As a finance nerd, if you believe the ‘Growth-in-Value’ tagline, Narnolia PMS is a wise and productive choice to kickstart your advisory service.

Narnolia’s research system is dynamic and of utmost priority to the firm; they invest more than 50% of their resources in this area!

The decade-old presence at the heart of the country’s finance hub, Mumbai, Narnonlia Finance, has India’s best data-driven analysts and the strong support of 40 finance gurus of the securities market.

Whether you want multi-strategy or multi-assets in the funding pipeline, Narnolia Portfolio Management is one of the best for PMS business goals.

Total AUM Rs.481.84 Cr.
Avg. 1 Year Return 20.28%
Active Clients 200
No. of Strategies 6
Minimum Investment Rs.50 Lakh
Experience 31 Years

Narnolia PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Krishna N Narnolia

Founded In (year)

1993

Why Invest in Narnolia PMS?

Narolia Portfolio Management Services suggests funds on a solid research base. They always keep in mind to reduce your risk zone.

From customized support to best analysis, strong reasons exist to join the PMS plan.

  • The fund control method is scientific and unbiased, with a robust backup plan.
  • A proven track record of 26 years in the market, ensuring clients’ interest year after year.
  • A significant firm investment goes to research and analysis operations; it justifies the firm’s powerful promise to investors.
  • Forty analysts of the house back strategy for long-term and stable growth.
  • With four different equity tactics as per risk profile and holdings, fund managers search for value-based scopes in the market.

Overall, a process-driven strategy, robust analysis, and 12 years of research before PMS launching make this finance house a prime destination for clients and traders.

Narnolia Portfolio Management Service Performance or Returns

1 Year Return

20.28%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

19.27%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

18.47%

Nifty 50 - 5 Year Return

11.52%

In the capital market, numbers matter more than words; keeping this in mind, Krishna N Narnolia’s firm has always had stunning results.

Their portfolios stormed the market in the past year, securing and delivering 20% returns. Nifty 50 trailed over 10.74% for the same period, almost half the returns from the previous one.

It boasts portfolios’ ability to tackle the turmoil in the market and make positive returns in a critical market.

Over the last three years, the PMS has consistently surpassed the market, enjoying a return of nearly 19%, while the Nifty 50 sustained at 20.15%.

If you want long-term value creation, Narola’s record is impressive enough in this case. Within five years, the portfolio shot up by 18%, while the Nifty 50 index struggled with 11.52%.

So, the win-win situation of Narolia PMS return is gradual but a continuous flow of good returns. Thus, it has created a well-positioned PMS brand since its launch.

So, join Narolia PMS today and enjoy the journey of great returns.

Narnolia PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

1% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

For any bigwig or small investor, incentive structures are crucial. Investors need to consider the Narolia PMS plan after checking the fee structure.

Narolia PMS commission and fee have been straightforward since inception. They charge a fixed annual AMC fee of 2.5% of the fund value.

It covers the cost of managing your portfolio. If you want to keep the PMS ship sailing smoothly, a variable AMC of 1% of the fund value is necessary.

Now, let’s check the profit game– if your portfolio is doing well and you make more than 10%, they charge a profit-sharing fee of 20%.

However, it applies only when you make a profit of 10% or more. Finally, when you draw your money from your portfolio within one year, an exit load fee of 1% is charged.

However, there is no exit penalty after one year of journey. Overall, an easy exit policy is bragging their confidence in the strategy.

It keeps Narolia ahead of the competition as some of the nearest rivals penalized PMS holders for the second or third-year exit.


Best Strategies by Narnolia Portfolio Management Services

Check out various strategies or Investment approaches provided by Narnolia Portfolio Managers.

