Investment Strategy - Market Mavericks’ Investment Strategy uses a top-down fundamental

analysis approach. We began by evaluating global economies based on GDP growth rate, per

capita income, inflation, government debt and policies, FDI/FPI, and PMI. We shortlisted the

USA, India, and Taiwan due to their economic strength. After conducting Porter’s Five Forces

analysis, we selected the sectors: IT, Financials, Industrials, Communication, Healthcare, Energy,

and Consumer Staples. Our stock and ETF selection within sectors employed both qualitative and

quantitative approaches. Qualitative factors (Corporate Governance, Sentiment, Moat, Business

Model, Debt) produced a Quali-Score (0-1), while quantitative factors (GARUDA Approach-

Growth Rate, Asset Management (ROCE), ROE, Upward Potential (Profit Margin), Debt-Equity

Ratio, Average P/E) yielded a Quanti-Score (0-1). We then identified top stocks by comparing

Quali and Quanti scores. Aiming for 9% returns, we project achieving $63,000 by 2030 and

growing to $165,500 by 2040, meeting and exceeding Ladi’s financial goals.

The Maverickal Advantage - Diversification - Market Mavericks’ highly diversified, large-cap

portfolio mitigates risk and focuses on stable, blue-chip companies expected to outperform indexes

with a 9% annual yield target. Although returns may not be high in the short term, the portfolio is

designed for consistent, long-term gains. Additionally, a mid-cap ETF provides higher-risk

exposure with the potential for elevated returns.

Investments in Emerging Markets (India) - Investments in fast-growing economies, particularly

India with a 7% GDP growth rate, align with Ladi’s risk tolerance and target returns of 9% or

more, positioning the portfolio for robust long-term growth.