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.
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Name of the Company has changed from Networth Stock Broking Limited to Monarch Networth Capital Limited upon Certification of Incorporation received from Registrar of Companies, Mumbai vide certificate dated 13th October, 2015.
If you are not satisfied with the resolution provided, you can lodge your complaint online at: https://scores.sebi.gov.in/
In case of grievance client can log on to the SMART ODR Portal, if they are unsatisfied with the response provided by us. Your attention is drawn to the SEBI circular no. SEBI/HO/OIAE/OIAE_IAD-1/P/CIR/2023/131 dated July 31, 2023, on “Online Resolution of Disputes in the Indian Securities Market”.
Purchase of REs only gives buyer the right to participate in the ongoing Rights Issue of the concerned company by making an application with requisite application money or renounce the REs before the issue closes. REs which are neither subscribed by making an application with requisite application money nor renounced, on or before the Issue closing date shall lapse and shall be extinguished after the Issue closing date. Please check your dp account for further details.
Please do not share your online trading password with anyone as this could weaken the security of your account and lead to unauthorized trades or losses.
Monarch Networth Capital Limited (‘MNCL’) | CIN No.: L64990GJ1993PLC120014
Unit No. 803-804A, 8th Floor, X-Change Plaza, Block No. 53, Zone 5, Road-5E, Gift City, Gandhinagar - 382050, Gujarat
Ahmedabad
“Monarch House”, Opp Prahladbhai Patel garden, Near Ishwar Bhuvan, Commerce Six Roads, Navrangpura, Ahmedabad - 380009
Mumbai
Monarch Networth Capital Limited, G Block, Laxmi Tower, B Wing, 4th Floor, Bandra Kurla Complex, Bandra East, Mumbai - 400051.
Email for Grievance: grievances@mnclgroup.com
Investors are requested to note that Stock broker (Monarch Networth Capital Ltd) is permitted to receive money from investors through designated bank accounts only named as Up streaming Client Nodal Bank Account (USCNBA). Stock broker (Monarch Networth Capital Ltd) is also required to disclose these USCNB accounts to Stock Exchange. Hence, you are requested to use following USCNB accounts only (Click to View) for the purpose of dealings in your trading account with us. The details of these USCNB accounts are also displayed by Stock Exchanges on their website under “Know/ Locate your Stock Broker".
Mechanism for addressing grievances and information about SCORES.
Mechanism for addressing grievances and information about SCORES.
Monarch Networth Capital Limited (‘MNCL’) | CIN No.: L64990GJ1993PLC120014
(As per LODR Regulations and Companies Act, 2013)
Contact information of the designated officials of the listed entity who are responsible for assisting and handling investor grievances : Mr. Nitesh Tanwar
Monarch Networth Capital Limited
Unit No. 803-804A, 8th Floor, X-Change Plaza, Block No. 53, Zone 5, Road-5E, Gift City, Gandhinagar - 382050, Gujarat
Ahmedabad
“Monarch House”, Opp Prahladbhai Patel garden, Near Ishwar Bhuvan, Commerce Six Roads, Navrangpura, Ahmedabad – 380009
Mumbai
Monarch Networth Capital Limited, G Block, Laxmi Tower, B Wing, 4th Floor, Bandra Kurla Complex, Bandra East, Mumbai - 400051.
Phone: 022 - 66476400 / 66476405
Email: cs@mnclgroup.com
Email for Grievance: cs@mnclgroup.com
Listing of Equity Shares on Stock Exchange at
BSE
NSE
(Formerly known as Link Intime India Private Limited)
‘Investments in securities market are subject to market risks, read all the related documents carefully before investing.’
