Monarch Portfolio Management Services with SEBI registration no. INP000006059 offers customized investment solution to diverse clients with varied risk appetite through its discretionary portfolio management services. Managed by a team of astute investment managers, Monarch PMS strives to carve a niche in the managed investment services space. Monarch PMS is a part of Monarch Networth Capital (MNCL), a listed diversified financial services company with a market capitalization of over Rs 30bn.
Portfolio Management Services (PMS) is a tailored investment service provided by licensed investment managers, who manages clients’ funds on their behalf. The PMS evaluates risk profile of the individual investors and offer personalized investment strategy, comprising stocks, bonds, mutual funds , and other securities to create wealth for their clients. These services are designed for High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) with a minimum investment of Rs. 50 lakhs . PMS offers the investors an opportunity to benefit from the expertise of certified fund managers to curate portfolios aligned to their investment goals and risk appetite.
Backed by strong research credentials, Monarch PMS focusses on wealth creation for its investors by identifying emerging business themes in India and evaluating the listed companies, which are well placed to capitalize on those themes. We carefully select companies with strong management quality, sustainable business model, excellent corporate governance, good cash flows, high return ratios, superior capital allocation track record etc. With an unwavering focus on delivering robust returns, we prioritize high-quality portfolios and optimum risk management, to ensure the financial success for our investors. Through our customized discretionary portfolios, we offer tailor-made portfolio, suitable for the individuals to meet their investment goals and risk appetite.
Fundamental Research is our Idiosyncrasy - At Monarch PMS, we believe that an in-depth research remains the backbone of long term value creation. A dynamic and granular evaluation of Indian economy allows us to identify themes ahead of evolution. Further, our “Multi-Factor Fundamentals Framework” offers a basis for holistic business evaluation using important fundamental factors/ratios. The proprietary framework gives us the competitive edge to identify the long term value creators within the theme. Our two layered research based approach does not only provide us a strong basis for idea selection but also allows us to evaluate various risks the business faces.
 Fee Head |
 Management Fee |
 Hurdle Rate |
 Performance Fee |
 Exit Load |
|---|---|---|---|---|
| Year 1 | 1% | 12% | 20% | 0.5% |
| Year 2 | 1% | 12% | 20% | 0.5% |
| Year 3 | 1% | 12% | 20% | NIL |
| Year 4 | 1% | 12% | 20% | NIL |
Our investment strategy for this fund blends two strategies with fund allocation upto 60% under each strategy
Fund Manager Shaukat Ali is an alumnus of NIT Surat, with over 18 years of experience in the field of sector agnostic equity research.
Monarch PMS Internal Policies
Connect with Monarch Networth Capital Limited
For inquiries or assistance related to our financial services, feel free to reach out to our dedicated team.
We are committed to providing prompt and reliable support. You can write to us at
reachus@mnclgroup.com
Your financial success is our priority, and we look forward to assisting you in your journey.