Portfolio Disclosure - Pledging for derivative margin

I would like to disclose my current portfolio holdings and explain about the benefits of pledging them.

1) Amara Raja Batteries
2) Auro Pharma
3) Berger Paints
4) Bharti Infratel
5) Emami
6) Indusind Bank
7) Kajaria Ceramic
8) Marico
9) Motherson Sumi
10) Sarla Performance Fibers
11) SKS MicroFinance

Points to consider for long term investing:

1) Pick the right sector
a) that can grow around 20% for next decade
b) that is less impacted by govt policies
c) that has more entry barriers
2) Pick the right stock
a) that is among the top players
b) that has given consistent results

Diversify the portfolio enough to have decent returns but in a manageable way.

I've invested 1.1L capital in the above 11 shares starting from 1-Sep-2015. Post that have requested Zerodha to pledge them to get margins for derivatives. Except for Sarlapoly, rest are eligible. I've got about 85% margin. Zerodha has two restrictions to pledge the shares.
1) Total pledge request should be around 50K
2) Value of single company should be more than 10K.

Zerodha charges INR60/company shares. I paid 60*10=600 for total pledge. Same charge for releasing them as well. Even after pledging, all corporate benefits will be given to shareholder like dividends, rights issue, bonus etc.

I pledged entire portfolio holding except Sarlapoly. Such margin can be used for buying and selling futures contracts & selling option contracts. CANT be used for buying options contracts or equity (cash) trades.

I'm using the margin generated for pledging, to sell NIFTY CE and PE about 400-500 points away from spot at start of expiry. If you can manage the strike price positions based on NIFTY movements, one can make easily 2-3% a month. Being conservative, 2% a month without compounding will result in 24%. Being more conservative, assume you don't make profit or loss for 2 months. So the returns will be 20% a year from option selling. This is in addition to the gains you will make in portfolio holding on its price appreciation over the year. Being conservative here as well, one can make around 15% a year in portfolio holdings be investing in right stocks. This gives a combined return of about 35% a year. I'm not going to exaggerate it by compounding the returns for 10 years as it depends on whether someone takes the profits out or increasing the position sizes as capital base grows.

Anyways, thought to share what I'm doing currently as it is giving good returns in last 3 months.

Please post your questions and I'll be glad to clarify them with the information I've.

Disclaimer: This thread is not a buy recommendation for any of the stocks mentioned here. I'm just disclosing my personal portfolio and the way I'm using them for margins to sell options. This is for informative purpose only and I'm not responsible for any loss or profit made by trading in any of these. Happy investing and trading.

Result Update:
1) SKS Micro - PAT doubled and loan growth is very good. Their performance is growing every quarter. It fell big due to AP crisis years back when there wasn't any regulator for MFI (Micro Finance Insitutions). But it has recovered good and diversified outside AP. Also it fell last Aug/Sep after hitting 52wk high as they fail to get small banking license. Many brokerages downgraded. But still SKS performed good and later all brokerages upgraded. Also MUDRA bank is providing credit at 10% interest enabling SKS to reduce their interest rate for the customer. They charge the lowest interest rate among all MFI in India. Conclusion - A must have in portfolio at this point in time (Disclaimer: I've this in my portfolio and my view could be biased. Please take informed decisions and I'm no way responsible for any profit/loss made. I'm just sharing my views on why I've these in my portfolio)
2) Kajaria - Market leader in Ceramic/Tiles sector. Posted good results with PAT going up by 27%. Good top line growth as well. This growth is above industry average and a wealth creator in long team. (Disclaimer: Same as above)
3) Infratel - PAT up 12% but I don't track the factors in this sector and I own just to diversify my portfolio and it is doing good as of now.