11/30/24, 12:29 PM MC Pro Affluent India Portfolio: Build long-term wealth, riding on a growing, aspirational India

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Economy (https://www.moneycontrol.com/news/business/economy/) Companies (https://www.moneycontrol.com/news/business/companies) Trends (https://www.moneycontrol.com/news/trends/)
India Portfolio: 13 stocks to build long-term wealth, riding on the premiumisation trend
IPO (https://www.moneycontrol.com/news/business/ipo/) Opinion (https://www.moneycontrol.com/news/opinion/) EV Special (https://www.moneycontrol.com/news/evs-electric-vehicles)
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MC Pro Affluent India Portfolio: 13 stocks to build WATC

long-term wealth, riding on the premiumisation
trend
com/news/business/pro-
webinar-on-

Premiumisation has proved to be a sustainable theme for companies. Here are 13 hand-
ositional-
Pro Masters
hts-with-
41.html)

webinar on
picked stocks to capitalise on this shift in consumption, presented in a new avatar
Asset Alloc
Chi
MONEYCONTROL RESEARCH
(https://www
(HTTPS://WWW.MONEYCONTROL.COM/AUTHOR/MONEYCONTROL-
RESEARCH-7517/) masters-v
NOVEMBER 27, 2024 / 15:08 IST (https://www.whatsapp.com/channel/0029Va2JvT3LtOj3x6oZcO1D) (https://news.google.com/publications/CAAqBwgKMJWw
hl=en-IN&gl=IN&ceid=IN%3Aen)

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many worries
ahead of MPC
Nov 29, 2024 / 03:
In this Novembe
Moneycontrol Pr
to AI to regains i
dominance is un
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PRO-PANORAMA-
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PRO W
Moneycontrol
There's much
dark clouds ga
Oct 26, 2024 / 10:0
The Indian mark
needed correctio
The MC Pro Affluent India portfolio is meant for investors with a slightly longer time horizon of three to four years for do? Our MC Pro D
the theme to play out fully the answer
READ NOW
You can gift this story to any non-subscriber (HTTPS://WWW.M
PRO-WEEKENDER
MC Pro has delighted subscribers with several portfolios launched over the years, that have successfully CELEBRATE-EVEN
GATHER-1285100
outperformed market benchmarks. Here is our latest addition to the stable, Affluent India Portfolio, a
thematic portfolio. What’s more, it’s being launched in a new avatar under MC Pro Alpha Folios, a new
offering for subscribers that will elevate how subscribers interact with portfolios to a different level.
INTER

https://www.moneycontrol.com/news/business/stocks/mc-pro-affluent-india-portfolio-build-long-term-wealth-riding-on-a-growing… 1/5
11/30/24, 12:29 PM MC Pro Affluent India Portfolio: Build long-term wealth, riding on a growing, aspirational India

But(https://www.moneycontrol.com/)
first, let’s take a look atMarkets
MC Pro’s Affluent India Portfolio, a hand-picked
(https://www.moneycontrol.com/stocksmarketsindia/) basket of stocks designed to
News (https://www.moneycontrol.com/news/)

ride a multi-year
Assembly theme of Indian consumers’ growing preference
Elections (https://www.moneycontrol.com/elections/assembly-election/) for premium products. India’s rising
Tech (https://www.moneycontrol.com/news/technology-startups) India (https://www.moneycontrol.com/new

economic heft is seeing a growing class of consumers with rising

Portfolio (https://www.moneycontrol.com/india/bestportfoliomanager/investment-tool) Watchlistaspirations, seeking out premium
(https://www.moneycontrol.com/watchlist) products,
Commodities (https://www.moneycontrol.com/c

with their demand graph soaring way above market growth.

