GoalFi Wealth Waves

✔ Stock selection is focused on financial sector-driven industries, with exposure to:<ul><li>Asset Management Companies (AMCs)</li><li>Wealth Management Firms</li><li>NBFCs &amp; Fintech Lenders</li><li>Capital Market Participants (Exchanges, Brokers, Depositories)</li><li>Home Finance &amp; Mortgage Lenders</li></ul>

✔ Selection is based on thematic growth potential and strong business fundamentals.✔ Companies are assessed for:<ul><li>Market leadership and competitive positioning in financial services.</li><li>Revenue and earnings growth potential in a sector poised for long-term expansion.</li><li>Balance sheet strength, low leverage, and consistent cash flow generation.</li></ul>

✔ Only companies with strong financial health, sustainable competitive advantages, and long-term growth drivers are included.✔ Excludes highly volatile, speculative, or distressed financial firms.

✔ Reviewed quarterly, rebalanced on a need basis to maintain sector alignment.✔ No shift to defensive assets like LiquidBeES or GoldBeES, ensuring full exposure to financial sector growth.

This smallcase will be rebalanced on an as-needed basis

GoalFi India Wealth & Financial Growth Theme

A thematic strategy inspired by India's wealth growth story. Earlier known as GoalFi Wealth Waves.

GoalFi India Wealth & Financial Growth Theme

Overview

Stocks & Weights

At a Glance

Holdings Distribution