New Age of Investment Products vetted by MOFSL framework for Distribution

About IAP

Intelligent Advisory Portfolios (IAP) are third party products which are
offered by
SEBI Registered Investment Advisors(RIA).
 About IAP

• Pre-packaged equity portfolios offered by Registered Investment Advisors

(RIA)

• Range of Product offering to suit all customer profile.

• 100% Automated advice by RIAs & Online Investment process.

• 24X7 portfolio monitoring basis product Rules

• Real time portfolio tracking for clients

RENOWNED RIAs

NARNOLIA ABAKKUS ASSET RENAISSANCE

INVESTMENT MANAGER LLP INVESTMENT
ADVISORS PVT LTD. MANAGERS PVT. LTD.

VIVEKAM FINANCIAL
SERVICES PVT LTD.
 NS MID &
ZODIAC
SMALLCAP

PRIME NS 5Tx5T

ABAKKUS
NS INDUSRTY
SMART
CHAMPS
FLEXICAP

ALPHA
BLUECHIP
Renaissance Smart Tech Private Limited

Founded by Mr. Pankaj Murarka – who has over 21 years of

experience in Equity Research & Fund Management with
credible track record of performance

Mr. Murarka was associated with Axis Mutual Fund as the Chief Investment
Officer (CIO) managing over $2bn in Indian Equities. He was part of the team
that set up Axis Mutual Fund in 2009 and over the years built it into one of the
leading AMC in India on back of excellent investment performance
FUNDAMENTAL RESEARCH

ALPHA BLUECHIP
MODERATE

Investment Advisory Service offered by : Renaissance Smart Tech Private Limited:

Registration No : INA000016436
Identify “Business Leaders”

Companies with Duopoly Selection of companies Leader in Emerging

1 2 3
Markets and Expanding with robust growth Industry
Portfolio

Superior Management or
4 Economic Value
5 Strategy Change
Alpha Bluechip: Investment Process & Portfolio
construct

UNIVERSE PROCESS STRATGEY: SQGARP

Defined investment
Portfolio Construction based on best ideas on • Sustainable & Quality Growth
universe to include + bottoms up basis + • Sustainable Competitive Edge
companies with good
• Reasonable Price
quality businesses, strong
Zero tolerance to minimize • Bottom up stock picking
track record and
Price/Volatility/Liquidity & Quality risk
corporate governance

Focused on investing into Quality business that can deliver sustainable high growth over medium
term to long term.

Be selective in cyclical business

Moderate Risk Equity Portfolio

Formidable
Strong Financial Strong Business
Competitive Edge
Trends Moat

Focused Multi Cap Low Mortality

Portfolio of 15-20 Portfolio
Stocks
ALPHA BLUECHIP: REBALANCE CRITERIA

• Long term growth becomes questionable

• Overexposure in a particular company/sector
• Structural change in the business model of the company
• Change in outlook on some sector/stocks
 Alpha Bluechip: Illustration
SECTOR DISTRIBUTION

Telecom Automobile

Pharma 7% 6%
14% Banking
24%
IT 4%
5%
Entertainment 9%
12%
7% 11%
Consumer Capital Goods
Services 1

Consumer Construction
Durables

The securities quoted are exemplary and are not recommendatory

VIVEKAM FINANCIAL SERVICES

• Vivekam Financial Services Pvt Ltd was set

up in 2010 offers investment advisory
products for every type of investor.

• Serving 36,000+ clients directly and through

collaborations with brokerages

• Vivekam products are strictly rule based and

logic is driven by these triggers. Discipline is
key in investments.
FUNDAMENTAL RESEARCH

PRIME
MODERATE

Investment Advisory Service offered by : Vivekam Financial Services Pvt Ltd.

