The portfolio will predominantly invest in companies which stand to gain from the rising prosperity of Rural India and urbanization of India. The government focus on urbanization, improving infrastructure, promoting agriculture and focus on increasing rural incomes, creating jobs and building rural infrastructure will help in the overall development of rural India thus leading to faster growth and bringing urbanization. The portfolio manager will invest in companies which benefit from this structural migration and change in spending / consumption pattern across India. The portfolio shall follow a bottom up stock selection approach, using our proprietary investment process and aims to invest across market capitalization & sector. The portfolio would generally comprise of 10 – 25 stocks.