Narnolia PMS – Review, Strategies, Returns, Charges & more

Narnolia PMS is the leading portfolio service management solution providing broking house across the nation. This articles will guide you regarding the Narnolia PMS, it’s strategies, charges, yearly returns, commission models, investment plans and more.

Find out the details regarding Narnolia Portfolio Management Service in the table given below –


Narnolia PMS – Customer Ratings & Review

Narnolia PMS Ratings
Returns Performance2.8 / 5
Services2.9 / 5
Charges2.8 / 5
Experience3.1 / 5
Strategies3.2 / 5
Client Support3.1 / 5
Overall Ratings2.9 / 5
Star Ratings★★★★★

Overview of Narnolia Portfolio Management Services

Find out the details about the overview of Narnolia Portfolio Management Service in the table given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipKrishna N Narnolia
Yr. of Establishment1993

Narnolia PMS

Narnolia is the leading and well-known portfolio management service solution offering company in the country. The broking house was established by Mr Krishna N Narnolis in the year 1993.

It is a private stock broking company registered under the Securities Exchange Board of India (SEBI). The headquarters of the company is located in Mumbai, Maharashtra.

The PMS model is one of the highly renowned models. They are basically the largest PMS players and also know for the Portfolio Management Service performance. The company has a huge list of portfolio managers to handle the portfolio management service sector.

Now, we will have a discussion regarding Narnolia PMS Reviews, PMS Charges, PMS Returns and more.


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Types of Narnolia PMS

The table given below is detailing the types of Narnolia PMS.

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

The company offers both the types of portfolio management services namely, discretionary pms and non- discretionary PMS.

Usually, most of the clients prefer to get into discretionary portfolio management service where the entire portfolio is handled and managed by the portfolio manager.

While some other clients choose to get ideas for making an investment from any consultancy in order to make the final decision for the same.


Narnolia PMS Fund Managers Details

The table chart mentioned below is providing the details regarding the details of Narnolia Fund Manager.

Fund Manager’s Details
NameRomit Barat
Experience17 Years
Highest QualificationCA
AUM (in Cr.)Approx 2,100 Cr.
Number of Clients200+
Investment TenureMinimum 3 yr.

Narnolia PMS group has several funds or portfolio managers available but Mr Romit Barat is the most prolific one. He had around 17 years of experience in the portfolio management service sector. Mr Romit is CA ( chartered accountant ) by profession.

The Narnolia portfolio management service fund managers usually hold approx 2,100 Cr. of AUM and handle more than 200 clients as well. The minimum investment tenure for every PMS client in Narnolia is 3 years.


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Narnolia PMS Strategies

The table given below is providing the entire details about the Narnolia Portfolio Management Service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

As per the table, the chart is given above, Narnolia PMS has multiple portfolio management service strategies. They make use of large-cap strategy, diversified strategy and small-mid cap strategy.

They have all types of PMS strategies available for clients.

Here is the investment strategy used by Narnolia PMS-

Narnolia INDIA 3T – Multi-Cap

Narnolia PMS INDIA 3T-Multi-Cap strategy goes along with proprietary multi-cap basics and quantitative model that normally operates multiple years of profit and loss, balance sheet as well as cash flow data of various companies emerging in the investment portfolio of Indian story based Mid-cap and Growth biased stocks.

This strategy of PMS house normally endeavors for sporty and energetic alpha generation by making an investment in industries with rising earnings growth as well as valuation.

With this strategy, investments are identified within a (momentum of earnings) M, ( capital allocation strategy ) C and ( qualitative financial ratios ) Q substructure which actually looks at the rising momentum in the entire basics of the company.


Narnolia PMS Returns / Performance

The table chart given below is providing the Narnolia Portfolio Management Service returns-

Returns (CAGR)
3 Year9.5%
5 Year8.5%
7 Year11%
10 Year12%
11 Year Plus11%

The return rate of Narnolia portfolio management service is really impressive. The Narnolia PMS has given tough competition to the Mutual Fund Returns.

Narnolia PMS returns for 3 years is 9.5%, for 5 years is 8.5%, for 7 years is 11%, for 10 years is 12% and for 11 years plus is 11% CAGR.