Strategy Name Large Cap Mid & Small Cap Multi Cap 5T X 5T Fusion Opportunity Multi Asset Strategy
Start Date 28-Mar-12 04-May-15 28-Mar-12 04-May-15 04-May-15 26-Aug-19
Category Large Cap Small & Mid Cap Multi Cap Thematic Multi Cap Multi Asset
Benchmark Nifty 50 S&P BSE 500 Nifty 50 Nifty 50 Nifty 50 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed 21 Not Disclosed Not Disclosed Not Disclosed
1 Yr. Return 24.40% 49.30% 21.11% 31.38% 29.14% 29.14%
3 Yr. Return 14.27% 21.04% 14.41% 16.81% 20.21% 20.21%
5 Yr. Return 14.63% 23.32% 13.23% 17.67% NA NA
Fund Manager Mr. Shailendra Kumar Mr. Shailendra Kumar Mr. Shailendra Kumar Mr. Shailendra Kumar Mr . Shailendra Kumar Mr. Shailendra Kumar

Fund managers and their predefined strategy are the firm’s secret sauce for a PMS service. In the case of Narnolia, the portfolio managers’ strategy has a well-defined risk-return balance policy.

Fund managers aim to minimize your risk stomach. Their growth-at-value strategy seeks to find undervalued firms with a strong growth potential.

Narnolia’s strategy is a mixed blend of growth, stability, and risk profile analysis. Fund managers cherry-pick stocks that are trading at a discounted value.

Team Narnolia PMS has a long-term goal of investing, ensuring that handsome wealth is created with patience and a focus on the horizon.

Large Cap Strategy

Narnolia’s Large Cap Strategy is designed for investors willing to join an equity-centric portfolio. It is a predefined strategy with 15 to 25 large-cap stocks listed on Nifty 100.

Here, fund managers focus on companies with a strong base, higher valuations, and long-term growth potential.

Experts say this fund strategy is helpful for investors with high-risk appetites seeking higher returns. Now, let’s focus on numbers.

This strategy brought home an attractive return of 24.400% in the past year, precisely almost 19%.

Over the last three years, under the leadership of Shailendra Kumar, this fund has yielded a handsome amount of 14.27%.

The stable growth story continues to a five-year investment; it delivered turns at 14.63%.

Mid & Small Cap

Launched in May 2015, the mid and small-cap strategy is a gem of portfolio management. It always focuses on unleashing hidden market gems for people with mid-level risk digestion.

Besides the risk-adjusted game, fund manager Shailendra Kumar planned some hidden treasure in the adverse market.

His stock selection is coupled with his ultra analysis of mid-cap and small-cap space in the market. Undoubtedly, these efforts are reflected in numbers.

A steller growth of 49.30% over one year of investment advocates strategic advancement. If you look further, its three and five-year returns stand firm at 21.04% and 23.32%.

It adds a layer of investors’ confidence for the long-term journey.

Multi Cap

Another equity-concentrated strategy is getting shaped under the same fund manager’s guidance. This strategy started on March 28, 2012, with Nifty 500 benchmark.

Though AUM is publicly undisclosed, 20 and 30 stocks show ethical practices. As numbers tell a story of success, this fund’s story is no exception.

A remarkable 21.11% return solidifies its position in the market. Effective strategies maintain the same legacy in three and five years, boasting 14.41% and 13.23%, respectively.

5T X 5T

In this rapidly changing investment world, you need stability amid all risks. Launched in May 2015 and led by fund manager Shailendra Kumar, this strategy comes under equity concentration.

Despite the market fluctuation, this strategy always performed well in the Nifty 500 benchmark. The fund presents an impressive 31.38 % return in one year down the line.

Following the same growth curve, this strategy maintains a solid performance with a 16.81% return in a three-year horizon.

Moreover, investors are assured of long-term value creation; the fund’s return is 17.67%.

Top Fund Managers of Narnolia PMS

#1

Mr. Shailendra Kumar

#2

NA

#3

NA

#4

NA

#5

NA

If you want to find the person behind these solid strategies, Mr Shailendra Kumar is the boss and brain behind them.

You may wonder how Narnolia PMS fund manager Mr Shailendra has managed these well for over a decade.

Yes, he is backed by a team of 40 analysts. He has more than two decades of experience in the Indian equity market.

The highly respected figure in the Indian investment sector, Mr Shailendra, has the perfect blend of expertise and is liable to research-driven investing.

Undoubtedly, his expertise is one of the significant pillars of Narolia’s PMS sector.

