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Investment Advisory Portfolios (IAP)

Investment Solutions

What are Investment Advisory Portfolios?

Investment Advisory 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. It provieds the discipline professional competency, and long term approach

Why Narnolia IAP?

1

Investment Advisory Portfolios are designed to retain the flexibility of direct ownership for wealth creation.

2

Provides the discipline, professional competency, and long term approach.

3

Investment Advisory Portfolios empowers the individual investor with the power of award-winning institutional-grade research.

4 Performance by Design & not by chance
Small Cap 27.1% New India 23.4%

CAGR Since 2013 As on February 2021

12.4%  Nifty Small 10013.5% NIFTY 500
Industy Leaders 21.7% Multi Cap 19.7%

CAGR Since 2009 As on February 2021

12.6%  Nifty 100 12.9% Nifty 500
  • More transparent than mutual fundsStocks reflect in your demat account, no inter scheme holding manipulation
  • Invest at prevailing market price In mutual funds the investor get day-end or next day NAV
  • Other BenefitsWider choice of investment, no exit load etc.
Portfolio Snapshot

Grow with the leaders of today by investing in a portfolio consisting of the top 3 players of their respective industries.

ObjectiveLong term capital appreciation by investing in companies that are the top-3 players of their respective industries.

Strategy ‘Industry Leaders Theme’ identifies companies that are the leaders of their respective industries & are also showing ‘growth in value’ characteristics with expected higher return ratio.

Top Up Amt.Rs 50,000
BenchmarkNifty 100
Time HorizonMin. 3 years
No. of Stocks12-18
Launch Date 1st October 2009
CategoryEquity Concentrated
Return Profile vis a vis Benchmark
1 year 3 years 5 years Since Inception (1st oct. 2009)
Industry leaders Portfolio 67.5 10.8 17.7 19.6
Nifty 100 69.6 12.2 13.6 10.0
Please Note data as on March 2021, the 1 yr is ABSOLUTE returns 3yr/ 5 yr/SI Figures are CAGR returns

Complaint Dashboard - Investment Advisory Number of complaint for the Year 2021

Month At the beginning of the month Received during the month Resolved during the month Pending at the end of the month Reasons for the pendency
February Nil Nil Nil Nil NA
March Nil Nil Nil Nil NA
April Nil Nil Nil

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Narnolia Research Directory
IPO
KYC is a one-time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. | Investors don’t need to issue cheques while subscribing to IPOs. Just write your bank account number and sign the application form to authorise your bank to make a payment on your behalf in case of allotment. You don’t have to worry about refunds as the money remains in the investor's account. | It has been brought to the notice of SEBI by Central Economic Intelligence Bureau, Department of Revenue, GOI, that certain fraudsters are collecting data of customers who are already into trading either in NSE / BSE and send them bulk messages on the pretext of providing investment tips and luring them to invest with them in their bogus firms by promising huge profits. Hence, the investors are requested to take note of the above and exercise caution and due care. | Process for filing complaints on the SEBI SCORES website: a. Register on SEBI SCORES | b. Mandatory details for filing complaints on SCORES | Name, PAN, Address, Mobile Number, Email ID | c. Benefits: i. Effective Communication ii. Speedy redressal of the grievances

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.-033-40501500; Corporate Office: A-703 & 803, 1 Kanakia Wall Street, 8th Floor, AndheriKurla Road , Chakala, Andheri East, Mumbai - 1st Floor, Building No. 27, Road No. 17, Midc, Marol, Andheri East, Mumbai – 400093; Phone No.: +91 22 62701200; Website: www.narnolia.com Registration No. (NSE/BSE/MSEI): INZ000166737; IN-DP-380-2018 (NSDL/CDSL); SEBI MERCHANT BANKING - INM 000010791; PMS - INP000006420, RESEARCH ANALYST - INH 300006500, AMFI - ARN 3087, ROC-CIN: U51909WB1995PLC072876 Read More

In case of any queries related to your investments, you can get in touch with us at narnoliacare@narnolia.com or WhatsApp us at +916204800291. For grievances, mail us at ig@narnolia.com, compliance@narnolia.com.

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