KPI Based SMA Solutions

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KYM & KYC - Compatibility MeetingTo know your manager as we know our clients

  • KYM Presentation: To understand what and how your manager does.
  • KYC based on SDR: To understand what the investor actually does.
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PET Report- Decision MeetingTo arrive at a Performance - Expectations trade off

  • Multiple options across the spectrum of products in terms of risks and returns: 5 Equity, 2 MF and 1 Macro based Special Interest.
  • Suggested Portfolios with quantified expected risks and returns based on logical estimates depending on market visibility from current levels.
  • Cut to fit special situations: Exclusion and Need-based Staggered Investments, Top-Up, Withdrawal & Exit Planning.
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ITC – Alignment MeetingsTo ensure Implementation, Tracking and 3 - way Communications

  • Implentation of the strategy, tracking and rebalancing of expectation & portfolios.
  • Quarterly Communications: Personalized Quarterly Updates on Performance & Market Outlook.
  • As & When: The RIRO Services - Reaching In (Client to SMA Team), Reaching Out (SMA Team to Client)

mySMA

Every Investor has a different Return expectation and many of them also believe that extra return will only come with extra risk. One should always be cautious and check if the extra return is worth the risk taken or if extra returns can be generated even without taking extra risk? With the support of this proprietary tool, we discuss in detail, understand and analyse the expectations vis-à-vis the risk tolerance levels of each investor along-with the risk-return matrix of each investment strategy and provide personalized and customized portfolio solutions to generate superior performance and live upto the satisfaction of our Investors. As Satisfaction is all about Performance over Expectations.

My Risk-Return Comfort Level
RETURN
RISK

Narnolia Financial Services Ltd (Formerly Narnolia Financial Advisors Ltd) SEBI Registration No: INP000006420; ROC CIN: U51909WB1995PLC072876
In case of any queries related to your investments, email Narnolia team at support@myportfoliochef.com or call on 022 62701200

Corporate Office: A- 803, Kanakia Wall Street, 8th Floor, Andheri Kurla Road, Chakala, Andheri East, Mumbai-400 093.

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