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Narnolia Financial Services Ltd – Portfolio Management Services (PMS)

With an operational history spanning 28 years, Narnolia has evolved from a prominent financial intermediary in Eastern India to a recognized entity on the national and international stage, evidenced by a strong performance record. The firm has cultivated a robust suite of products, systems, processes, and technological infrastructure. Narnolia Financial Services Ltd., a SEBI-registered Portfolio Manager, benefits from a leadership team possessing over 100 years of collective and specialized experience. The company's core objective is to achieve superior and stable risk-adjusted returns through a data-driven, multi-asset, multi-strategy approach, prioritizing client interests.

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 serves as Co-Founder and Chief Investment Officer at Narnolia. He possesses over twenty years of profound expertise and comprehension in fund management and investment advisory. Under his guidance, Narnolia achieved recognition as the ‘Most Consistent Portfolio Manager of the country in 2018 & 2019’ and was also acknowledged as the ‘Pioneer and 2nd largest Investment Advisor of the country in 2021. His investment philosophy centers on a ‘growth-in-value’ approach. Mr. Kumar holds a postgraduate degree in Management & Systems from IIT, Delhi. His academic contributions are significant, evidenced by his authorship and mentorship of various financial publications and research papers. He has also conducted substantial work in the areas of 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

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

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