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NARNOLIA LAUNCHED IT'S FIRST MODEL PORTFOLIO IN 2009
Model Portfolios are investment products that help you invest in a diversified & long-term portfolio. These are thematic investment baskets grouped together to provide an expected return with a corresponding degree of risk.
Model Portfolios are designed to retain the flexibility of direct ownership for wealth creation.
Provides the discipline, professional competency, and long term approach similar to that of a mutual fund.
Model portfolios empowers the individual investor with the power of award-winning institutional-grade research.
Stocks reflect in your demat account, no inter scheme holding manipulation
In mutual funds the investor get day-end or next day NAV
Wider choice of investment, loan against shares, no exit load etc.
Pay when you find it beneficial to transact
save up to 1.5% p.a. resulting in over 50% return in SIP over 30 years
Right selection of scheme can improve ROI by 5%
Fixed income, equity, multi-asset etc.
India’s oldest running model portfolio that invests in a diversified set of shares using the ‘growth in value’ philosophy.
Invest in a portfolio of winners that have contributed considerably towards a‘New India’ based on value migration theme.
Grow with the leaders of today by investing in a portfolio consistingof the top 3 players of their respective industries.
Portfolio that invests in good quality and growing small cap companies for long term wealth creation.
STRATEGYIndia 3T fund portfolio prefers a stock which is Growth in Value and passes through 360 degree Deductive Reasoning Framework
STRATEGYValue Migration theme prefers a stock which is Next – Gen opportunity. The stock has Growth in Value characteristic and passes the 360 degree Deductive Reasoning Framework
STRATEGYIndustry Leaders Theme identifies companies that are leaders of their respective industry and are showing growth in value characteristics with expected higher return ratio
STRATEGYActive investing in Small Cap investment universe by identifying companies with improving fundamentals. Tactical weight allocation under the sub-classes to achieve positive return along with managing the risk.
STRATEGYThe advisory suggests investing in established strong franchisee as well as improving and growing companies. Tactical weight allocation is made to ensure risk control.
Portfolio of various debt mutual funds for investors looking for stable returns while taking very low risk.
Benefit from diversification by investing in multiple asset classes – debt, equity, gold and InViTs (Infrastructure Investment Trust) with weightages which are adjusted regularlyaccording to the macro-economic conditions.
STRATEGYThe portfolio recommends investing primarily into low volatility mutual funds. Tactical allocation is suggested towards mid volatility schemes to ensure capital appreciation.
STRATEGYThe portfolio invests judiciously into different asset classes- Low duration fixed income, Long duration FI, Equity-large, Equity- Mid, Gold and infra and real estate.
STRATEGYThe portfolio dynamically changes allocation to different debt & equity MF schemes using top down macro research view while schemes selection is done using fundamental research. Equity allocation range: 70%-30%
STRATEGYThe portfolio recommends investing into equity funds. The model provides diversified allocation towards different equity funds to provide stability. Schemes with better risk adjusted return over multiple time frame is favored.
STRATEGYThe portfolio recommends investing in tactical and thematic schemes alongside multi-cycle stable schemes. The aggressive approach also employs ETFs for smart timing.
STRATEGYThe portfolio adds select absolute alpha stocks to equity MF schemes to generate higher return. Direct equity exposure could be up to 50%.
Now you can subscribe to our Model portfolios through our Mobile App
To open an account, call: 1800 103 7212
Or visit our website: www.narnolia.com
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