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NARNOLIA INDIA 3T PMS FUND LAUNCHED IN MARCH 2012
Narnolia India 3T portfolio is meant to be a core buy and hold portfolio for investors
who aim to capitalize the wealth creation opportunity in the Indian economy. India
3T Portfolio comprises of flexible and judicious mix of large, mid and small cap
companies to have the right kind of stability to sail through tough times as well
as has the right force to outperform in the long term.
The key objective of the India 3T Strategy is to outperform S&P BSE 500 (the strategy’s
benchmark) while tracking it on a sustainable risk adjusted basis. This is done
by managing the beta of the portfolio to S&P BSE 500 while adding alpha opportunistically
based on a rigorous bottom up proprietary model. The portfolio construction is optimized
to hit singles and doubles as opposed to fours and sixes. This makes it very resilient
especially in bearish and sideways markets by minimizing the negative effects of
de-leveraging in such environments.
Among various proven philosophies of investing, our chosen style is ‘Growth in Value’.
Here the word value is derived from the word valuable i.e. factors that make a company
Insist on knowing why & how a company makes its revenue both from a broad picture
basis understanding the addressable market & dynamics as well as the microscopic
financials-valuation level perspective
Prefer companies where improvement happens linearly in small steps over a relatively
longer period of time as these companies’ valuation multiple expands alongwith earnings
& then does not contract in a hurry
Portfolio has a pre-determined risk return expectation framework which enables taking
active risk keeping in mind economic exposures, liquidity risk and stock- sector
– cap- theme weightages.
Mr. Shailendra Kumar is the Chief Investment Officer at Narnolia having over 24
years of experience in research and fund management. Under his leadership, Narnolia
has developed wide spectrum of category leading onshore and offshore investment
products ranging from both capital protection to growth oriented funds. Under Mr.
Kumar, Narnolia Financial has received numerous awards including ‘Most Consistent
Portfolio Manager’. Mr Kumar holds post-graduate degrees from IIT, Delhi.
Ms Vineeta Sharma is the Head of Research at Narnolia Financial Advisors Limited.
Vineeta has been in Equity research and investment industry for more than 13 Years.
Over the years she has evolved her distinct style of growth stock investing which
includes a proprietary process of fundamental analysis based on detailed financial
modeling and bottom up analysis of the company’s financial and operating environment.
She is a qualified Chartered Accountant and holds Bachelor of Commerce (Hons.) degree
from Delhi University, India.
To open an account, call: 1800 103 7212
Or visit our website: www.narnolia.com
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NARNOLIA FINANCIAL ADVISORS LTD (FORMERLY MICROSEC CAPITAL LTD.); REGISTERED OFFICE
ADDRESS: MARBLE ARCH, 2ND FLOOR, OFFICE 201, 236B, A J C BOSE ROAD, KOLKATA- 700020;
PHONE NO.-022-6839-1234/35; WEBSITE ;WWW.NARNOLIA.COM. CORRESPONDENCE OFFICE: ARCH
WATERFRONT, 5TH FLOOR, BLOCK GP, SALT LAKE, SECTOR 5, KOLKATA-700091; PHONE NO.:
REGISTRATION NUMBERS (NSE/BSE/MSEI): INZ000166737; IN-DP-380-2018 (NSDL/CDSL); SEBI:
MERCHANT BANKING- INM 000010791; PMS- INP000002304, RESEARCH ANALYST- INH 300006500,
AMFI- ARN 3087, ROC-CINU51909WB1995PLC072876| NARNOLIA COMMERZE LTD.(FORMERLY MICROSEC
COMMERZE LTD.) - SEBI- INZ000051636, MCX- 28025, NCDEX- 00089, ROC-CIN- U74140WB1994PLC066386
| NARNOLIA INSURANCE BROKERS LTD. (FORMERLY MICROSEC INSURANCE BROKERS LTD.) – IRDA
REGISTERED DIRECT INSURANCE BROKER (LIFE & NON-LIFE): LICENSE NO. 134 (VALID TILL
19.03.2021); ROC: CIN-U67200WB2002PLC095275 | NARNOLIA SECURITIES LIMITED – AMFI:
ARN-20558; PFRDA- NPS POP 27092018; ROC-CIN- U67120WB1997PLC096496| G RAJ & COMPANY
CONSULTANTS LTD– BSE/MSEI: INZ 260010731; NSDL DP-IN-DP-NSDL-371-2014, ROC-CIN-
U74140WB1989PLC046633| NARNOLIA CAPITAL ADVISORS PRIVATE LIMITED– RBI- NBFC B.05.02568,
ROC-CIN- U65993WB1991PTC053089| EASTWIND CAPITAL ADVISORS PRIVATE LIMITED–SEBI INVESTMENT
ADVISOR- INA300005439, ROC: CIN- U67120JH2007PTC012791| NARNOLIA COMMODITIES BROKERS
PRIVATE LIMITED–ROC-CIN-U74999WB2011PTC165528| NARNOLIA KNOWLEDGE TRAINING CENTRE
PRIVATE LIMITED–ROC: CIN- U65999WB2003PTC097104| NARNOLIA VELOX ADVISORY LTD. –
SEBI:- PMS: .INP000005109; ROC: CIN- U74999WB2012PLC175826