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Portfolio Management Services (PMS)

A portfolio management service (PMS) is a customised investment solution offered to a client with a higher entry investment stipulated. Unlike a mutual fund that creates a standard portfolio for a fund and then issues units to customers, the PMS is more customised to the unique return requirements and risk capacity of the client. PMS schemes in India are either discretionary or non-discretionary. While a non-discretionary PMS invests with the approval of the client, a discretionary PMS designs its own unique portfolio based on the market conditions and the wealth creation potential.

PMS at Narnolia

Narnolia has adopted a discretionary approach to its PMS products. The focus of the Narnolia PMS is on return enhancement as well as on appropriate risk management. Our approach to the PMS is based on 3 key factors.

Long term approach:

The essential philosophy of PMS at Narnolia is to adopt a long term approach to equities. While equities as an asset class are the best long term wealth creators, selection of equities is critical to manage risk. That is where our PMS model based on opportunities, financials and potential disruption comes in handy.

Absolute returns plus Alpha:

At Narnolia we believe that outperformance of the index (Alpha) is just one side of the story. The focus of our PMS is to handle asset allocation in such a way as to generate absolute positive returns for clients on a consistent basis, notwithstanding market conditions. We have given absolute positive returns over the last 6 years in succession.

Capital allocation and momentum:

In a complex market like India, the need of the hour is to combine a value approach with a momentum driven approach. Our approach combines value exploration in equities along with identifying the key momentum triggers to maximize your returns over a period of time.

Merits of the PMS model at Narnolia

Our PMS model combines the concept of deep value investing with the pragmatic considerations of momentum to give you the best product on offer.

Narnolia PMS – India 3T Fund

The 3T PMS fund is a multi-cap PMS that focuses on a combination of fundamental value and quantitative triggers to create a high value portfolio. Some of the highlights of the 3T PMS fund are as under:

Narnolia PMS – Eagle Fund

The Eagle PMS fund is designed to exploit the short term opportunities in the market as well as the inefficiencies in pricing based on a very smart proprietary model that incorporates a number of data points to arrive at an investment decision. Key highlights are:

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