# Rajesh Kothari, Founder of ALF Accurate Advisors, believes the answer lies in a disciplined and structured approach to stock selection.

*fintech · news · 2026-04-17 · The Economic Times*

## Key points

- Rajesh Kothari's 3M framework filters for Market Size, Market Share, and Margin of Safety.
- Founders invest their own capital alongside clients, increasing direct accountability and decision agility.
- Nearly half the portfolio consists of companies with zero net debt to enhance downside protection.
- Key portfolio sectors for FY26 growth are auto, chemical, capital goods, and consumer, with banks in FY27.
- AAAIOP mandates at least 40% large-cap exposure, dynamically adjusting allocations based on growth and valuations.

**Companies:** SBI, Axis Bank, HDFC Bank, Infosys, Wipro, NTPC
**Countries:** India

[Read the full story on The Economic Times](https://economictimes.indiatimes.com/markets/expert-view/etmarkets-aif-talk-3m-framework-helps-us-identify-sustainable-compounders-rajesh-kothari/articleshow/130324502.cms)

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