Narnolia

Narnolia

Toll Free No: 1800-103-7212

join india growth story with the most consistent portfolio manager

of the country

awarded by bse tefla's 2018 & 2019

NARNOLIA INDIA 3T PMS FUND LAUNCHED IN MARCH 2012

INDIA 3T 14%

CAGR Since 2012As on March 2020

6.5% S&P BSE 500

Why India 3T - PMS Stratergy?

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.

Objective

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.

Performance by Design Not by Chance

Current value(Crores)
Cagr%
All above data as on March 2020. Kindly get in touch with your RM for the latest performance data.
Identified 30 multibaggers in 30 quarters and recognized as the Most Consistent Portfolio Manager of the Country because of its performance measured in terms of risk adjusted return.
INTERESTED ?Get an email to know more

4 Pillars of Investment Framework

1
Principle Of Growth In Value

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 more valuable.

2
360° Deductive Reasoning Framework

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

3
Seeking Linear Consistent Growth

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

4
Risk Manager’s Mindset

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.

About The Fund Managers

Mr. Shailendra Kumar Mr. Shailendra Kumar

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 Ms. Vineeta Sharma

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.: 033-40541700

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