Investogainer Research – Model Portfolio

1. Introduction
   The Investogainer Model Portfolio is a professionally curated equity basket designed for long-term wealth creation.
   Each portfolio is constructed through a disciplined research framework that blends fundamental strength, technical momentum, and a strict risk-management process.
   Our objective is simple: help investors grow their capital through quality-driven, research-backed stock selection.
2. Investment Philosophy
   Our model portfolios are built on three core principles:

(A) Quality as the Foundation

We prioritise companies that demonstrate:
Robust financial strength
Predictable cash flows
Consistent earnings track record
Efficient capital allocation
High governance standards
These traits help reduce downside risk while building a strong long-term compounding base.

(B) Growth with Resilience
A long-term portfolio must not only grow but also withstand market volatility.

Therefore, we focus on:
Secular growth themes
Industry leaders
Strong competitive moats
Scalable business models

(C) Disciplined Risk Management
No portfolio succeeds without risk control.

Our structure includes:
Diversification across sectors
Thoughtful position sizing
Avoiding low-quality speculative stocks
Quarterly monitoring and rebalancing

3. Research & Selection Framework
   We use a combination of quantitative and qualitative analysis to identify high-conviction opportunities.

Quantitative Analysis
Revenue & Profit Growth (3–5 year consistency)
ROE / ROCE trend analysis
Debt-to-Equity & leverage profile
Operating margin stability
Cash flow strength
Relative strength & technical trend confirmation

Qualitative Analysis
Management quality & corporate governance
Industry outlook and demand visibility
Brand value & market leadership
Product innovation and expansion plans
Risks, regulatory environment, and competition

This dual-layer research approach ensures every stock in the portfolio has clear justification and long-term value creation potential.

4. Types of Model Portfolios
5. Conservative Portfolio
   Designed for: Low-risk investors, retirees, and first-time equity investors

Objective: Steady compounding with low volatility

Structure:
70–80% Large Caps
20–30% Mid Caps

Characteristics:
High stability
Proven business models
Lower drawdowns during market corrections

2. Moderate Portfolio
   Designed for: Balanced investors looking for Growth + Stability

Objective: Enhanced returns with controlled risk

Structure:
50% Large Caps
40% Mid Caps
10% Small Caps

Characteristics:
Blend of stability and growth
Suitable for medium to long-term horizons
Ideal for salaried professionals and family investors

3. Aggressive Portfolio
   Designed for: High-risk investors seeking faster compounding

Objective: High growth potential

Structure:
50% Mid Caps
40% Small Caps
10% Large Caps

Characteristics:
Higher volatility accepted
Early-stage and high-growth themes
Targeted toward long-term wealth maximisation

5. Portfolio Structure & Components
   Each Investogainer Model Portfolio includes:
   12–20 carefully selected stocks
   Sector-wise diversification to reduce concentration risk
   Recommended allocation percentage for each stock
   Entry range or accumulation band
   Investment horizon (Short / Medium / Long-Term)
   Quarterly review and rebalancing plan
   Risk rating (Low / Moderate / High)
   Rationale for each stock (business strength + valuation + technical setup)
6. Monitoring & Rebalancing
   We continuously track:
   Quarterly results
   Sector rotations
   Technical trend shifts
   Fundamental changes
   Major news & management updates

Rebalancing is recommended quarterly or on major trend reversals to maintain the portfolio’s risk–reward balance.

7. Benefits of Investogainer Model Portfolio
   Built by a SEBI Registered Research Analyst (INH000012856)
   Backed by 10+ years of market research expertise
   Professionally structured & easy to follow
   Reduces the need for frequent stock hunting
   Helps maintain discipline and avoid emotional decision-making
   Ideal for long-term wealth creation
   Transparent, research-backed framework
   BSE Enlisted (Code: 5845)

   8. Who Should Use This Portfolio?
   This portfolio is ideal for:
   Salaried individuals
   Business owners
   Long-term investors
   Beginners who want a guided approach
   Investors seeking diversification & clarity
   Those who prefer a structured investment discipline

8. Disclaimer
   The Model Portfolio is a research-based recommendation and not personalised investment advice.
   Market investments involve risks, and investors must consider their financial profile, risk appetite, and investment goals before acting on the recommendations.