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Narnolia

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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 17.1% MULTI CAP 20.3%

CAGR Since 2012 As on March 2021

12.6%  NIFTY 100 12.9% NIFTY 500
NEW INDIA 17.0% MID & SMALL CAP 22.1%

CAGR Since 2015 As on March 2021

10.4%  NIFTY 500 11.8% NIFTY MID & SMALL 400

Narnolia PMS Equity Strategies

Portfolio Snapshot

Large cap strategy comprises of companies those are leaders in the respective industry in which they operate. 80% weightage in this scheme is to companies those are part of Nifty Large cap 100 Index. This index constituents have high correlation (0.94) with Nifty 50 Index.

Stock StrategyThe sub-strategy consists of 15-25 stocks to provide superior returns. Maximum Weight on any stock will be +7% of its weight in the in Nifty 100 Index

Sector Strategy +/(-) 10% of its weight in Nifty 100 Index

SIP Amt.:Rs. 1,00,000
BenchmarkNifty 100
Time HorizonMin. 3 years
No. of Stocks15-25
Launch Date 28 March 2012
CategoryEquity Concentrated

Value of INR 1Cr invested in March 2012 as on March 2021( CAGR Returns)

Large Cap  INR  4.1 CR  @  17.1% Vs NIFTY 100  INR  2.9 CR  @  12.6%

Return Profile vis a vis Benchmark

1 year 3 years 5 years Since Inception (28th March 2012)
Large cap 64.3 12.5 15.6 17.1
Nifty 100 69.6 12.2 13.6 12.6
Please Note data as on March 2021, the 1 yr is ABSOLUTE returns 3yr/ 5 yr/SI Figures are CAGR returns

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Narnolia Research Directory
IPO
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

NARNOLIA FINANCIAL ADVISORS LTD (FORMERLY MICROSEC CAPITAL 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-703 & 803, 1 Kanakia Wall Street, 8th Floor, AndheriKurla Road , Chakala, Andheri East, Mumbai - 1st Floor, Building No. 27, Road No. 17, Midc, Marol, Andheri East, Mumbai – 400093; Phone No.: +91 22 62701200; Website: www.narnolia.com Registration No. (NSE/BSE/MSEI): INZ000166737; IN-DP-380-2018 (NSDL/CDSL); 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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