invest in the information technology sector.

Purnartha GARP

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

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>

 Trade Ideas Gulluck For Active Investors 

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

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.

Equity & Debt

<ul><li>Blue chip companies have well established business models and stock prices of such companies are usually very stable. Hence adding blue chip stocks to the portfolio increases stability of the portfolio.&nbsp;</li><li>Debt investments have lower risk compared to equity investments. Interest is paid at predefined regular intervals on debt instruments. Holders of these instruments also receive a terminal value when the instrument matures. Generally, yields / returns on corporate debt tend to be higher compared to returns generated by bank fixed deposits.&nbsp;</li><li>A portfolio that contains both equity and debt instruments is well diversified. Diversification across asset classes significantly reduces the probability of the portfolio experiencing dramatic declines and offers a smooth wealth creation journey.</li><li>This smallcase provides exposure to blue chip companies as well as high quality debt instruments issued by public sector companies, through ETFs. 60% of the investment goes into top 100 market cap companies and 40% into debt issued by public sector enterprises.</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

Quantace Basic Momentum Factor

The momentum basket aims to track the performance of the top companies within the Nifty 200 selected based on their Normalised Momentum Score. The Normalised Momentum Score for each company is determined based on its 6-month and 12-month price returns, adjusted for volatility. Momentum basket designed by Quantace to Out-Perform the NIFTY200 Momentum 30 Index<ul><li>Stock Selection - A concentrated basket of 7-10 stocks selected from NIFTY200 Momentum 30 Universe</li><li>Rebalancing - Rebalancing is done once every week</li><li>Performance - Historically has given a superior risk-adjusted return than the benchmark</li><li>Hedging - In times of extreme volatility we increase our exposure to LIQUIDBEES</li></ul>

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

Monarch Networth Capital Limited, formerly Networth Stock Broking Limited, is a financial service provider. The Company is primarily engaged in security and commodity contracts brokerage. 

Financial Year	FY 2015	FY 2016	FY 2017	FY 2018	FY 2019	FY 2020	FY 2021	FY 2022	FY 2023	TTM
Total Revenue	59.80	53.12	72.61	94.41	79.23	70.44	103.09	154.57	162.01	162.02
Raw Materials	—	—	—	—	—	—	—	—	102.96	102.96
Power & Fuel Cost	—	—	—	—	—	—	—	—
Employee Cost	14.60	14.90	17.32	24.68	25.54	25.96	25.68	33.71
Selling & Administrative Expenses	27.26	26.39	31.54	37.17	29.95	26.29	33.32	43.92
Operating & Other expenses	8.71	8.52	7.90	10.13	7.86	13.78	8.35	3.77
EBITDA	9.23	3.31	15.85	22.43	15.88	4.41	35.74	73.17	59.05	59.06
Depreciation/Amortization	3.83	3.58	1.32	0.90	0.93	0.88	0.91	0.99	1.12	1.13
PBIT	5.40	-0.27	14.53	21.53	14.95	3.53	34.83	72.18	57.93	57.93
Interest & Other Items	—	—	—	—	—	—	—	—	—	—
PBT	5.40	-0.27	14.53	21.53	14.95	3.53	34.83	72.18	57.93	57.93
Taxes & Other Items	1.74	-0.76	2.08	2.65	1.89	1.26	10.48	18.12	14.95	14.96
Net Income	3.66	0.49	12.45	18.88	13.06	2.27	24.35	54.06	42.98	42.97
EPS	1.76	0.16	4.11	6.15	4.21	0.73	7.84	17.41	12.63	13.84
DPS	0.00	0.00	0.00	0.00	0.00	0.00	1.00	1.00	0.00	1.00
Payout ratio	0.00	0.00	0.00	0.00	0.00	0.00	0.13	0.06	0.00	0.07

Monarch Networth Capital Ltd

Monarch Networth Capital Ltd

Consolidated
Financial Statements

What is an income statement?

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

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

Increasing 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

Monarch Networth Capital Ltd

Consolidated Financial Statements

What is an income statement?

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

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

Increasing 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

Consolidated
Financial Statements

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

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

Increasing 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