Narnolia Financial Services Ltd

Narnolia Financial Services Ltd

AUM (Cr.)


No. of Clients


No. of Investment Approach


As On

31 January 2024

Narnolia, is in their 25th year of financial services, having travelled two decades of their journey from a leading financial intermediary of Eastern India to a name-to-reckon-with at the National and Global arena, with their satisfactory track-record. Narnolia has managed to develop one of the best of the products, systems, processes, and technology. NARNOLIA FINANCIAL SERVICES LTD is SEBI registered Portfolio Manager with over 100 years of combined & unique experience and knowledge amongst its leadership. The sole aim of the company is to generate superior and consistent risk-adjusted returns using a process and data driven multi-asset, multi-strategy framework while placing clients first.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Multicap Strategy
MULTI CAP 21.11% 5.46% 14.41% 13.23% 28 Mar, 2012
Large Cap
LARGE CAP 24.40% 8.65% 14.27% 14.63% 28 Mar, 2012
THEMATIC 31.38% 9.67% 16.81% 17.67% 04 May, 2015
Mid and Small Cap
SMALL & MID CAP 49.30% 14.61% 21.04% 23.32% 04 May, 2015
Fusion Opportunity
MULTI CAP 76.61% NA NA NA 04 May, 2015
Multi Asset Strategy
MULTI ASSET 29.14% 14.60% 20.21% NA 26 Aug, 2019

* Returns are as on 31 January 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

Portfolio Manager Profile

Mr. Shailendra Kumar

Mr. Shailendra Kumar


AMC Registered Address

201, 2Nd Floor, Marble Arch,236B, Ajc Bose Road,Kolkata,West Bengal,India-700020
SEBI Reg No : INP000006420

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We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.