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Investment Advisory Portfolios (IAP)

What are Investment Advisory Portfolios?

Investment Advisory Portfolios are research-backed advisory baskets that aim to deliver superior risk-adjusted returns absolutely, relatively & consistently. IAP investing provides investors an unique opportunity for active professional investment advisory required for long-term wealth-creation while allowing the flexibility to decide to take action on the advisory or not as well as direct ownership of stocks.

Why Narnolia IAP?

1

Designed to retain the flexibility of direct ownership for Wealth Creation

2

Provides the discipline, professional competency, and long term approach similar to that of a Mutual Fund/PMS

3

Empowers the individual investor with the power of Award-Winning, Multi-Asset, Multi-Strategy Research

4 Performance by Design, Not by Chance
NS Mid & Small Cap 25.7% NS 5Tx5T22.5%

CAGR Since 2013 As on April 2022

18.0%  Nifty Mid & Small 40014.1% NIFTY 500
NS Industy Leaders 19.4% NS Multi Cap 18.9%

CAGR Since 2009 As on April 2022

10.5%  Nifty 100 10.7% 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.

Complaint Dashboard - Investment Advisory

Data for the month ending - April 2022
Complaints Received From Pending at the end of last month Received Resolved* Total Pending# Pending > 3 Months Avg. Resolution Time ^ (in days)
Directly from Investors Nil Nil NA NA NA NA
SEBI (SCORES) Nil Nil NA NA NA NA
Other Source (if any) Nil Nil NA NA NA NA
Grand Total Nil Nil NA NA NA NA

^Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month

Trend of monthly disposal of complaints

Month Carried forward from previous month Received Resolved* Pending#
Apr-22 Nil Nil NA NA
Mar-22 Nil Nil NA NA
Feb-22 Nil Nil NA NA
Jan-22 Nil Nil NA NA
Dec-21 Nil Nil NA NA
Nov-21 Nil Nil NA NA
Oct-21 Nil Nil NA NA
Sep-21 Nil Nil NA NA
Aug-21 Nil Nil NA NA
Jul-21 Nil Nil NA NA
May-21 Nil Nil NA NA
Apr-21 Nil Nil NA NA
Grand Total Nil Nil NA NA

*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.

Trend of Annual Disposal of Complaints

Month Carried forward from previous Year Received Resolved* Pending#
2022-23 Nil Nil NA NA
2021-22 Nil Nil NA NA
2020-21 Nil Nil NA NA
2019-20 Nil Nil NA NA
2018-19 Nil Nil NA NA
Grand Total Nil Nil NA NA
Narnolia Research Directory
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
About Narnolia

Narnolia, an investment management and advisory firm, was founded in 1997 by Krishna Narnolia & Shailendra Kumar. At Narnolia, we focus on improving the health of your wealth. We have created one of the best data-driven buy-side research teams in the country, with capabilities spread across asset classes and investment strategies. Not only do we focus on returns, we also focus on the quality of returns with the objective to maximize returns per unit of risk for the investor.

Investment Solutions

Portfolio Management Services (PMS) Narnolia PMS is meant to be a part of an investor's core buy-and-hold portfolio. It aims to capitalize on the wealth-creation opportunity in the indian economy by providing our investors an unique opportunity to diversify their investments by participating in 4 different equity strategies all through a single account based on their needs & risk-profile.

Investment Advisory Portfolios (IAP - Equity & Mutual Funds)Research-backed thematic baskets of stocks or mutual funds grouped together to achieve long-term growth with an expected return & a corresponding degree of risk.

Mutual Funds Research & AdvisoryInvestment Advisory Portfolios are thematic baskets grouped together to provide an expected return with a corresponding degree of risk. It provides discipline, professional competency, & a long- term approach

Index ManagementNarnolia Research has developed 69 objective indices including the world- famous and widely tracked 'All shares index (ASI)

Partner Solutions

We believe in collaboration with healthy competition, co- opetition, for the benefit of our customers. Let's use each other's strengths, create the right environment for our investors and grow together

B2B Investment Platform: Alphanest

Alphanest is a 'Customer Centric Multi- Asset, Multi- Strategy and Multi Broker' B2B Wealth Management Ecosystem.

Narnolia Financial Services Ltd (Formerly Narnolia Financial Advisors 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- 803, 1 Kanakia Wall Street, 8th Floor, AndheriKurla Road , Chakala, Andheri East, Mumbai-40093; Phone No.: +91 22 62701200; Website: www.narnolia.com 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.

Investors may submit their online complaints on the official SEBI Scores website by clicking here. With regards to physical complaints to the Office of Investor Assistance & Education, Securities & Exchange Board of India, SEBI Bhavan, Plot No C4 A 'G' Block, Bandra-Kurla Complex, Bandra (E), Mumbai - 400 051.

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