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Portfolio Management Services (PMS)

About Narnolia PMS

Narnolia PMS is meant to be a core buy and hold portfolio for investors who aim to capitalise on the wealthcreation opportunity in the Indian economy through equity investing. Narnolia PMS provides an unique opportunity to diversify a single PMS investment among 5 different Equity & Mutual Funds Strategies - all through a single account, helping the investor to prudently allocate their investments in these strategies proportionately depending their requirements and risk profile. With this the investor gets the freedom to choose their preferred basket of stocks. All strategies are uniquely modelled around various cap and fundamental characteristics of growth and quality. Each portfolio comprises a flexible and judicious mix of companies to have the right kind of stability to sail through tough times as well as has the right force to outperform in the long term.

Why Narnolia PMS?

  • Diversify single PMS investment between 2 or more strategies
  • Strong Risk Management & Research Framework
  • Stable Returns across Market Cycles
  • SIP & Top-up Options Available

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 16.5% MULTI CAP 20.1%

CAGR since 2012 As on May 2022

12.4%  NIFTY 100 12.8% NIFTY 500
5TX5T 15.9% MID & SMALL CAP 20.7%

CAGR since 2015 As on May 2022

10.7%  NIFTY 500 12.6% NIFTY MID & SMALL 400

Narnolia PMS Equity Strategies

Complain Dashboard - Portfolio Management Services

Data for Every Month Ending - May 2022
Complaints Received From Pending at the end of last month Received Resolved* Total Pending# Pending > 3 Months Avg. Resolution Time ^ (in days)
Directly from InvestorsNilNilNANANANA
SEBI (SCORES)NilNilNANANANA
Other Sources (if any)NilNilNANANANA
Grand TotalNilNilNANANANA
"^ Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month"

Trend of Monthly Disposal of Complaints

Month Carried forward from previous month Received Resolved* Pending#
Apr - 22NilNilNANA
May - 22NilNilNANA
Jun - 22NilNilNANA
Jul - 22----
Aug - 22----
Sep -22----
Oct -22----
Nov - 22----
Dec - 22----
Jan - 23----
Feb -23----
Mar - 23---0
Grand TotalNilNilNANA

*Inclusive of complaints of previous months resolved in the current month.
#Inclusive of complaints pending as on the last day of the month.

Trend of Annual Disposal of Complaints

Month Carried forward from previous Year Received Resolved* Pending#
2021-2200NANA
2020-210110
2019-200220
2018-1900NANA
Grand Total0330
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 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.

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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