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Narnolia Financial Services Ltd – Portfolio Management Services (PMS)

Narnolia, is in their 28th year of financial services, having travelled almost three 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.

AUM (₹ Cr)

1114.21

Clients

190

Strategies

6

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Narnolia Financial Services Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Multicap Strategy Multi Cap & Flexi Cap 5.14% 12.23% 12.49% Mar 2012
Large Cap Large Cap 6.88% 17.42% 14.21% Mar 2012
5TX5T Thematic 2.74% 14.99% 13.71% May 2015
Mid and Small Cap Small & Mid Cap -4.64% 21.63% 16.86% May 2015
Fusion Opportunity Multi Cap & Flexi Cap -23.16% 18.75% — Sep 2022
Multi Asset Strategy Multi Asset 7.21% 14.88% 15.47% Aug 2019

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr. Shailendra Kumar

CIO

Shailendra Kumar is the Co-Founder & Chief Investment Officer at Narnolia. He is known for his deep understanding and experience of over two decades in the space of fund management & investment advisory. Under his leadership, Narnolia has been recognised as the ‘Most Consistent Portfolio Manager of the country in 2018 & 2019’ and also as the ‘Pioneer and 2nd largest Investment Advisor of the country in 2021. His preferred investing style is ‘growth-in-value’.  Shailendra holds a post-graduate degree in Management & Systems from IIT, Delhi. He has a strong academic orientation having authored as well as mentored numerous financial publications and research papers. He has also done extensive work on corporate valuations and derivative pricing.

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Regulatory Information

SEBI Registration: INP000006420

Registered Office: 201, 2Nd Floor, Marble Arch,236B, Ajc Bose Road,Kolkata,West Bengal,India-700020

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)