Narnolia Financial Advisors Ltd
Built to Last Foundation
With over 20 decades of expertise in ever changing market strategies Narnolia had raised itself with fundamental principles to ensure satisfaction of clients. Providing financial security in a way absolutely ethical and superior than industry standards, we are constantly delivering superior returns to our investor. With the knowledge-is-power approach, we hold our pulse on the market.
At Narnolia, we have developed world class products, created the most robust processes and have also aligned our behaviors which are grounded on these firm beliefs and on the 3 Pillars of Trust, Totality and Transformation.
We will be the most trusted, most knowledgeable, most understanding and most concerned provider of value added and customer centric financial services in our strategically chosen class and also mass market.
We commit ourselves both in thought and action to raise ourselves in the eyes of our true boss – the investors from being a mere transaction broker to a true family financial doctor and help them to protect and improve their financial health. We further resolve not to sell daru (gambling) in the bottle of dawa (investment) and will dare to tell them the difference between the two even if it results into low revenue in the short term. We shall invest most of our time, energy and resources to reduce gaps at each touch points with our existing investors, and shall see our growth in their growth. Let us believe that quantity follows quality.
Send your Existing Portfolio & Get restructure by Narnolia Experts.
Like a doctor whose primary duty is to save & improve the life of his patients, our duty as your investment & financial advisor is to protect & create wealth for you. With the support of in-house filtration process we analyse your overall portfolio & provide recommendations so you can make better investment decisions.
Please Note: Minimum Investment Requirement of Rs.3 Lakhs in Mutual Funds and Rs.5 Lakhs in Equity.
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
Narnolia PMS model combines the concept of deep value investing with the pragmatic considerations of momentum
Our PMS has a master portfolio which is then further customized to your unique matrix of return expectations and risk capacity.
The ownership of the securities continues to remain with your demat account and so your portfolio is accessible at all times.
A complete audit trail of the stocks bought and sold in your account, the charges and the fees are made available to you in the interest of full transparency.
Your PMS portfolio is unique to you and only the master portfolio for benchmarking is the same. This gives greater control over portfolio performance and better customization to your unique risk-return matrix.
Pre-set portfolio alerts and macro and micro triggers customized to your unique portfolio needs to give you 24X7 access and control over your portfolio.
Our PMS combines the best of deep value investing and momentum identifiers to constantly identify investment opportunities with a view to enhancing your risk adjusted returns. At any point of time, the focus is on absolute returns over and above Alpha.
Learn From Market Leaders
Learn from Mr. Shailedra Kumar how Investment helps a common man for selecting Good Stocks which will be added to your portfolio for wealth creation.
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:
- An eclectic mix of large cap and mid cap stocks to get the combined benefit of stability, growth and value.
- A unique framework based on momentum in earnings and focuses more on fundamentals rather than just on price movements.
- Investment decisions are taken based on a proprietary bottom-up model that is rigorously back tested for several years based on live data.
- Generated consistent positive absolute returns in the last 6 years beating the benchmark index in 5 out of the last 6 years.
- Resilient investment model that is designed to generate positive returns in bearish conditions and in sideways markets too.
Open Your Account -Where you want !
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