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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
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
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
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
Download 'Narnolia App'
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