Besides being a fund manager, Mr Kumar is co-founder and CIO of Narnolia group. Experts laud his pandemic time strategy.


Narnolia Portfolio Managers SWOT Analysis

An unbiased SWOT analysis of Narnolia Portfolio Management is necessary to know the areas of improvement, investors’ risk, and future potential.

It works as a compass and helps clients to get in the right direction before joining the PMS service.

Strength

  • A rigid research framework boosts the service for decades
  • A substantial number of returns with a low-risk profile secures investors’ money
  • Top fund analysts arrange strategic funds for all pockets
  • Narnolia’s early exit policy is simple and demands a minimal cost to clients— bragging confidence of the firm
  • Brand name in the market since 1997, so 26 years of experience in helping PMS business skyrocket

Weakness

  • The overall track record is good, but some funds must be disclosed so investors can take external support before joining. It may raise concerns among some aspiring clients.
  • Depending on a single fund manager for various strategies — raising questions about accuracy
  • Despite a two-decade-old presence, they are stuck to the domestic market, and limited global presence may impact growth scopes.

Opportunities

  • The rapid growth of the PMS industry in India— prevent development of 16% is expected to make a jump of 26% by 2028.
  • Expand to new geography, whether global or Indian Tier II cities.
  • Target the young generation in this era of the digital world — a large section is untapped.

Threat

  • The domestic PMS market is always concerned with start-ups and some new entries despite some market leaders.
  • A lopsided economy could turn the table and could hurt Narnolia’s PMS business in the short term.
  • Uncertain external factors like economic U-turn, war, pandemic, and unrest in foreign markets.

Check out Business Opportunities with Similar Brands

Investment Facilities provided by Narnolia Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Narnolia Portfolio Management Features have a lot of flexibility and investor-friendly facilities.

  • Crafting one’s strategy is not just allowed but encouraged by the firm at the supreme level.
  • If you want to change gears, it is also not a problem. They allow a switching strategy with a nominal cost of 1% of your fund value.
  • Whether you are not a resident but want to drive in the Indian market — Narnolia welcomes you and allows NRI.
  • Investors are free to decide the funding by fund managers or themselves.
  • Moreover, early exit is okay for them with a reasonable 1% charge of fund value.

Narnolia Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

At Narnolia, the supporting team got you covered 24/7. Whether you want a quick call, brief conversation, email, or chat, Narnolia Portfolio Management Services has all the options to support you.

Plus, enjoy the advantage of an RM officer to guide you in your early days. While clients have limited or no option to contact fund managers directly, the brokerage house has a pinky promise to resolve all their issues.

In addition, they assure us that they solve it with a maximum waiting period of 5 days. But hardly any clients need to wait for five days.

Narnolia PMS Dashboard Link

Web Platform

The Narnolia PMS dashboard is another reason to join the platform, from portfolio overview to holding analysis.

However, it is good to note the program is linked up with Orbis Finance for a smooth operation. If you want customized charts and graphs, the dashboard has this too.

Get an overall snapshot of portfolios and enjoy a detailed breakdown of present holdings. Moreover, evaluate your risk profile with metrics like standard deviation.

Also, you can organize the dashboard to get the information that matters most to you. Real-time market data helps clients make informed decisions at a crucial time.


Narnolia PMS Login

Click the above link to enjoy the world of investment opportunities. But before that, aspiring clients should confirm the criteria and ask RM to provide the login credentials.

Once you successfully log in, you’ll be directed to your Narnolia PMS dashboard. If you are concerned about financial data security, it is good to underline that the brokerage house aims to secure clients’ data and details.

However, you may need to go for a two-factor authentication. It takes some time for security reasons. However, the firm always advises using some trusted device to avoid data breaches.

Also, it is recommended to prevent any unknown and free Wifi services. Once you log in, you can watch portfolio briefs, holding analyses, data comparisons, risk analyses, operation history, customized charts, graphs, and more.

So, enjoy the advanced tech current trends and analyze the portfolio’s graph with the Narnolia PMS login.