Registration no: INA200000316,
Investment framework

Track data across 30 Quantitative screeners

different sectors/sub- across various accounting,
sectors growth, valuation & return
ratio parameters

Detailed balance sheet, Real time news, trackers of

Income-statement, companies, earnings and
Cash flow statement & other market participants
Con-call analysis
PRIME : A unique Combination

Tactical Picks
Long Term compounders
Stocks which can become relevant
Stocks which have a proven track record + based on any triggers including a
of profits over 3-5 years, meaningful
change in government policy,
growth triggers & beaten down stocks
with favorable risk reward industry consolidation and company
specific opportunities

Time Horizon: 12-18 months Time Horizon: 3-6 months

Rebalancing Criteria
• Investment thesis is no longer valid due to
● Entry of a large competitor into the sector
● Change in company's capital allocation policy
● Entry into an unrelated industry
● Major management overhaul

• Substantially better risk/reward opportunity based on growth prospects ,

capital allocation policies or any alternate sector with tailwinds

• When the initial hypothesis, with which RIA had bought the stock, has run its
due course

• Fall in stock price since included (with RIA Overlay).

PRIME : Illustration
SECTOR DISTRIBUTION

Construction -
Real Estate Diversified
Banking 5% 12% Engineering -
20% 7% Construction
6% Fertilizers

11%
11%
Automobiles
6% 7%
10% 5% Finance

Power Hospital & Healthcare Services

IT
Generation/Distribution Hotel, Resort & Restaurants

The securities quoted are exemplary and are not recommendatory

FUNDAMENTALS SCREENING COMBINED WITH QUANT MODEL

MODERATE

Investment Advisory Service offered by : Vivekam Financial Services Pvt Ltd.

Registration no: INA200000316
Zodiac : Combination of Strong fundamental screening aided by
Quant Model

Research Sector Preference Financial Analysis Quantitative Trend

Fundamental + Sectors which can do + Growth In EPS, ROE & + ETP, Momentum &
Screening Model well or underperform other Parameters Volatity parameters

Core Fundamental screening combined with Quant Model for Decision making to avoid Human Bias
Zodiac : Core Strategy & Risk Management

OBJECTIVE STRATEGY RISK MANAGEMENT

Strategy to Invest in best SECTOR : Max 25% , Max 3

+ opportunities with Dynamic + stocks, Min 5 sectors
Investing in Nifty50 method to Identify 12 stocks on
Companies daily basis. In case Nifty stock
doesn’t show opportunity, Money STOCKS : 8.33% per stock , Equal
will be Invested in Nifty Bees. Weightage
Zodiac : Active Management

Each Portfolio is actively monitored & rebalanced

When Potential If Stock is excluded Nifty Bees will be Stock Price corrects
upside in stock is from Nifty Index switched when a new by more than RIAs
achieved Stock opportunity with tolerance levels
potential is identified
ZODIAC : Illustration
SECTOR DISTRIBUTION

Telecom
Pharmaceuticals Banking & Finance
8%
8%
33%
17%

IT

17% 17%

FMCG Automobile

The securities quoted are exemplary and are not recommendatory

FOR PRIVATE CIRCULATION ONLY
 ABAKKUS ASSET MANAGER LLP
• Former CIO Equities of
Reliance Nippon Life Asset
Management (now Nippon
Life India Asset Management
overseeing ~USD 11 billion of
equity assets

• First Indian to be appointed on

the Global Board of CFA
institute, USA (2013-2019)

• Ex-Honorary Chairman of Investment Committee of CFA Institute

(2018-2019)

• Currently appointed on the IFRS Capital Markets Advisory

Committee (CMAC) and the only member from India to be
appointed for the same (2020-2023)

• Rated as among the best fund managers (Rated best Fund Manager
by Outlook Business in 2016 & 2017 over 10-year time frame)

• CA & CFA Charter Holder

 FUNDAMENTAL RESEARCH

ABAKKUS FLEXI CAP

AGGRESSIVE

Investment Advisory Service offered by : Abakkus Asset Manager LLP : Registration No :

INA000015729.
Abakkus Smart Flexi Cap : Core Strategy & Risk
Management

OBJECTIVE STRATEGY RISK MANAGEMENT

To invest in up to Identifying stocks through various Diversified Portfolio of up to 25

25 stocks + filters based on management + companies with Risk
predominantly quality, corporate governance, management (Single stock
within top 250 sector headwinds and In-depth exposure ideally less than 10%)
companies by research and bottom up and max sector exposure at 30%
market cap fundamental approach
Abakkus Smart Flexi Cap : MEETS FRAMEWORK
Abakkus Smart Flexi Cap : : Illustration
SECTOR DISTRIBUTION

