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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 24.4 NS 5Tx5T22

CAGR since 2013 As on November 2022

17.6  Nifty Mid & Small 40014.1 NIFTY 500
NS Industy Leaders 19.2 NS Multi Cap 18.5

CAGR since 2009 As on November 2022

10.7  Nifty 100 10.8 Nifty 500

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 Nil NA
May Nil Nil
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

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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