The objective of the ASK Domestic Resurgence Portfolio is to generate superior long-term capital appreciation by investing in a concentrated basket of 20–30 high-quality businesses that are key beneficiaries of India’s domestic economic revival. The strategy focuses on:

• Capital preservation over time

• Identifying businesses with high RoCE (above 25%) and earnings growth (above 15%)

• Investing in companies with a favorable price-value gap and strong margin of safety

• Enabling long-term wealth compounding through bottom-up stock selection

The ASK Domestic Resurgence Portfolio follows a multi-layered filtration and investment strategy, grounded in robust research and psychographic optimization:

1. Universe Selection: Begins with the top 500 Indian companies by market cap.
2. Governance and Quality Filters: Companies are shortlisted based on management integrity, vision, execution, and capital allocation track record.
3. Domestic Focus: Filters companies with less than 20% export contribution, ensuring core exposure to India’s domestic growth.
4. Fundamental Strength: Chooses businesses with RoCE >25% and earnings growth >15%.
5. Final Portfolio: 20–30 stocks selected based on valuation comfort, competitive advantage, and alignment with India’s growth drivers like:
   • o Rising per capita income
   • o Urbanization and premiumization
   • o Increasing consumption and tax-led benefits

ASK enforces disciplined risk controls:

• Individual stock cap of 10%
• Sector cap at 25% or 10% above index weight
• Consistent buy-sell framework with integrated risk review

This strategy is ideal for HNIs seeking exposure to India’s consumption-driven growth with high return potential and prudent risk controls.