Pharmaceutical
Finance Engineering s
Chemicals
Liquidbees 7% 5% 5% 5% Cement
7% 5%
Metal 7% Diversified
5%
5%
10% 8%
4% Cables
IT 10% 4% Oil & Gas
3% 3% 3% 4%
4% Engines

Banking Logistics
Telecom
Entertainment Heavy Eletrical Automobile Breweries &
Equipment Distilleries

The securities quoted are exemplary and are not recommendatory

FOR PRIVATE CIRCULATION ONLY

NARNOLIA INVESTMENT ADVISORS
• India’s Oldest Investment Advisory Product Manufacturer with a track
record of 18 yrs. of Research & 12 yrs. of Real-Time Performance.
• Under the leadership of Mr.Shailendra Kumar, Narnolia has been
recognized as the ‘2nd Largest RIA of the Country
• Industry Leading Performance: 4 Star Rating, Rank 2 by CRISIL for 2020-21
& Best PMS on 5 year Performance across all Categories: Rank 2 from IIM -
Ahmedabad.
 NS Mid & Small cap AGGRESSIVE

NS 5Tx5T AGGRESSIVE

NS Industry Champ CONSERVATIVE

Bottom up stock research with M5 Framework

Investment Advisory Service offered by Narnolia Investment Advisors Pvt Ltd.

Registration No : INA300005439
Good Business : Growth in value & principle of Linearity

Trading & Events

Valuation
Momentum

QARP GARP

Mean Reversion

Growth

Business Opportunity

Growth in Value - ❖ Mid Improvement Phase to Mid Story Zone

Quality Our Investing Style phase favors ‘Growth In Value’ Style of
Management & Div. Investing.
❖ 2021 to 2024 should favor this style similar
to 2014 -2016.
Investment Decisions : M5 Research framework that
connects macro seamlessly with Micro
Multiples
M5 Valuation Envelope Equation

Modeled Headline Financial Numbers

M4 PL. BS, CF, Schedule

Business & Financial Moat

M3 Sources of earnings quality

M2 Management Strategy
Finance, HR, Product, Pricing, Supply Chain

M1 Market
Addressable Market & it’s changing dynamics
4 Pillars of Risk Management framework
01 STOCK LIMIT
Limits on Maximum weightage on single stock 02 SECTOR LIMIT
Limits on Maximum weightage on single sector

FUNDAMENTAL QUADRANT – Q G V
03 STOCK REVIEW
04

All kinds of market move in alternate swings – Whether Bull, Bear or Attribute Quadrant 1 Quadrant 2 Quadrant 3 Quadrant 4
Sideways
Quality Low Average Good Very Good
If any of portfolio stocks underperforms for two consecutive swings Growth Poor Average Good Very Good
and exhibits higher volatility, that stock gets market for SELL
Valuation 1st Quartile 2nd Quartile 3rd Quartile 4th Quartile

All kinds of market move in alternate swings - whether Bull, Bear or Sideways
NS MID & SMALLCAP

OBJECTIVE STRATEGY PROCESS : Fundamental Bottom -

Up Research
Investing in smaller Active investing in Small Cap investment
but Budding + universe by identifying companies with + Information mining, financial
companies of India modeling, investment thesis, active
improving fundamentals. Tactical weight
& rigorous tracking for changes in
allocation under the sub-classes to achieve
earnings & quality outlook.
positive return along with managing the risk.

Most of the multi bagger stock today were small cap few years back. Over the last 2 years, small cap
stocks have seen sharp fall owing to credit squeeze, demand slowdown and over ownership during
2017. Small cap theme portfolio is not meant as core portfolio for an investor but some tactical
allocation by investors in small cap theme can be highly valuable. Small Cap Companies have potential to
perform well in cycles.
 NS MID & SMALLCAP : Key Features
o Investment in high risk but high gain
Mid & Small Cap stocks are usually high risk high gain opportunities

o Cap Risk:
The model portfolio carries cap risk as it is exposed primarily to the small capitalization stocks.

o Benchmarking:
The model portfolio will be benchmarked against the Nifty Mid & Small Cap 400 Index.

