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.
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 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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