Monarch Networth Capital Raises Rs 100 Crore for Its Maiden PMS

Monarch Networth Capital Limited (BSE: 511551 | NSE: MONARCH), one of India's fastest-growing integrated financial services companies, today announced that it has successfully raised Rs 100 crore for its maiden Portfolio Management Services (PMS) scheme , the Monarch Wealth Creator Fund - within just a few months of its launch.

What makes this milestone particularly significant is that the entire Rs 100 crore has been raised exclusively through Monarch's direct distribution network, without the involvement of any external market intermediary or third party distributor. This is a powerful testament to the trust that Monarch's existing clients and investors place in the Company's research capabilities and investment philosophy.

EXCEPTIONAL PERFORMANCE SINCE INCEPTION

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 by 15% (Alpha Generated).

While the broader markets, as represented by the BSE 500 TRI, delivered a negative return of -4.28% during this period, the Monarch Wealth Creator Fund generated a positive return of +10.72%, resulting in an alpha of 15.0 percentage points over the benchmark. This performance underscores the strength of Monarch's research driven, fundamentals first investment process.

RESEARCH-DRIVEN INVESTMENT PHILOSOPHY

This outperformance is a direct outcome of Monarch's deeply intensive and process oriented approach of stock selection. 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.

Every investment undergoes a rigorous multi layered screening process that combines quantitative financial analysis with qualitative business and management evaluation. This disciplined approach has enabled the fund to navigate challenging market conditions while generating meaningful alpha for its investors.

GROWTH ROADMAP - Rs 500 CRORE AUM TARGET

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 is confident that the combination of its proven research capabilities, growing client trust, and the compelling performance track record will continue to attract quality investors to the platform.

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.

Commenting on the milestone, Mr. Vaibhav Shah, Managing Director, Monarch Networth Capital Ltd., said: "Reaching Rs 100 crore in our maiden PMS within just a few months and doing so entirely through our own direct network without any external intermediary is a validation of the trust our clients place in Monarch's research and investment capabilities. But what is even more gratifying is the performance we have been able to deliver. A 15.0% outperformance over the BSE 500 TRI in such a short period, in what has been a challenging market for most investors, speaks to the strength and discipline of our investment process.

We are now setting our sights on Rs 500 crore in PMS AUM over the next two months. 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."

Shares of Monarch Networth Capital Ltd was last trading in BSE at Rs. 294.70 as compared to the previous close of Rs. 293.75. The total number of shares traded during the day was 1381 in over 90 trades.

The stock hit an intraday high of Rs. 296.05 and intraday low of 291.45. The net turnover during the day was Rs. 406164.00.

Source : Equity Bulls

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MonarchNetworthCapital INE903D01011 FinancialServices PMS Milestone INR100Crore