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Premium Access PMS

NARNOLIA India 5T Strategy

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Company Narnolia Financial Services Limited
Fund Managers Shailendra Kumar
Share: f x in w

About Company

Narnolia Financial Services Limited

Narnolia Equity PMS allows investors to engage in four distinct equity strategies through a single account, allowing them to safely manage investment amounts in these strategies based on their individual risk profile. The investor is free to select their favourite basket of equities as a result of this. These equity strategies are built around diverse cap sizes and basic growth and quality features. The portfolio is a flexible and cautious mix of big, mid, and small cap firms that have the resilience to sail through challenging times while still having the force to succeed in the long run.

 

Fund Snapshot

Year of Inception 27-Mar-12
Number of Stocks 4 equity strategies
Investment Horizon Long Term
Fund Managers Mr Shailendra Kumar

Investment Philosophy

With Narnolia India 5T strategy, you can participate in four equity strategies, through just one account. The investor can allocate funds in these strategies based on their risk appetite. You get to choose your preferred stocks basket modelled across different capitalisations.

Since, Narnolia follows the ‘growth in value’ philosophy, there is an utmost emphasis on the quality of stocks. The strategy is a mix of multiple strategies with strong risk management and seeks stable returns.

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Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Shailendra Kumar

Shailendra Kumar

Shailendra Kumar is the Co-Founder and Chief Investment Officer of Narnolia Financial Services, where he oversees the firm's investment philosophy and asset management strategies. With over 25 years of experience in the Indian capital markets, he is the pioneer behind Narnolia’s proprietary "NS-Portfolio Strategy," which focuses on identifying high-growth businesses through a blend of fundamental and quantitative analysis. Under his leadership, the firm has grown into a leading investment advisory, managing a wide array of PMS and AIF offerings. Kumar is widely recognized for his data-driven approach to wealth creation and his ability to navigate volatile market cycles by prioritizing risk-adjusted returns for long-term investors.

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