Invest in research-backend equity portfolios delivering superior risk-adjusted returns
since 2009 absolutely, relatively & consistenly.
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.
Designed to retain the flexibility of direct ownership for Wealth Creation
Provides the discipline, professional competency, and long term approach similar to that of a Mutual Fund/PMS
Empowers the individual investor with the power of Award-Winning, Multi-Asset, Multi-Strategy 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 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, Andheri Kurla 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, Compliance Officer
Details (In Research) : Rana Debnath, Contact No. 022 6270 1200, Email id email@example.com. AMFI - ARN 3087,
NARNOLIA INVESTMENT ADVISORS PRIVATE LTD. is a SEBI Registered Investment Advisor, SEBI Registration No.INA300005439,
Validity: Permanent, Type : Non-Individual and BASL Membership no. 1020, ROC CIN- U67120WB2007PTC259515, Registered
office: Marble Arch, 236B AJC Bose Road, 2nd Floor, Room No. 201, Kolkata - 700020, Corporate Office: 803, A Wing,
Kanakia Wall Street, Chakala, Andheri East, Mumbai - 400093, Maharashtra, Principal Officer : Sanjeev Damani, Contact
No. 022 6270 1200, Email Id : firstname.lastname@example.org. Compliance Officer:
Anchal Narnolia, Contact No. 022 6270 1200, Email Id : email@example.com
Investment in Securities Market is subject to Market risks, read all the related documents carefully before investing.
Past performance may not be indicative of future results and no promise or guarantee can be given for the same.
Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the
intermediary or provide any assurance of returns to investors. Performance related information is not verified by
SEBI. For grievances kindly mail us at firstname.lastname@example.org or call us at 022-6270 1200. SEBI Regional office address:
16 Camac Street, L&T Chambers 3rd Floor, Kolkata - 700 017
NARNOLIA SECURITIES LIMITED; PFRDA- NPS POP 27092018; ROC-CIN- U67120WB1997PLC096496|
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.Grievance Officer: Rana Debnath, Contact No. 022-6270 1200, Email ID: firstname.lastname@example.org,
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
Online Dispute Resolution Portal can be accessed via the following link - https://smartodr.in/login
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