Portfolio Management Services - PMS
 

Monarch PMS About Us

 

There are several benefits of investing through Portfolio management services

Benefits of Investing

Our Philosophy: Distinctive Investment Approach

Fund Schemes

Monarch Wealth Creator Fund

Investment Strategy

  • Thematic sub-strategy 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 sub-strategy 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.

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Investor Announcements

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.

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