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Narnolia

Investment Advisory Portfolios (IAP)

What are Investment Advisory Portfolios?

Investment Advisory Portfolios are research-backed advisory baskets that aim to deliver 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

CONSERVATIVE FIXED INCOME
Portfolio Snapshot

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

Top Up Amt.Rs 50,000
Time HorizonMin. 1Year
No. of Schemes 4-6
CategoryMutual Fund Concentrated

Portfolio Sector Allocation

  • Debt Funds with duration less than 1 Year
  • Floating Rate Fund
  • Debt Funds with duration 3-7 years
  • Credit Risk Fund
Portfolio Snapshot

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

Top Up Amt.Rs. 50,000
Time HorizonMin. 3 Years
No. of Schemes 5-7
CategoryMutual Fund Concentrated

Portfolio Sector Allocation

  • Debt Funds with duration less than 1 Year
  • Equity MF Schemes
  • ETF ( Gold )
  • ETF ( NIFTY )
Portfolio Snapshot

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

Top Up Amt. 50,000
Time HorizonMin. 5 Years
No. of Schemes 4-6
CategoryMutual Fund Concentrated

Portfolio Sector Allocation

  • Large Cap
  • Mid cap
  • Multi/Flexi cap
  • small cap

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