Mutual Funds (https://www.moneycontrol.com/mutualfundindia/) Personal Finance (https://www.moneycontrol.com/personal-finance/)
com/news/opinion/watch-
onsistent-
Forum (https://mmb.moneycontrol.com/)
sode-3-
Moneyc
PRO (https://www.moneycontrol.com/pro-top-stories)
Videos (https://www.moneycontrol.com/video-shows/) Invest Now
Our Research Team believes that the premium segment will continue to grow on a durable basis as the Consistent C
Episode 2
nation transitions towards becoming a middle-income country.
Business (https://www.moneycontrol.com/news/business/) Markets (https://www.moneycontrol.com/news/business/markets/) Stocks (https://www.moneycontrol.com/news/business/stocks/)
Thakkar
Economy (https://www.moneycontrol.com/news/business/economy/) Companies (https://www.moneycontrol.com/news/business/companies) Trends (https://www.moneycontrol.com/news/trends/)
of P
(https://www
The MC Pro Affluent India portfolio isOpinion
IPO (https://www.moneycontrol.com/news/business/ipo/) built(https://www.moneycontrol.com/news/opinion/)
to capitalize on the premiumization EV Specialtheme. It has 13 stocks with
(https://www.moneycontrol.com/news/evs-electric-vehicles)
pros t
varying individual weights from various sectors. It also has a 14 percent cash allocation to be deployed on
addition of new ideas and/or tweaking weights of existing stocks.

The portfolio is meant for investors with a slightly longer time horizon of three to four years for the theme
to play out fully. As part of MC Pro Alpha Folios, the Affluent India Portfolio will be managed dynamically --
the managers of this strategy will keep a close eye on the portfolio, review it periodically to add/delete
stocks or tweak weights for the portfolio to remain relevant with changing times and market conditions.

RELATED STORIES That is where the Alpha Folios section comes in as a

Q2 GDP growth constant companion, accessible only in MC Pro –which will
underwhelms, but the house equity portfolios tracked on a dynamic basis, with
economy has picked up
live prices (5-minute delay) for stocks and quantity
in the current quarter
calculations. Subscribers can customize the portfolio, by
(https://www.moneycontrol.com/news/opinion/q2- calculating quantities of each stock of the portfolio based
gdp-growth-underwhelms-but-the-economy- on live prices (5-min delay) according to the overall amount
has-picked-up-in-the-current-quarter- allocated to the strategy. They can check details of stocks
12879978.html) under each portfolio at their convenience. They can also
see how each portfolio is doing and compare the portfolio’s
The Reading List:
November 29, 2024
NAV performance with that of the benchmark.

The full list of stocks is being made visible only in the MC

Pro Alpha Folios section
(https://www.moneycontrol.com/news/opinion/the-(https://www.moneycontrol.com/pro-alpha-portfolio/).
reading-list-november-29-2024- (https://www.moneycontrol.com/pro-alpha-portfolio/)
12879768.html)
For our esteemed Pro subscribers, here are some of the
Business in the Week
stocks that found place in the Affluent India Portfolio:
Ahead (December 2- 6,
2024)
Cera Sanitaryware

(https://www.moneycontrol.com/news/business/business-
in-the-week-ahead-december-2-6-2024-
12879767.html)

(https://www.moneycontrol.com/india/stockpricequote/ceramicsgranite/cerasanitaryware/CS18)is a
well-known brand in the domestic sanitaryware and faucets market with a very strong retail market
presence, which contributes 60-65 percent to its topline. The company is taking several strategic initiatives
to amplify the market presence through the augmentation of manufacturing footprint, launch of premium
and high-end products (through the Senator and Luxe range) and deeper penetration into Tier-2 and Tier-3
cities.

https://www.moneycontrol.com/news/business/stocks/mc-pro-affluent-india-portfolio-build-long-term-wealth-riding-on-a-growing… 2/5
11/30/24, 12:29 PM MC Pro Affluent India Portfolio: Build long-term wealth, riding on a growing, aspirational India

Demand-supply dynamics Markets

(https://www.moneycontrol.com/) in the hotel industry continue to support higher
(https://www.moneycontrol.com/stocksmarketsindia/) occupancy and ARR (average
News (https://www.moneycontrol.com/news/)

room rate)
Assembly for(https://www.moneycontrol.com/elections/assembly-election/)
Elections the industry players. Foreign tourist arrivals (which is still below pre-COVID levels) are
Tech (https://www.moneycontrol.com/news/technology-startups) India (https://www.moneycontrol.com/new

expected to gain significant traction, benefiting premium players

Portfolio (https://www.moneycontrol.com/india/bestportfoliomanager/investment-tool) Watchlistlike EIH
(https://www.moneycontrol.com/watchlist) Commodities (https://www.moneycontrol.com/c

(https://www.moneycontrol.com/india/stockpricequote/hotels/eih/EIH). A strong balance sheet and

