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
Investment Advisory Portfolios are designed to retain the flexibility of direct
ownership for 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.
Portfolio of various debt mutual funds for investors looking for stable returns
while taking very low risk.
ObjectiveReasonable Capital Appreciation while minimizing the risk
– Target Return of 7.5%annualized while maintaining positive returns on quarterly
basis. Fundamental attribute and macro thesis are assessed every month to ascertain
scheme / weightage reshuffle
Strategy The portfolio recommends investing primarily into low volatility
mutual funds. Tactical allocation is suggested towards mid volatility schemes to
ensure capital appreciation
Benefit from diversification by investing in multiple asset classes - debt, equity,
gold & InViTs (Infrastructure Investment Trust) with weightages which are adjusted
regularly according to the macroeconomic conditions.
ObjectiveCapital Appreciation over long term by investing into different
asset classes – Target Return of 11% CAGR over long tenure of investing
Strategy The portfolio invests judiciously into different asset classes-
Low duration fixed income, Long duration FI, Equity-large, Equity- Mid, Gold and
infra and real estate
A portfolio investing in equity mutual funds for steady long term capital appreciation.
Also employs ETFs for smart timing
ObjectiveLong term capital appreciation by steady as well as tactical
investing in equity mutual funds. Target returns CAGR of 15% over long term preferable
over 5 years.
Strategy The portfolio recommends investing in tactical and thematic
schemes alongside multi-cycle stable schemes. The aggressive approach also employs
ETFs for smart timing
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. Our objective
is to maximize returns per unit of risk for the investor. We use our extensive in-
house data framework & infrastructure built over the past decade for both domestic
and international securities to support our research process.
Over two decades of focused research on 1600+ stocks and 2000+ MF schemes has led
to the generation of 283% of absolute returns in the last 5 years, with over 10000
Cr. Assets under Custody, Advisory & Management (AUCAM). We have been recognized
as the ‘Most Consistent Portfolio Manager of the Country in 2018 & 2019 consecutively’
by BSE Teflas’
Narnolia PMS is meant to be a part of an investor’s core, buy- and- hold, portfolio
as it aims to capitalize on the wealth- creation opportunity in the indian economy
through equity investing. It provides investors an unique opportunity to diversify
their investments by investing in 4 different equity strategies all through a single
Investment Advisory Portfolios (IAP - Equity & Mutual
Funds)Investment 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
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, Multi- Manager and
Multi Broker’ B2B Wealth Management Ecosystem.
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;
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
NARNOLIA INVESTMENT ADVISORS PRIVATE LTD. is a SEBI Registered Investment Advisor,
No. INA300005439 valid till 24.08.2021, 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 19.03.2021);
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 email@example.com or WhatsApp
us at +916204800291. For grievances, mail us at
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