The robust returns rate makes Narnolia PMS sort of best PMS solution available in the country.


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Narnolia PMS Investment Plans

The table given below is providing entire details about the Narnolia PMS investment plans.

Investment Plans
Bronze (25L – 50L)Yes
Silver (50L – 1 Cr.)Yes
Gold (1 Cr. – 5 Cr.)Yes
Platinum (5 Cr. Plus)Yes

The table mentioned above us providing a good understanding regarding the Narnolia Investment plans available for its clients. Normally, for investing Narnolia PMS clients are required to have an investment portfolio of a minimum Rs. 25 lakhs.

Narnolia PMS company has all kinds of investment plans available for its clients. The Bronze investment plans range from Rs. 25 lakh to Rs. 50 lakh.

The Silver investment plans range from Rs. 50 lakh to Rs. 1 Cr. The Gold investment plan is between the range of Rs. 1 Cr. to Rs. 5 Cr. and for over Rs. 5 Cr. of investment portfolio clients, there is a Platinum plan available.

Since the PMS house has all the convenient and suitable investment plans available, it has personalized suitable commission plans and models as well. Normally, high investment portfolio approaches low commission payout and elite services as well.


Narnolia PMS Fee Structure or Commission Slabs

The table given below is providing the details about the Narnolia PMS commission slabs.

Commission / Fees Structure
Prepaid CommissionYes
Volume% CommissionYes
Profit Sharing% CommissionYes

The Narnolia PMS company has divided the commission model into 3 categories.


Narnolia PMS Prepaid Commission

In this commission model, commission or management charges have to be paid priority before the actual investment tenure starts.

As it is a prepaid commission model, the commission payout is comparatively less than other such models.

Prepaid Commission (Yearly)
Investment – 25L – 50L1.2% of Investment
Investment  – 50L – 1 Cr.1.1% of Investment
Investment – 1 Cr. – 5 Cr.0.9% of Investment
Investment – 5 Cr. Plus0.7% of Investment

Normally, the prepaid commission model of Narnolia PMS group is totally dependent on the investment volume.

With investment value of Rs. 25 lakh to Rs. 50 lakh, the commission charges will be around 1.2% of the total investment amount. If the investment value is between the range of Rs. 50 lakh to Rs. 1 Cr., the commission charges will be nearest to 1.1% of the total investment value.

And with high investment volume like Rs. 1 Cr to Rs. 5 Cr., the management fees will be around 0.9% of the total investment amount. And over Rs. 5 Cr. of investment volume the commission charges will be around 0.7% of the total investment value.


Narnolia PMS Volume% Commission

This type of commission model is totally dependent on the whole number of transactions done through the portfolio manager. It has a dependency on the market situation and other aspects of the portfolio as well.

As compared to other commission models, the commission charges are high.

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.125% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.120% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.110% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.100% of Total Transaction Volume

In Volume % Fees structure, the management fees are charges on the basis of the fund manager’s loyalty and market situation as well.

If the annual transaction amount is between the range of Rs. 25 lakh to Rs. 50 lakh, the commission charges will be 0.125% of the total transaction volume. If the yearly transaction volume is between the range of Rs.50 lakh to Rs.1Cr., the commission charges will be around 0.120% of the total transaction amount.

With high yearly transaction volume like- Rs. 1 Cr to Rs. 5 Cr, the commission charges will be 0.110% of the total transaction volume. And over Rs. 5 Cr. of the transaction volume, the commission payout will be 0.100% of the total transaction volume.


Narnolia PMS Profit Sharing% Commission

Profit sharing % commission model is the most suitable and convenient commission model customised for the clients. In this model, commission charges will be charged according to the realised profit only.

Clients will have low risk and high-profit percentage in this model.

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L24% of Profit
Profit Amount – 5L – 10L23% of Profit
Profit Amount – 10L – 50L21% of Profit
Profit Amount – 50L Plus19% of Profit

Profit sharing % commission model is normally considered as the best and highly convenient commission model available for the client. It is totally dependent on the investment portfolio. This model is offered to only those clients who are with the PMS house for 3 years and the clients having a high investment portfolio.

