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Narnolia PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The Narnolia Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Narnolia PMS - Snapshot

Total AUM

Rs.1026.82 Cr.

1 Year Return

-0.54%

Minimum Investment

Rs.50 Lakh

Experience

33 Years

Active Clients

183

Narnolia Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.81 / 5

Fees

3.68 / 5

Experience

3.64 / 5

Support

3.71 / 5

Facilities

3.83 / 5

Overall Rating

3.73 / 5

Star Rating


Overview of Narnolia Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Krishna N Narnolia

Founded In (year)

1993

No. of Active Clients

183

Minimum Investment

Rs.50 Lakh

Investment Strategies

6

Narnolia PMS Returns or Performance

1 Year

-0.54%

Nifty 50 - 1 Year

-4.04%

3 Year

12.89%

Nifty 50 - 3 Year

11.20%

5 Year

11.06%

Nifty 50 - 5 Year

11.60%

Narnolia PMS Charges or Cost

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%

Narnolia PMS Investment Strategies

Strategy Name Large Cap Mid & Small Cap Multi Cap Strategy 5T X 5T Fusion Opportunity Multi Asset Strategy
Start Date 28-Mar-12 04-May-15 28-Mar-12 04-May-15 26-Sep-22 26-Aug-19
Category LARGE CAP SMALL & MID CAP MULTI CAP & FLEXI CAP THEMATIC MULTI CAP & FLEXI CAP MULTI ASSET
Benchmark Nifty 50 TRI S&P BSE 500 TRI Nifty 50 TRI Nifty 50 TRI Nifty 50 TRI Nifty 50 TRI
AUM (Rs.) Rs.113.66 Cr. Rs.75.95 Cr. Rs.187.04 Cr. Rs.58.67 Cr. Rs.35.59 Cr. Rs.3.26 Cr.
No. of Stocks Not Disclosed Not Disclosed 21 Not Disclosed NA NA
1 Yr. Return -2.00% -1.56% -0.60% 0.82% -4.24% 4.33%
3 Yr. Return 12.72% 16.66% 8.36% 11.88% 14.24% 13.48%
5 Yr. Return 10.54% 13.23% 8.66% 10.57% NA 12.32%
Fund Manager Mr. Shailendra Kumar Mr. Shailendra Kumar Mr. Shailendra Kumar Mr. Shailendra Kumar Mr. Shailendra Kumar Mr. Shailendra Kumar

Top Portfolio Managers of Narnolia Portfolio Management Services

#1

Mr. Shailendra Kumar

Narnolia Portfolio Manager - Customer 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

Narnolia Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

1% within 1st Year

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Narnolia PMS - SEBI Details

SEBI Reg. No.

INP000006420

Contact Person

NA

Telephone No.

9169725059

Address

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

Starting Date

Mar 06, 2019

Narnolia Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Narnolia Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Narnolia PMS Backoffice or Dashboard Link

Web Platform

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