o The portfolio:
The portfolio will consist of 20 -30 stocks.

o Growth in Value Framework

Companies that have improving/higher Risk reward ratio are favored.

o Bottom Up Analysis: A rigorous bottom up research of business financials and management strategies
is carried out for all portfolio companies.
NS MID & SMALLCAP : Illustration
NS Mid and Small Cap Portfolio
AIAENG Industrial 6%

NH Consumers 6%

IDFCFIRSTB Financials 6%

ICICIGI Financials 5%
PORTFOLIO ATTRIBUTES
CUMMINSIND Industrial 5%
No of Stocks 25
BALKRISIND Consumers 5% % Assets in top 10 holdings 52%
% Assets in Next 5 holdings 19%
ZYDUSWELL Consumers 5%

CANBK Financials 5%

ACE Industrial 4%

MOLDTKPAC Industrial 4%

AIAENG Industrial 6%

The securities quoted are exemplary and are not recommendatory

NS 5Tx5T

OBJECTIVE STRATEGY PROCESS : Fundamental Bottom -

Up Research
.
The portfolio provides + This strategy focuses on themes that + Information mining, financial
a unique theme-based should form part of India’s next growth modeling, investment thesis, active
investing opportunity engine. The portfolio comprises stocks
& rigorous tracking for changes in
in the Indian market from 5(4-6) different themes.
earnings & quality outlook.

As India approaches to become $5trillion economy by GDP, the total Market Cap of Indian companies will
also set to increase by 11-12% CAGR. Some of the market cap gains will come from new listings but a
large part of the gains will come from select themes
 NS 5Tx5T: Key Features
o Investment in Themes:
Based on Macro View and Risk Rewards availability among various themes

o Cap Risk:
The universe consists of stocks from all three cap: large, mid and small

o Benchmarking:
The model portfolio will be benchmarked against the Nifty 500

o The portfolio:
The portfolio will consist of 15 -20 stocks.

o Growth in Value Framework

Companies that have improving/higher Risk reward ratio are favored.

o Bottom Up Analysis: A rigorous bottom up research of business financials and management strategies
is carried out for all portfolio companies.
NS 5Tx5T : Illustration
NS 5Tx5T Portfolio
STOCK Themes WEIGHT

ICICIBANK Financials 11%

SBIN Financials 11%

TCS Global 10%

PORTFOLIO ATTRIBUTES
BRITANNIA Consumers 8%
No of Stocks 16
SBILIFE Financials 8% % Assets in top 10 holdings 78%
% Assets in Next 5 holdings 19%
DMART Consumers 7%

HDFCBANK Financials 7%

NH Consumers 6%

ACE Industrial 5%

CONCOR Industrial 5%

The securities quoted are exemplary and are not recommendatory

NS INDUSTRY CHAMP

OBJECTIVE STRATEGY PROCESS : Fundamental Bottom -

Up Research
Investing in companies Identify companies which are
that are top-3 players of + leaders of their respective industry + Information mining, financial modeling,
their respective industry investment thesis, active & rigorous
& are showing Growth in value
tracking for changes in earnings &
characteristics with expected
quality outlook.
higher return ratio

Companies with a track record of industry outperformance, effective leadership

and efficient management usually find themselves as the industry leaders. In an uncertain
economic environment these are the preferred companies to Invest as these companies are run
by proven management and leadership team than can navigate difficult times.
 NS INDUSTRY CHAMP : Key Features
o Investment in the Industry Leaders
Investment in the industry leader ensures good governance and continuous innovation in the management

o Cap Risk:
The model portfolio will have exposure to leaders of the segment which comprise of mostly large cap stocks

o Benchmarking:
The model portfolio will be benchmarked against the Nifty Large & Mid 250

o The portfolio:
The portfolio will consist of 12-18 stocks.

o Growth in Value Framework

Companies that have improving/higher return ratio are favored.

o Bottom Up Analysis: A rigorous bottom up research of business financials and management strategies
is carried out for all portfolio companies.
NS Industry champ :Illustration
NS INDUSTRY CHAMP PORTFOLIO

