Monarch Networth Capital Limited has raised Rs 100 crore for its first Portfolio Management Services (PMS) offering, the Monarch Wealth Creator Fund, within a few months of launch.

Notably, the entire capital was mobilized through the company’s in-house distribution network, without any external intermediaries—highlighting strong investor trust in its research-driven investment approach.

Strong Performance Since Launch

The fund has delivered a return of +10.72% since inception, significantly outperforming its benchmark, the BSE 500 TRI, which declined by -4.28% during the same period—resulting in an alpha of 15 percentage points.

Investment Strategy

The PMS follows a sector-agnostic strategy focused on fundamentally strong businesses with predictable cash flows, high return ratios, scalable growth, and strong corporate governance. Investments are selected through a rigorous combination of quantitative and qualitative analysis.

Growth Plans Ahead

Building on this momentum, the company is targeting Rs 500 crore in PMS assets under management (AUM) over the next two months, leveraging its direct distribution model, nationwide presence, and growing investor confidence.

Management highlighted that both the rapid fundraise and strong performance validate the firm’s disciplined investment philosophy and position it for further growth in the PMS space.