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 provides
the discipline professional competency, and long term approach
NS Investment Advisory Portfolios are research-backed thematic baskets designed
to provide professional competency while retaining the flexibility of direct ownership
of Equity and Mutual funds for long-term wealth creation.
Provides the discipline, professional competency, and long term approach.
Investment Advisory Portfolios empowers the individual investor with the power of
award-winning institutional-grade research.
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.
Portfolio that invests in good quality and growing small cap companies for long
term wealth creation.
Objective Long term capital growth by investing in smaller but growing
companies of India
Strategy Identifying & actively investing in companies with improving
fundamentals in the Small Cap Investment Universe. Tactical weight allocation under
the sub-classes to get positive returns while managing the risk.
India’s oldest running Investment advisory portfolio that invests in a diversified
set of shares usingthe ‘growth in value’ philosophy
Objective To participate in the India growth story through investing
in the Indian equity markets by building a diversified portfolio across various
sectors & caps.
Strategy This Portfolio prefers stocks which fall under the ‘Growth
in Value’ theme & passes through the ‘360-degree Deductive Reasoning Framework.
This portfolio provides a unique opportunity to investors to participate in selective
themes that are most likely to form India’s Next Growth Engine as our country approaches
the $5 trillion Economy by GDP.
ObjectiveTo capitalize on the themes that are most likely to form a
part of India’s next growth engine.
StrategyThe portfolio will consist of 15-20 stocks to provide superior
risk-adjusted returns. 3-5 stocks from each of the chosen 4-6 Selected Themes. Maximum
Weight on any stock will be 10% while maintaining sector diversity.
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current month divided by total number of complaints resolved in the current month
*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.
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.
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.
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
Research has developed 69 objective indices including the world- famous and widely
tracked 'All shares index (ASI)
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
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
NARNOLIA INVESTMENT ADVISORS PRIVATE LTD. is a SEBI Registered Investment Advisor,
SEBI Registration No. INA300005439, ROC CIN - U67120JH2007PTC012791.
| NARNOLIA INSURANCE BROKERS LTD. (FORMERLY MICROSEC INSURANCE BROKERS LTD.) – IRDAI
REGISTERED DIRECT INSURANCE BROKER (LIFE & NON-LIFE): LICENSE NO. 134 (VALID TILL
19.03.2024); ROC: CIN-U67200WB2002PLC095275 | NARNOLIA SECURITIES LIMITED; PFRDA-
NPS POP 27092018; ROC-CIN- U67120WB1997PLC096496| G RAJ & COMPANY CONSULTANTS LTD–
ROC-CIN- U74140WB1989PLC046633| NARNOLIA CAPITAL ADVISORS PRIVATE LIMITED– RBI-
NBFC B.05.02568, ROC-CIN- U65993WB1991PTC053089|
In case of any queries related to your investments, you can get in touch with us
at firstname.lastname@example.org or WhatsApp
us at +916204800291. For grievances, mail us at
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.
SEBI INVESTOR CHARTER ANNEXURE - A
SEBI INVESTOR CHARTER ANNEXURE - B
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