STOCK SECTOR WEIGHT

ICICIBANK Financials 11%

BHARTIARTL Industrial 9%

LT Industrial 9%
Portfolio Attributes
TCS Global 8% No of Stocks 17
% Assets in top 10 holdings 77%
HDFCBANK Financials 8% % Assets in Next 5 holdings 19%

SBIN Financials 7%

RELIANCE Industrial 7%

CUMMINSIND Industrial 6%

M&M Consumers 6%

AXISBANK Financials 6%
The securities quoted are exemplary and are not recommendatory
 IAP : Product Performance
Abakkus NIFTY
NIFTY MID NS
ALPHA Smart NS MID & LARGE
NIFTY 200 PRIME NIFTY 200 ZODIAC NIFTY 50 NIFTY200** SMALL CAP NS 5Tx5T NIFTY 500 INDUSTRY
BLUECHIP Flexicap SMLLCAP MIDCAP
400 CHAMPS
Portfolio** 250

Jan-23 -2.6 -3.5 0.88 -3.48 -3.92 -2.45 0.3 -3.5 -1.9 -2.4 -3.7 -3.3 -3.2 -3

3M -3.9 -3.4 4.09 -3.38 -5.82 -1.94 3.4 -3.4 -5.7 -1.9 -5 -3.2 -3.5 -2.9

6M 7.1 1.5 11.39 1.48 -0.67 2.94 11.6 1.5 -0.8 4.2 -0.2 1.8 3.2 2.4

1 Yr. 10 0.5 -1.7 0.47 2.06 1.86 4.6 0.5 -11.4 -0.7 -8.8 0.1 -1.9 1

LTD 23.9 9.8 16.87 8.62 9.51 7.74 14.8 6.7 37.8 42.3 10.6 10.5 30.7 35.3

Launch
Apr-21 Feb-21 Jul-21 Jun-22 Apr-20 Apr-21 Apr-20
Date

Risk Moderate Moderate Moderate Aggressive Aggressive Aggressive Conservative

Model Portfolio Performance as on 31st Jan 2023 (Lumpsum), computed from launch date. Clients Actual Portfolio Stocks / Returns May Vary
depending on their entry date. Returns < 1 year are absolute returns, & Returns >1 year are CAGR returns. Past returns are not indicative of
future performance.

**Abakkus portfolio is benchmark agnostic. The Benchmark performance shown here is only for illustration purposes and not for any
comparison. The performance is computed from RIAs product launch date of 1st July 2021
Subscription Model, Fees & charges

Upfront Subscription
• Fees : 2% p.a (Chargeable Half yearly on AUA at 1% )
• Fees Abakkus : 2.5% p.a (Chargeable Half yearly at 1.25% for 6 months
on daily average AUA)
• Brokerage : 0.50%
• Breakage Fees : NIL
• Withdrawal : Full & Partial
Investment Mode offered by RIAs

LUMP SUM
Option : One Time Investment
Min Amount : 1 lakh – 5 lakhs (Product chosen)
Top Up : Min Rs. 50000 & in multiples of Rs. 1000
Subscription mode : Upfront Subscription

SIP
Option : Systematic investment on Dates (1,8,18,22)
Min Amount : Rs.25000 ( Not Available for few products)
Top Up : Investment will be done in LUMP SUM MODE
Subscription mode : Upfront Subscription
 Products (Summary)
ABAKKUS SMART NS INDUSTRY
PRODUCT NS 5Tx5T NS MID & SMALL CAP PRIME ZODIAC ALPHA BLUECHIP
FLEXICAP CHAMPS
MIN INVESTMENT 5,000,00 5,00,000 2,50,000 2,50,000 1,00,000 2,50,000 2,50,000

TOP UP (Rs) 80,000 100000 50,000 50,000 50,000 1,00,000 1,00,000

SIP OPTION NO 25,000 25,000 25,000 NO NO NO
RISK CATEGORY Aggressive Conservative Moderate

