Mutual Funds Advisory

Narnolia Mutual Fund Advisory

Mutual funds investments provide a highly cost-efficient way to make the most of the opportunity provided by financial markets for wealth-creation. It was meant to ease equity investors’ dilemma of selecting the right stock from the available 5000 listed stocks but the main purpose has been defeated since there are more than 1600+ MF schemes to choose from. Right scheme selection and allocation strategy is essential for investors as the world of Mutual funds is wider than Indian equity markets and there is a huge variation in returns even within funds of the same category. A deep understanding of the economic landscape and return structure of various categories is required to get the best out of investments into various mutual fund schemes - Debt, Equity, and Hybrid.

Our Superior Research Framework

Mutual Funds Investment is a serious research subject at Narnolia. The award-winning team of Narnolia Research has formulated and refined its proprietary, differentiated, deep bottom-up research and methodologies over the last 2 decades. Our solid research framework has been designed to identify the future out-performers. Apart from employing usual quantitative techniques like most MF research teams in the world, Narnolia Research uses highly advanced strategies and a 7 step process to deliver simple solutions for our investors.

Our Top MF Research Recommendations

  • All
  • Large & Mid Cap funds
  • Large Cap Funds
  • Mid Cap Funds
  • Multi Cap / Flexi Cap Funds
  • Sectoral / Thematic Funds
  • Small Cap Funds
  • All
  • Credit Risk Funds
  • Duration < 1 year
  • Duration > 7 years
  • Duration 1-3 years
  • Duration 3-7 years
  • Dynamic Bond Funds
  • Floater Funds
  • All
  • Aggressive Hybrid Funds
  • Balanced Advantage Funds
  • conservative Hybrid Schemes
  • Multi Asset Allocation Funds
  • All
  • ELSS

Narnolia Mutual Fund Advisory Portfolios

Conservative Fixed Income Strategy Conservative Fixed Income Strategy

The portfolio recommends investing primarily into low volatility mutual funds. Tactical allocation is suggested towards mid volatility schemes to ensure capital appreciation

Risk AppetiteLow
Min. Investment1,00,000
Multi Asset Strategy Multi Asset Strategy

The portfolio invests judiciously into different asset classes- Low duration fixed income, Mid duration FI, Equity-large, Equity-Mid, Gold and infra and real estate

Risk AppetiteModerate
Min. Investment1,00,000
Equity Wealth Builder Strategy Equity Wealth Builder Strategy

The strategy invests in multi-cycle stable equity schemes along with tactical and thematic. The aggressive approach also employs ETFs for smarttiming.

Risk AppetiteHigh
Min. Investment1,00,000

MF Reserach Updates

Mutual Funds Mitra

MF Mitra: Quarterly webinars with our MF Research & Investment management team

Q1CY2021 Topic: Wealth Creation Perspective: How to get the best out of Mutual Funds Investments

Part 1: Understanding wide Landscape of MF Research and Diversity in return profile of various Funds

MF Research Articles

Equity Research & Advisory ServicesIndian Banking Opportunity

Higher Credit Growth Alongwith Lower NPAs and Higher Recoveries Promises Higher Profitability for Banks

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Equity Research & Advisory ServicesMARKET PERSPECTIVE - Aug 2022

This Decade Belongs to Emerging Markets-India to Shine

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Equity Research & Advisory ServicesNarnolia Research Blog - Aug 2022


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Equity Research & Advisory ServicesMARKET PERSPECTIVE

Markets Settling to a New Normal

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Equity Research & Advisory ServicesNarnolia Research Blog - July 2022

Investigating Recent Under-Performance of Quality Companies with Narnolia

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Equity Research & Advisory ServicesINVESTMENT PERSPECTIVE

Swings and Surge are more important source of investment return in the short term while underlying Trend determines return for the long term investor.

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Equity Research & Advisory ServicesMUTUAL FUNDS - FUND FLOW

SIP route the most preferred way as monthly New SIP accounts double in a year

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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
About Narnolia

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.

Investment Solutions

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.

Mutual 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

Index ManagementNarnolia Research has developed 69 objective indices including the world- famous and widely tracked 'All shares index (ASI)

Partner Solutions

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

B2B Investment Platform: Alphanest

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: 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 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.


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