Monarch Networth Capital Achieves Milestone with ₹100 Crore PMS Fund

Monarch Networth Capital Ltd has successfully raised ₹100 crore for its maiden Portfolio Management Services (PMS) fund, the Monarch Wealth Creator Fund. The entire amount was secured solely through the company's direct distribution network. Since its inception on December 17, 2025, the fund has shown strong performance, delivering an alpha of 15.00% against the BSE 500 TRI benchmark.

The firm has set an ambitious goal to grow its PMS Assets Under Management (AUM) to ₹500 crore within the next two months.

Strategic Importance

This fundraise marks a significant achievement for Monarch Networth Capital's wealth management division, confirming its capacity to launch and manage dedicated investment products. The success of the direct distribution model highlights strong client trust and the firm's effectiveness in reaching investors looking for structured solutions.

About Monarch Networth Capital

Monarch Networth Capital Ltd, a publicly traded financial services firm in India, offers wealth management, stockbroking, investment banking, and corporate finance advisory. The company has been strategically enhancing its wealth management capabilities, with a key focus on developing its direct distribution network to improve client engagement and AUM growth.

Impact of the Fund

The launch and growth of the PMS fund introduces a consistent fee-based revenue stream and will substantially boost the company's overall AUM. The success of the direct distribution network validates its effectiveness for future product launches, while strong performance builds market credibility and attracts more sophisticated investors.

Investment Risks

Investing in securities carries inherent risks, including market fluctuations, interest rate movements, and currency changes. There is no guarantee that the fund's objectives will be met, and portfolio values can decline. Individual investor results may vary based on cash flows and specific portfolio allocations. Past performance by the manager is not indicative of future results.

Competitive Landscape

Monarch Networth Capital enters a competitive market alongside established players like 360 ONE Wealth and Anand Rathi Wealth. These firms manage substantial AUM and are known for performance-driven strategies and extensive client networks, often competing on alpha generation and service breadth.

Performance Snapshot (as of April 24, 2026)

• Monarch Wealth Creator Fund TWRR (Since Inception): +10.72%
• BSE 500 TRI Benchmark TWRR: -4.28%
• Alpha Generated (Dec 17, 2025 - April 24, 2026): +15.00%

Looking Ahead

Investors will be watching progress towards the ₹500 crore AUM target in the coming months. Continued performance of the fund against its benchmark, future fund launches, and management commentary on growth strategies will also be key indicators.