The Wealth Company Asset Management Holdings Private, part of the Pantomath Group, secures Sebi's final approval, launching its mutual fund business as The Wealth Company Mutual Fund. Aiming to democratize wealth creation, the company focuses on Tier 3 markets and beyond, leveraging data-driven research and AI insights.
Asset Management Holdings Private, part of the
Pantomath Group, has received final approval from
Sebi to launch its
mutual fund business. With this regulatory milestone, The Wealth Company formally enters the Rs 74.41 trillion mutual fund industry under its new identity: The Wealth Company Mutual Fund.Sebi granted the Certificate of Registration to the company on July 18, enabling it to commence operations as a registered
Asset Management Company (AMC). According to a press release, The Wealth Company Mutual Fund aims to bring a unique proposition to the market—combining the rigorous, bottom-up, data-intensive research methodologies typically seen in private equity with the simplicity and accessibility required by retail investors.
As India’s youngest asset management company (AMC), The Wealth Company Mutual Fund aims to
democratize wealth creation for retail investors across the country, with a strong focus on Tier 3 and beyond markets. These regions have been witnessing burgeoning economic activity and rising surplus incomes—capital that deserves to be channeled into active fund management to participate in the country’s promising development outcomes under the Viksit Bharat agenda.
The AMC will leverage the Pantomath Group’s unique strengths and deep understanding of the investment ecosystem, alongside robust risk management practices.
The fund house will continue to prioritize businesses aligned with India’s macroeconomic priorities, including those contributing to the Make in India mission, sustainable industrial development, and digital transformation. Staying true to its principles, the company will consciously avoid sectors that are environmentally irresponsible or misaligned with the broader vision of inclusive and responsible growth.
This approach is further strengthened by extensive back-testing and AI-powered insights, ensuring investment decisions are rooted in deep analysis and empirical validation.The Wealth Company’s foray into
mutual funds builds upon its remarkable success in the alternate investment space, where it has emerged as one of the fastest-scaling platforms in recent years.According to the press release, the company has, in a short span, built a robust portfolio across equity and structured strategies, attracted marquee investors, and delivered consistent performance. This experience in managing sophisticated investment products has laid a strong foundation for its mutual fund venture—positioning the fund house to offer both innovation and stability from day one.
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The Wealth Company has been a formidable player in the alternate investments space, contributing significantly to the management of over Rs 10,000 crore in client assets under the group’s purview. These assets are spread across four themed Alternate Investment Funds (AIFs), catering to high net-worth individuals (HNIs) across India and global markets.
“Over the years, mutual funds have emerged as the most trusted and optimal investment platform for retail investors. As the country progresses toward its Viksit Bharat agenda, an increasing number of retail investors have an opportunity to play a vital role in nation-building and the wealth creation that will follow,” said Madhu Lunawat, Founder, MD, and CEO of The Wealth Company Asset Management Holdings Private.
She further added, “Our entry into mutual funds is driven by a commitment to bring the same disciplined, data-driven investment philosophy honed in our alternative ventures to a wider audience. We believe in democratizing wealth creation by offering high-quality, outcome-oriented products and by empowering our MFD partners to serve investors effectively, particularly in the promising Tier 3 and beyond markets, in alignment with India's Viksit Bharat agenda.”
