As portfolios grow larger, investing becomes less about picking next trending stock. But it becomes more about managing risk, mastering investor psychology and allocating capital wisely. For investors who have moved beyond basic mutual fund investing, Portfolio Management Services in India become the next logical step towards a more personalised, disciplined, and professionally driven approach to wealth creation.
In this blog, we’ll understand what are PMS Services in India and all the related details you should know.
Portfolio Management Services are investment services offered by SEBI-registered portfolio managers who manage investor’s funds based on a clearly defined strategy and investment philosophy. Unlike mutual funds, where money is pooled, PMS investments are maintained in the investor’s own demat and trading account.
This structure ensures transparency, accountability and clarity on every transaction. As per SEBI regulations, minimum investment required for PMS services in India is ₹50 lakh. This threshold is intentionally high, as PMS is meant for informed investors who understand market risks and can stay invested through cycles.
That’s why PMS is best suited for high-net-worth individuals. It offers personalised portfolios, direct ownership of stocks and active management by experienced fund managers.
Once an investor is onboarded, the portfolio manager designs a customised investment strategy based on the investor’s risk profile, investment horizon and financial goals. The portfolio may include equities, debt instruments, or a combination of both. Successful managers often employ a mix of fundamental and technical analysis to construct these resilient portfolios.
All buying and selling decisions are executed directly in the investor’s demat account. Investors receive comprehensive research reports covering portfolio holdings, performance and the rationale behind decisions. This is one of the main reasons many investors prefer portfolio management services in India over traditional products once their capital base increases.
Most portfolio management companies in India offer three types of PMS structures.
For those seeking even more sophisticated vehicles, comparing PMS with Alternative Investment Funds (AIFs) can also provide clarity on the best structure for high-capital deployment.
Here is what an investor should evaluate when considering the top portfolio management companies in India:
This is why investors looking for portfolio management services in Mumbai look beyond returns and focus on process, alignment and consistency.
By opting for top portfolio management services in India, investors receive:
Name of Portfolio Manager: Monarch Networth Capital Limited ("MNCL")
SEBI Portfolio Manager Registration No.: INP000006059
Registered Office Address: Unit No. 803-804A, 8th Floor, X-Change Plaza, Block No. 53, Zone 5, Road-5E, Gift City, Gandhinagar, Gujarat, 382050
Principal Place of Business: 301-302, 3rd Floor, Arunachal Building, Barakhamba Road, New Delhi - 110001
Disclaimer:
The information provided herein should be used for information purposes only. It is subject to change without notice and should not be taken as advice.
Investing in securities including equities and derivatives involves certain risks and considerations associated generally with making investments in securities. The value of the portfolio investments may be affected generally by factors affecting financial markets, such as price and volume, volatility in interest rates, currency exchange rates, changes in regulatory and administrative policies of the Government or any other appropriate authority (including tax laws) or other political and economic developments. Consequently, there can be no assurance that the objective of the Portfolio would achieve. The value of the portfolios may fluctuate and can go up or down. Prospective investors are advised to carefully review and read the Disclosure Document, Client Agreement, and other related documents carefully and in its entirety and consult their legal, tax and financial advisors to determine possible legal, tax and financial or any other consequences of investing under the Portfolio Management Services, before making an investment decision.
The composition of the portfolio is subject to changes within the provisions of the disclosure document. The benchmark of the portfolios can be changed from time to time in the future. Past performance of the portfolio manager does not indicate the future performance for any of the strategies. The recipient should take this into account before investing in securities through Portfolio Management Services (PMS) or any other mode.
This material is not for public distribution and has been furnished solely for information and must not be reproduced or redistributed to any other person. Persons into whose possession this material may come are required to observe said restrictions. No part of this material may be duplicated in any form and/or redistributed without MNCL's prior written consent. Distribution Restrictions – This material should not be circulated in countries where restrictions exist on soliciting business from potential clients residing in such countries. Recipients of this material should inform themselves about and observe any such restrictions.
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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/link
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”.
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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.
Monarch Networth Capital IFSC Private Limited (Wholly owned subsidiary of Monarch Networth Capital Limited) is a Registered Fund Management Entity (Retail) having Registration No: IFSCA/FME/III/2025-26/169. Monarch India Growth Fund will be an open-ended Restricted Scheme (Non-Retail) construed as a Category III AIF under the IFSCA (Fund Management) Regulations, 2025. Monarch AIF is a Category III AIF having SEBI Registration No. IN/AIF3/20-21/0787. This material is for informational purposes only and is not intended as an offer or solicitation or investment advice to buy or sell securities. Investments are subject to market risks. The offering is made only through official scheme documents to eligible investors under GIFT IFSC regulations. Investors should read all documents carefully and consult their advisors before investing.
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)
For any queries related to broking please contact helpdesk@mnclgroup.com.
‘Investments in securities market are subject to market risks, read all the related documents carefully before investing.’
