Monarch Networth Capital Launches Its First PMS Scheme

Monarch Networth Capital Limited has announced the launch of its first Portfolio Management Services (PMS) scheme, expanding its asset management offerings beyond its existing Alternative Investment Funds (AIFs) that currently manage over ₹1,000.00 crores.

Strategic Expansion into Portfolio Management

The launch of the PMS scheme represents another step in Monarch's transformation journey, complementing its existing verticals in Investment Banking, Institutional Research, and Alternative Investment Funds (AIFs). The company has established a track record in fund management through its three AIFs, which collectively manage over ₹1,000.00 crores of assets while delivering risk-adjusted returns to investors.

Service Offering:	Status
Alternative Investment Funds	3 AIFs managing over ₹1,000.00 crores
Portfolio Management Services	Newly launched maiden scheme
Investment Banking	Established vertical
Institutional Research	Established vertical
Retail Broking	Core business since 1993

Investment Philosophy and Approach

According to Mr. Vaibhav Shah, MD of Monarch Networth Capital Limited, the company's investment philosophy centers on identifying businesses with strong cash flows, high return ratios, efficient capital allocation, and management pedigree. The newly launched PMS scheme will follow a sector-agnostic, stock selection process that leverages the company's research capabilities to identify undervalued companies with growth potential.

Investment Focus:	Details
Methodology	Research-driven and process-oriented
Approach	Sector-agnostic stock selection
Target	Undervalued companies with growth potential
Focus	Sustainable returns and performance

Financial Performance and Growth Trajectory

Monarch Networth Capital has demonstrated significant growth over recent years, showcasing its focus on ethics, innovation, and value creation for stakeholders. The company's financial performance reflects this transformation:

Financial Metric:	FY2019	FY2025	Growth
Profit	₹2.00 crores	₹150.00 crores	7,400.00% increase

Company Background and Services

Founded in 1993 and headquartered in Mumbai, Monarch Networth Capital Limited operates as one of India's financial services firms. The company offers a comprehensive spectrum of investment solutions including Retail Broking, Institutional Research, Investment Banking, Fund Management (AIF & PMS), and Wealth Management. With the launch of its PMS offering, the company continues its evolution into a diversified and research-centric financial institution, further strengthening its footprint in the wealth management and asset management space.

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
0.0%	-4.47%	+0.42%	-18.59%	-35.33%	+281.25%

Monarch Networth Capital has reported another stake increase by its promoter group entity, Monarch Infrapark Private Limited. According to the latest regulatory filing dated January 1, 2026, the promoter entity acquired additional shares through open market transactions on December 31, 2025, further strengthening its position in the company.

Latest Transaction Details

The regulatory disclosure under SEBI (Substantial Acquisition of Shares and Takeovers) Regulations 2011 reveals the specifics of this recent acquisition:

Aspect:	Details
Acquirer:	Monarch Infrapark Private Limited
Target Company:	Monarch Networth Capital Ltd
Transaction Date:	December 31, 2025
Transaction Type:	Open market purchase
Shares Acquired:	95,656 shares
Previous Holding:	45,35,045 shares (5.72%)
New Holding:	46,30,701 shares (5.84%)
Total Equity Share Capital:	7,92,68,338 shares

Regulatory Compliance

The transaction was disclosed under Regulation 29(2) of SEBI (Substantial Acquisition of Shares and Takeovers) Regulations 2011. The disclosure was filed with both BSE and NSE on January 1, 2026, ensuring compliance with regulatory requirements for substantial acquisition reporting. The filing was signed by Bankim Shah, Director of Monarch Infrapark Private Limited.

Shareholding Structure Impact

This acquisition represents another incremental increase in the promoter group's stake in Monarch Networth Capital. The promoter entity has now increased its holding by 0.12 percentage points in this latest transaction, demonstrating continued confidence in the company through sustained open market purchases.

Market Context

Monarch Networth Capital operates in the stock/commodity brokers sector and is classified as a small-cap company with a market capitalization of ₹2,408.57 crores. The promoter group's consistent decision to increase their stake through open market transactions reflects the management's ongoing confidence in the company's business prospects and growth potential.