BENCHMARK Benchmark Agnostic NIFTY 500 NIFTY SMALLCAP 400 NIFTY LARGE MID 250 NIFTY 200 NIFTY 50 NIFTY 200
INVESTMENT
MULTICAP MULTICAP MID & SMALL CAP MULTICAP MULTICAP LARGECAP MULTICAP
UNIVERSE
STOCK SELECTION FUNDAMENTAL &
FUNDAMENTAL FUNDAMENTAL FUNDAMENTAL
METHODOLGY QUANTITATIVE

RENAISSANCE SMART
ABAKKUS ASSET
RIA NARNOLIA INVESTMENT ADVISORS PVT LTD. VIVEKAM FINANCIAL SERVICES PVT LTD. TECH PRIVATE
MANAGER LLP
LIMITED

2.5% p.a (Half yearly 2% P.A.

at 1.25% for 6 (CHARGEABLE HALF
SUBSCRIPTION MODE 2% p.a (Half yearly at 1% for 6 months on daily average AUA)
months on daily YEARLY at 1% ON
average AUA) AUA)
IAP INFOHUB

IAP INFOHUB
ONE STOP SHOP
FOR ALL INFORMATION
[email protected]
022 - 62379016
 Thank You
Motilal Oswal Financial Services Limited (MOFSL)* Member of NSE, BSE, MCX, NCDEX CIN No.: L67190MH2005PLC153397 Registered Office Address: Motilal
Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai-400025; Tel No.: 022-71934263; Website www.motilaloswal.com.
Correspondence Office Address: Palm Spring Centre, 2nd Floor, Palm Court Complex, New Link Road, Malad (West), Mumbai- 400 064. Tel No: 022 7188
1000. Registration Nos.: Motilal Oswal Financial Services Limited (MOFSL)*: INZ000158836. (BSE/NSE/MCX/NCDEX); CDSL and NSDL: IN-DP-16-2015;
Research Analyst: INH000000412. AMFI: ARN - 146822; Investment Adviser: INA000007100; Insurance Corporate Agent: CA0579. Motilal Oswal Asset
Management Company Ltd. (MOAMC): PMS (Registration No.: INP000000670); PMS and Mutual Funds are offered through MOAMC which is group
company of MOFSL. Motilal Oswal Wealth Management Ltd. (MOWML): PMS (Registration No.: INP000004409) is offered through MOWML, which is a group
company of MOFSL. • Motilal Oswal Financial Services Limited is a distributor of Mutual Funds, PMS, Fixed Deposit, Bond, NCDs, Insurance Products ,
Investment advisor and IPOs.etc • Real Estate is offered through Motilal Oswal Real Estate Investment Advisors II Pvt. Ltd. which is a group company of
MOFSL. • Private Equity is offered through Motilal Oswal Private Equity Investment Advisors Pvt. Ltd which is a group company of MOFSL. • Research &
Advisory services is backed by proper research. Please read the Risk Disclosure Document prescribed by the Stock Exchanges carefully before investing.
There is no assurance or guarantee of the returns. PMS is not offered in Commodity Derivatives segment. Details of Compliance Officer: Name: Neeraj
Agarwal, Email ID: [email protected], Contact No.:022-71881085. *MOSL has been amalgamated with Motilal Oswal Financial Services Limited (MOFSL)
w.e.f August 21, 2018 pursuant to order dated July 30, 2018 issued by Hon'ble National Company Law Tribunal, Mumbai Bench. The securities quoted are
exemplary and are not recommendatory. Brokerage will not exceed SEBI prescribed limit. Customer having any query/feedback/ clarification may write to
[email protected]. In case of grievances for Securities Broking write to [email protected], for DP to [email protected].
Investment in securities market are subject to market risks, read all the related documents carefully before investing

MOFSL is acting as distributor of Investment Advisory services for Vivekam financial services Pvt Ltd. Registration no: INA200000316,
Narnolia Investment Advisors Pvt Ltd Registration no : INA300005439, and Renaissance Smart Tech Private Limited: Registration No :
INA000016436 Abakkus Asset Manager LLP: Registration No : INA000015729. These are not exchange traded products. All disputes
with respect to the distribution activity would not have access to Exchange Investor redressal forum or Arbitration mechanism.
All regulatory disclosure and disclosure document with respect to investment advisor (Abakkus Asset Manager LLP) are available at
https://abakkusinvest.com/regulatory-disclosure/