Why Narnolia PMS?

• Recognized by the Industry Leaders and our satisfied clients.
• Industry Leading Performance in terms of RISK adjusted portfolio returns.
• Client First philosophy and Portfolio performance by Design, not by Chance.
• Dominant Capital Markets Player in Eastern India for the past 24 years.
• No. 1 in Investment Advisory Portfolio with longest track record in the industry. More than 40 distributors.
• PMS track record since 2012. Recognized as the ‘Most Consistent Portfolio Manager of the Country’- 2018 & 2019
• 2nd largest Registered Investment Advisor(RIA) of the country- (AUM -1000cr.+ Category) by BSE Star & Associates, 2020 -2021

      Performance Track Record - Data as on Sep 30, 2021

       To know more, download - Narnolia PMS Strategy

NJ Balanced Advantage Fund (Rule-Based Active Investing)

Rule-Based Active Investing = Rule Based Active Allocation (Equity:Debt) + Rule-based Active Selection (Factor based - Quality, Volatility, Value & Momentum)

Smart Beta and Evolution of factor based investing:

To know more, download - NJ Balanced Advantage Fund

NJ MARS 

WHAT IS MARS?

• MARS = Mutual Fund Automated Rebalancing System

• It allocates your money between Equity and Debt based on market valuation and invests in Top Performing Equity MF Schemes

• The Asset Allocation in MARS is reviewed on a half yearly basis while the scheme rebalancing is done once a year

HOW WAS MARS ABLE TO DO THIS ?

• MARS uses a research model to find out correct allocation to Equity based on current valuations.

• So if markets are expensive, MARS will allocate less amount to Equity and if markets are cheap, the Equity Allocation will go up

• It sounds so easy, but it’s easier said than done!!

To know more, download - NJ MARS Presentation