Monarch Networth Capital Limited raised ₹100 crore for its maiden Portfolio Management Services scheme, the Monarch Wealth Creator Fund, entirely through its own direct distribution network without involving any external intermediary or third-party distributor, the Mumbai-based financial services firm announced on Monday.

The fund has delivered a time-weighted return of 10.72 per cent since inception as of April 24, 2026, against the BSE 500 TRI’s return of negative 4.28 per cent over the comparable period — an outperformance of 15 percentage points.

The fundraise was completed within a few months of the scheme’s launch. The company said the exclusive reliance on its direct network — spanning pan-India branches and institutional relationships — reflects client confidence in its research capabilities.

The fund follows a sector-agnostic strategy, targeting companies with strong and predictable cash flows, high return on capital employed, disciplined capital allocation and sound corporate governance. Each investment goes through a multi-layered screening process combining quantitative financial analysis with qualitative business and management evaluation.

Managing Director Vaibhav Shah said the performance in a difficult market environment validated the firm’s investment process and the trust of its existing client base.

Monarch Networth Capital has now set a target of reaching ₹500 crore in PMS assets under management within the next two months, banking on its performance track record and direct distribution model to attract further investor interest.

The broader Indian equity market has faced headwinds in recent months, with the BSE 500 TRI in negative territory over the fund’s operating period — a backdrop that makes the fund’s positive absolute returns a key part of its investor pitch going forward.

Published on April 27, 2026