For a portfolio with a profit range of Rs. 2.5 lakh to Rs. 5 lakh, the commission charges will be around 24% of the total profit amount. If the portfolio with a profit range of Rs. 5 lakh to Rs. 10 lakh, the management fees will be charged is  23% of the total profit amount.

With an investment portfolio with a profit amount of Rs. 10 lakh to Rs. 50 lakh then the management fees charged is 21% of the total profit amount. Over Rs. 50 plus of profit amount the commission charges will be 19% of the total profit amount.

All kinds of commission models are designed as per the requirement of the clients. Apart from commission or management charges, as other charges like- upfront fees, depository fees, custodian charges, exit load charges and brokerage fees are also charged by the PMS house. All these charges are discussed below in detail.


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Narnolia PMS Charges

The table given below is providing entire details about the Narnolia Portfolio Management Service charges.

Charges
Management FeesAs per commission model
Upfront Fees0.5% – 0.8% of Asset Value
Brokerage Charges0.005% – 0.02% of Total Transaction Value
Custodian Charges0.1% – 0.3% of Asset Value
Depository Charges0.1% – 0.1.5% of Asset Value
Exit Load – within 12 months0.7% – 1.2% of Withdrawal Value
Exit Load – post 12 monthsFree

The quick list of charges levied by the Narnolia PMS is as follows-

  • Management Charges- The management charges are usually charges levied according to the commission model chosen by the client and the PMS team.
  • Upfront Charges- Upfront charges are also levied by the PMS house. This kind of charges is like prepaid charges. Such charges range between 0.5% to 0.8% of the total asset value.
  • Brokerage Charges- The PMS house also charge some brokerage fees from all its clients. It is between the range of 0.005% to 0.02% of the total transaction value.
  • Custodian Charges- Custodian charges are charged by the company as per the total asset value. These charges are between the range of 0.1% to 0.3% of the total asset value.
  • Depository Charges- Depository charges are charged between 0.1% to 0.15% of the total asset value.
  • Exit Load Charges- exit load charges levied by the Narnolia PMS house relying on the client’s withdrawal time and withdrawal transaction amount. If the withdrawal is done within 12 months then the management fees will be around 0.7% – 1.2% of the total withdrawal value. If the withdrawal takes place post 12 months then no commission charges are levied by the company.

Narnolia PMS Benefits

The table given below is providing details about the benefits or advantages associated with Narnolia PMS.

Benefits / Advantages
Top-up FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes

Here is the list of several benefits of Narnolia portfolio management service are as follows-

  • The Narnolia Portfolio Management Service providing company is normally good at offering convenient services to all the customers such as a top-up facility for the client’s satisfaction.
  • The PMS house also offers a sort of back office login facility for the huge satisfaction of the clients. With this facility, clients can have a detailed view and reports of their investment portfolio.
  • It also provides email and SMS update facility to all the clients so that they can check for the transactions happening in their portfolio account.
  • The Narnolia portfolio management service company also provide flexibility to the existing clients. Such as flexibility in commission models as well as investment plans. The company basically avail all ranges of investment plans for the huge convenience and satisfaction of clients.
  • The company is holding massive experience in the field of portfolio management service sector.

Narnolia PMS Customer Care

The table given below is providing a better understanding of Customer Support.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportYes
Relationship Manager SupportYes
Call to Fund ManagerYes – 5 to 7 Times a month
Issue Resolving TAT12 working days

Narnolia PMS Customer care does provide good Customer support to all the clients like direct calling support to immediately solve all the queries. The PMS solution providing company do provide Whatsapp and Email support to their existing clients

Narnolia PMS provide good Relationship Manager Support to the clients as well. With high investment portfolio clients can call to their fund manager 5-7 times a month and with low investment portfolio clients can call to their fund manager 2-3 times a month.

The Issue resolving TAT for Narnolia PMS team is 12 working days.


Narnolia PMS Conclusion

The Narnolia Portfolio Management Service company is the best and renowned company available across the country. It’s various strategies. assist clients to gain healthy and robust returns

Their flexible investment plans, as well as commission plans, do provide a good convenient to all of their clients.

Their support system and services are also well structured and greatly useful. If you are actually interested in beginning with any PMS company the Narnolia PMS should be in your list of opted PMS solutions.


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