Monarch PMS – About Us
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.
Investing in PMS
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.
There are several benefits of investing through Portfolio management services
Our Philosophy: Distinctive Investment Approach
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.
Why Monarch
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.
Also, MNCL offers best in class Portfolio Management Services under Monarch PMS at a highly lucrative fee structure:
Direct On-Boarding-PMS
All the clients have an option to invest in products/investment approaches directly, without intermediation of persons engaged in distribution.
Clients can directly approach us by clickingPMS Fee Calculator
 Fee Head |  Management Fee |  Hurdle Rate |  Performance Fee |  Exit Load |
|---|---|---|---|---|
| Year 1 | 1% | 10% | 15% | 0.5% |
| Year 2 | 1% | 10% | 15% | 0.5% |
| Year 3 | 1% | 10% | 15% | NIL |
| Year 4 | 1% | 10% | 15% | NIL |
Fund Schemes
Monarch Wealth Creator Fund
Investment Strategy
Our investment methodology for this fund blends two approaches with a flexible fund allocation under each approach
- Thematic Approach involves identifying the emerging investment themes and choosing the stocks which has the fundamental strength to capitalize on the theme. For Stock selection within a theme we rely on our proprietary framework, which evaluates a company on various parameters like business strength, total addressable market, superior management quality, cash generation capacity, high return ratios and efficient capital allocation. Our framework designates appropriate weight to each fundamental parameters. To further mitigate the portfolio risk, we choose multiple emerging themes across various sectors/Industries, to keep allocation in one stock/sector under check.
- Momentum Approach involves a dynamic fund allocation to stocks that are in momentum or expected to do well because of some corporate actions/ business transformation/ structural changes/ macro-economic environment. We identify the momentum stocks based on both fundamental and quantitative parameters.
Fund Manager Shaukat Ali is an alumnus of NIT Surat, with over 18 years of experience in the field of sector agnostic equity research.
