SEBI Registered Research Analyst
Registration Number INH000020396
Model Portfolio
Model Portfolio
Long-term, multi-cap, multi-sector model portfolio for capital appreciation
What is a Model Portfolio?
A model portfolio is a research-backed basket of stocks, with recommended weightage for each security, published by a SEBI-registered Research Analyst. It is not a real, pooled fund and we do not manage your money — you hold the stocks directly in your own demat account, in the weights we recommend, and stay in full control of every buy, sell, and hold decision.
Objective
Long-term capital appreciation through a portfolio deliberately diversified across market capitalisation, sector, and business growth-stage — built to remain resilient across different phases of the market cycle, rather than betting on one theme or size of company.
Methodology
24 stocks, spread across 21 sectors, split into three tiers — each with a distinct role. Within each tier, stocks are equally weighted — a deliberate choice, since we don't claim uniform conviction on which specific name in a tier will outperform.
Businesses with an established position and a clearly visible 3–5 year growth path.
Drawn from high-growth sectors — the portfolio's primary engine.
Smaller companies performing well in their niches — highest return potential, weighted lower per stock to reflect the higher uncertainty.
3–5 years, aligned with the business and earnings cycles of the constituent companies — not a short-term trading portfolio.
Investors with a high risk appetite whose objective is capital appreciation, not capital protection, and who can hold through volatility for the full horizon. This portfolio is not designed to be anyone's sole holding or emergency-fund substitute — it's built for the growth sleeve of a diversified investment plan.
Concentration, small/mid-cap liquidity, and sector-specific risk (defence order-flow, insurance/banking regulation, renewables policy dependence) all apply — see full risk disclosure in the factsheet.
Reviewed every 3 months; rebalanced only when the review genuinely warrants it. Whenever a change is made, subscribers get the rationale, not just the new weight.
Nifty 500, with Nifty 750 as a secondary reference given the meaningful small-cap allocation. No outperformance claim is made against either.
What You Get
- The full portfolio factsheet — methodology, tier breakdown, and all 24 constituent weights
- A standalone research report for every constituent stock — business overview, investment thesis, financial snapshot, valuation view, and stock-specific risks
- Rebalancing notifications with rationale, whenever a change is made
- Quarterly review notes
Performance
This portfolio does not assure, guarantee, or project any specific return. A validated historical performance track record (portfolio return vs. benchmark, by time period) will be published here once available, in the manner specified by SEBI — not before.
What's Not Included
This is a research recommendation, not portfolio management. We do not execute trades on your behalf, and we never have access to your demat, trading, or bank accounts. All buy/sell decisions and their execution remain entirely with you.
Prepared by Nikhil Kumar Sahu, SEBI Research Analyst, Registration No. INH000020396. As of the date of publication: neither the Research Analyst nor any associate/relative holds a position in any constituent security; no compensation has been received from any constituent company in the preceding 12 months; there is no broking, market-making, or other business relationship with any constituent company. This disclosure is reviewed and updated at every rebalancing.
This is a research recommendation under the SEBI (Research Analysts) Regulations, 2014, and is not personalised investment advice. It does not account for your individual financial situation or risk appetite, and does not assure returns. Investment in securities is subject to market risk, including risk of loss of capital. Past performance, where shown, is not indicative of future performance. Please consult a financial advisor to assess suitability before subscribing.
Frequently Asked Questions
Everything you need to know about our SEBI-registered research, how recommendations work, and what to expect as a subscriber.
Try Risk-free Before You Commit
15-Day Trial @ ₹999 - Proof Over Promises
In these 15 days, you will get:
- 11 trading days.
- At least 1 call daily (up to 3 max.)
- Full transparency, real-time results.
- No hidden charges. No upsells. No BS.
- Dashboard to check results.
- Refund Policy as per SEBI