Mutual Funds (https://www.moneycontrol.com/mutualfundindia/) Personal Finance (https://www.moneycontrol.com/personal-finance/) Forum (https://mmb.moneycontrol.com/)
healthy cash flow generation would enable healthy room addition.
PRO (https://www.moneycontrol.com/pro-top-stories)
Videos (https://www.moneycontrol.com/video-shows/) Invest Now

Cello's (https://www.moneycontrol.com/india/stockpricequote/householdpersonal-
Business (https://www.moneycontrol.com/news/business/)
Markets (https://www.moneycontrol.com/news/business/markets/) Stocks (https://www.moneycontrol.com/news/business/stocks/)

Economy (https://www.moneycontrol.com/news/business/economy/) Companies (https://www.moneycontrol.com/news/business/companies) Trends (https://www.moneycontrol.com/news/trends/)

products/celloworld/CWL) long-term growth is supported by new products, capacity expansion in
IPO (https://www.moneycontrol.com/news/business/ipo/) Opinion (https://www.moneycontrol.com/news/opinion/) EV Special (https://www.moneycontrol.com/news/evs-electric-vehicles)
glassware and Opalware, and distribution network enhancement. The 20,000 MT glassware plant, set to
begin production in December 2024, aims to capture import market share. BIS regulations favor domestic
manufacturers like Cello, enhancing competitiveness against cheap imports. New products at the premium
end, growing preference for branded products and enhanced distribution reach remain key growth levers.

Saregama India
(https://www.moneycontrol.com/india/stockpricequote/mediaentertainment/saregamaindia/SI67),
India's oldest music label, holds a 19 percent market share with an extensive IP portfolio of over 160,000
songs, 70 films, and 45 digital series. The company is strategically transitioning from free to paid
subscriptions while investing Rs 10 billion in content acquisition over three years, targeting 25-30 percent
of new music releases. With diverse monetization strategies and a growing digital footprint, Saregama is
well placed in the evolving entertainment landscape. Growing willingness among consumers to pay for
content will benefit the company.

Senco Gold (https://www.moneycontrol.com/india/stockpricequote/diamondjewellery/sencogold/SG14)

is not only strengthening presence in its traditional market of East India but also entering new markets in
West and North. Recent foray into lab grown diamonds complements its positioning as a lightweight &

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11/30/24, 12:29 PM MC Pro Affluent India Portfolio: Build long-term wealth, riding on a growing, aspirational India

everyday wear jewellery retailer.

(https://www.moneycontrol.com/) Higher discretionary spending on jewellery
Markets (https://www.moneycontrol.com/stocksmarketsindia/) by consumers to be worn for
News (https://www.moneycontrol.com/news/)

various occasions
Assembly Elections augurs well for the stock. Introduction
(https://www.moneycontrol.com/elections/assembly-election/) of(https://www.moneycontrol.com/news/technology-startups)
Tech leather bags is the beginning of its portfolio India (https://www.moneycontrol.com/new

extension journey.
Portfolio (https://www.moneycontrol.com/india/bestportfoliomanager/investment-tool) Watchlist (https://www.moneycontrol.com/watchlist) Commodities (https://www.moneycontrol.com/c

Mutual Funds (https://www.moneycontrol.com/mutualfundindia/) Personal Finance (https://www.moneycontrol.com/personal-finance/) Forum (https://mmb.moneycontrol.com/)

InterGlobe Aviation
Videos (https://www.moneycontrol.com/video-shows/) Invest Now PRO (https://www.moneycontrol.com/pro-top-stories)
(https://www.moneycontrol.com/india/stockpricequote/transportlogistics/interglobeaviation/IA04),
operating under the IndiGo brand, is maintaining
Business (https://www.moneycontrol.com/news/business/)
its strength despite intense competition, thanks to growth
Markets (https://www.moneycontrol.com/news/business/markets/) Stocks (https://www.moneycontrol.com/news/business/stocks/)

inEconomy (https://www.moneycontrol.com/news/business/economy/) Companies (https://www.moneycontrol.com/news/business/companies) Trends (https://www.moneycontrol.com/news/trends/)