Narnolia PMS Review or Ratings by Finec.in

Overall Rating

7.46 / 10

Portfolio Performance

7.61 / 10

Support

7.42 / 10

Facilities

7.65 / 10

Charges

7.35 / 10

Experience

7.27 / 10

Narnolia Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006420

Contact Person

NA

Email ID

compliance@narnolia.com

Telephone No.

9169725059

Address

201, 2ND FLOOR, MARBLE ARCH, 236B, AJC BOSE ROAD, KOLKATA, WEST BENGAL, 700020

Starting Date

Mar 06, 2019


How to Invest in Narnolia PMS?

Narnolia Portfolio Management offers a hassle-free investment process that encourages you to join the world of wealth creation. To start this exciting journey, follow the below-mentioned steps:

Eligibility Criteria:

  • Nationality: Both Indian and NRI investors can join the service
  • Age: A minimum of 18 years of age is required to participate.
  • Investment: To begin your advisory journey, you should be able to infuse a minimum ₹50 Lakh.

Required Documentation:

  • Now, if you have confirmed your eligibility and amount, you’ll need to submit the following papers for verification:
  • PMS Agreement: Fill out and sign the PMS agreement. In addition, you may need to attach a self-attested copy.
  • Demat Account: Provide details of your current or active Demat account.
  • POA Documents: Submit the Power of Attorney papers.
  • PAN Card Copy: Provide a copy of your PAN card.
  • Residential Address Proof: Submit proof of your residential address.

Application Process:

To start the primary process, click the button at the bottom that says “Invest in PMS”. A form will open, fill it up, and submit it. You will receive a call from the relationship manager.

They will help you through the process and provide the necessary application form. After your form submission, your RM will verify the papers.

After successful account link creation, you’ll receive login credentials to access your Narnolia PMS program. So, invest in Narnolia Portfolio Management to make success a habit!

Check out Business Opportunities with Similar Brands

Narnolia PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Narnolia Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory


Narnolia PMS – Conclusion

Narnolia’s PMS journey has been organized since 2012. Despite a new product for the 26-year-old firm, this sector is rapidly getting the market’s attention amid a monopoly wave.

From IIM Ahmedabad to Crisil, Narnolia PMS gets many prestigious and top-ranking awards. It solidifies their position in the market.

The founder, Mr Krishna Narnolia, is confident about the future of the Indian PMS market. The market is hopeful about Narnolia’s growth in a bullish market, and it justifies their confidence in the product.

Narnolia invests a lot in the research wing for the coming financial years to beef up the growth.


FAQs on Narnolia Portfolio Managers

Here is the list of FAQs related to the Narnolia Portfolio Management Services.

Which is the Best Strategy for Narnolia PMS?

In Narnolia, there are four strategies: Large Cap, Mid and Small Cap, Multi Cap, and 5T X 5T. Each has different pros and cons. Suppose you have a low-risk appetite, then go for Multi Cap.

What is the Minimum Investment in Narnolia PMS?

Investors need to infuse a minimum ₹50 Lakh.

What is the Return of Narnolia PMS?

It varied on different funds. However, the average return range is 16% to 22%. Kindly refer to the above list of fund strategies and returns for clarity.

Is Narnolia Portfolio Management good?

Yes, the firm has 11 years of history with PMS business with risk-adjusted returns.

What is the fixed commission of Narnolia PMS?

2.5% of the fund value is the fixed fee of Narnolia PMS.

Is a Demat account mandatory for Narnolia Portfolio Managers?

Yes, a Demat account is a fundamental criterion to join the program.

What are the Exit Charges of Narnolia Portfolio Management?

Only for 1st year, an exit charge of 1% is applicable.

Who are the current fund managers of Narnolia PMS?

Mr Shailendra Kumar is the fund manager and liable for all strategies.

What is the AUM of Narnolia Portfolio Management Service?

The brokerage house achieved an AUM of ₹397 crore.

Do Narnolia Portfolio Managers Charge Variable Commissions?

Only 1% of the fund value is a variable charge.


 

Customer ratings and reviews of Narnolia PMS

Double your Investment in 3 YearsInvest in PMS