Monarch Networth Capital raises Rs 100 crore for its maiden PMS scheme

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The Economic Times daily newspaper is available online now. Read Today's Paper Monarch Networth Capital raises Rs 100 crore for its maiden PMS schemeBy Shivendra Kumar, ETMarkets.comLast Updated: Apr 27, 2026, 06:49:00 PM ISTSynopsis

Monarch Networth Capital raised Rs 100 crore for its maiden PMS fund via direct distribution. The fund outperformed its benchmark with strong returns, and the firm now targets Rs 500 crore AUM, backed by a research-driven investment strategy and growth plans.

Monarch Networth Capital on Monday said it has successfully raised Rs 100 crore for Monarch Wealth Creator Fund, its maiden Portfolio Management Services (PMS) scheme.

The financial services company raised the entire Rs 100 crore within months of its launch, exclusively through Monarch's direct distribution network, without involving any external market intermediary or third party distributor, a company release said.

"In a market environment that has tested even the most seasoned investors, the Monarch Wealth Creator Fund has delivered a meaningfully superior performance since inception, significantly outperforming its benchmark," a company statement said.

Monarch PMS TWRR has delivered returns of 10.72% since inception outperforming the BSE 500 TRI TWRR whose returns in the comparable period stand at a negative 4.28%. This implies an outperformance (Alpha Generated) of 15%.

"This performance underscores the strength of Monarch's research driven, fundamentals first investment process," the company release said.

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The PMS follows a sector agnostic investment strategy, anchored in identifying businesses with strong and predictable cash flows, superior return on capital employed, efficient capital allocation, scalable growth potential, and exceptional management quality and corporate governance.

Growth roadmap

Building on the success of this initial mobilization and the strong performance delivered,

Monarch Networth Capital is targeting to raise a total of Rs 500 crore in PMS AUM over the next two months. The company said it is confident it will achieve the target.

The company intends to continue its direct distribution approach, leveraging its pan India branch network, institutional relationships, and the strength of the Monarch brand to drive this next phase of growth, the release said.

Commenting on the milestone, Vaibhav Shah, Managing Director at Monarch Networth Capital said reaching Rs 100 crore in its maiden PMS within just a few months entirely through its own direct network without any external intermediary validates the trust clients place in Monarch's research and investment capabilities.

"The response from investors has been overwhelming, and we are confident that as more investors experience the Monarch approach to wealth creation, our PMS will emerge as one of the most compelling investment propositions in the market today," Shah added.

(Disclaimer: The recommendations, suggestions, views, and opinions given by the experts are their own. These do not represent the views of The Economic Times.)

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