the aviation market as aspirational Indians steadily switch to air travel. A robust yield environment,
IPO (https://www.moneycontrol.com/news/business/ipo/) Opinion (https://www.moneycontrol.com/news/opinion/) EV Special (https://www.moneycontrol.com/news/evs-electric-vehicles)
supported by strong demand, is expected to offset the impact of rising oil prices. Key growth drivers include
increasing demand on international routes and the airline's strategic expansion into Tier-2 and Tier-3 cities.
Additionally, the introduction of fuel-efficient aircraft is poised to enhance IndiGo’s operational
profitability, further cementing its market position.
s://www.facebook.com/sharer/sharer.php?
tps://www.moneycontrol.com/news/business/stocks/mc-
Safari Industries (https://www.moneycontrol.com/india/stockpricequote/householdpersonal-
products/safariindustriesindia/SII01) has been steadily gaining market share from its two key competitors
ent-
in the organized market, thanks to its wide product range and strong distribution network, especially its
-
positioning in the E Commerce channel. The company’s foray into the premium range with ‘Urban Jungle’
olio-
and its new hard luggage facility will not only aid growth but should have a positive rub off on margins as
-
well.

-With in-house manufacturing capability, innovative designs and established relationships, Goldiam
th-
(https://www.moneycontrol.com/india/stockpricequote/diamond-cuttingjewelleryprecious-
g-
metals/goldiaminternational/GI10) is expected to sustain and improve its market share in the key US
market. Commencement of retail operations for LGD (lab grown diamond) jewellery in India from Q3FY25
is important as the company is amongst the early movers in this segment and the expansion is being largely
ing-
funded by internal accruals.
ational-
-
4570.html)

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MC%20Pro%20Affluent%20India%20Portfolio%3A%2013%20stocks%20to%20build%20long-
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11/30/24, 12:29 PM MC Pro Affluent India Portfolio: Build long-term wealth, riding on a growing, aspirational India

The(https://www.moneycontrol.com/)
business of 360 One Wealth, (https://www.moneycontrol.com/india/stockpricequote/finance-
Markets (https://www.moneycontrol.com/stocksmarketsindia/) News (https://www.moneycontrol.com/news/)
s://www.linkedin.com/sharing/share-
others/360onewam/IIFLW54277) the largest non-bankTech
Assembly Elections (https://www.moneycontrol.com/elections/assembly-election/) wealth management firm, is on a sustainedIndia
(https://www.moneycontrol.com/news/technology-startups) growth
(https://www.moneycontrol.com/new
e/?
path driven
Portfolio by rising millionaires seeking wealth advice. The
(https://www.moneycontrol.com/india/bestportfoliomanager/investment-tool) focus(https://www.moneycontrol.com/watchlist)
Watchlist on annual recurring revenueCommodities (ARR) has
(https://www.moneycontrol.com/c
ttps://www.moneycontrol.com/news/business/stocks/mc-
improved earnings visibility. The business transformation, well reflected in improved financial ratios and
Mutual Funds (https://www.moneycontrol.com/mutualfundindia/) Personal Finance (https://www.moneycontrol.com/personal-finance/) Forum (https://mmb.moneycontrol.com/)
reasonable valuation, make it a worthy addition to the portfolio.
ent-
Videos (https://www.moneycontrol.com/video-shows/) Invest Now PRO (https://www.moneycontrol.com/pro-top-stories)

-Business
This is(https://www.moneycontrol.com/news/business/)
a partial list of stocks. To see the full Affluent India portfolio, please head to the Alpha Folios section (
Markets (https://www.moneycontrol.com/news/business/markets/) Stocks (https://www.moneycontrol.com/news/business/stocks/)

olio-
Economy (https://www.moneycontrol.com/news/business/economy/)
https://www.moneycontrol.com/pro-alpha-portfolio Companies (https://www.moneycontrol.com/news/business/companies) Trends (https://www.moneycontrol.com/news/trends/)
(https://www.moneycontrol.com/pro-alpha-
-portfolio)).
IPO (https://www.moneycontrol.com/news/business/ipo/) Opinion (https://www.moneycontrol.com/news/opinion/) EV Special (https://www.moneycontrol.com/news/evs-electric-vehicles)
Note that specific weights have been allocated based on our research team’s assessment and
the portfolio should be used along with the weights mentioned for stocks to mimic the portfolio accurately.
-Apart from the Affluent India portfolio, we are also displaying the Diwali 2024 portfolio that was launched
th-
in October.
g-
Happy investing!

For more research articles, visit our Moneycontrol Research page (https://www.moneycontrol.com/equity-
ing-
research/).
ational-
- MONEYCONTROL RESEARCH
4570.html)
TAGS: #markets (https://www.moneycontrol.com/news/tags/markets.html) #Mc Analysis
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th,
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ent-
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th-
g-
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