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Narnolia

Portfolio Management Services

Investment Solutions

About Narnolia PMS

Narnolia PMS is meant to be a core buy and hold portfolio for investors who aim to capitalize on the wealth creation opportunity in the Indian economy through equity investing. Narnolia PMS provides the opportunity to participate in 4 different Equity Strategies & Mutual Funds strategy all through a single account, helping the investor to prudently allocate investment amounts in these strategies depending on their unique risk profile. With this the investor gets the freedom to choose their preferred basket of stocks. These equity-strategies are uniquely modelled around various cap and fundamental characteristics of growth and quality. The portfolio comprises of flexible and judicious mix of large, mid and small cap companies to have the right kind of stability to sail through tough times.

Why Narnolia PMS?

  • Multiple Strategies
  • Stable Returns Across Market Cycle
  • Growth in Value Philosophy and 5-M Research
  • Strong Risk Management

Investment Philosophy

1
Principle Of Growth In Value

Among various proven philosophies of investing, our chosen style is ‘Growth in Value’. Here the word value is derived from the word valuable i.e. factors that make a company more valuable.

2
360° Deductive Reasoning Framework

Insist on knowing why & how a company makes its revenue both from a broad picture basis understanding the addressable market & dynamics as well as the microscopic financials-valuation level perspective

3
Seeking Linear Consistent Growth

Prefer companies where improvement happens linearly in small steps over a relatively longer period of time as these companies’ valuation multiple expands alongwith earnings & then does not contract in a hurry

4
Risk Manager’s Mindset

Portfolio has a pre-determined risk return expectation framework which enables taking active risk keeping in mind economic exposures, liquidity risk and stock- sector – cap- theme weightages.

Narnolia PMS Launched in March 2012

LARGE CAP 18.9% MULTI CAP 22.1%

CAGR Since 2012 As on October 2021

14.0%  NIFTY 100 14.5% NIFTY 500
NEW INDIA 19.7% MID & SMALL CAP 24.8%

CAGR Since 2015 As on October 2021

12.9%  NIFTY 500 15.1% NIFTY MID & SMALL 400

Narnolia PMS Equity Strategies

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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: www.narnolia.com Registration No. (NSE/BSE/MSEI): INZ000166737; 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 narnoliacare@narnolia.com or WhatsApp us at +916204800291. For grievances, mail us at ig@narnolia.com, compliance@narnolia.com.

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