Mumbai: The Wealth Company Mutual Fund, the asset management arm of the Pantomath Group, has introduced its first-ever equity scheme, The Wealth Company Flexi Cap Fund, through a New Fund Offering (NFO).
The scheme is designed to leverage opportunities across large, mid, and small-cap segments, combining research-driven investing with a dynamic allocation strategy.
Key Features of The Wealth Company Flexi Cap Fund
- Scheme Name: The Wealth Company Flexi Cap Fund
- Type: Open-ended dynamic equity scheme across market caps
- Benchmark: Nifty 500 TRI
- Risk-o-meter: Very High
- Fund Manager: Aparna Shanker, CIO – Equity, with over 30 years of experience (ex-SBI Mutual Fund)
- NFO Period: Opens September 24, 2025 | Closes October 8, 2025
- Plans/Options: Growth and IDCW
Also Read: The Wealth Company Mutual Fund Targets 45 Per Cent Retail Base from Bharat by 2030
The Wealth Company Mutual Fund emphasized that the The Wealth Company Flexi Cap Fund is built to ensure agility by dynamically shifting allocations based on fundamentals, valuations, and prevailing market conditions.
Investment Philosophy and Strategy
According to Madhu Lunawat, Founder & MD of The Wealth Company Mutual Fund, the fund applies private-equity-style diligence to public markets. “Our goal is to create long-term wealth with conviction, clarity, and accountability. This is not flexibility in name alone—we combine sector and company-level evaluations with dynamic allocation,” she said.
The fund integrates proprietary frameworks CHANGE and EDGE, blending discipline with agility. Aparna Shanker, CIO – Equity, added, “By applying PE-style checks along with systematic research, we aim to deliver consistent returns while managing risk effectively.”
Distinctive Approach of The Wealth Company Flexi Cap Fund
Unlike traditional mutual fund strategies, The Wealth Company applies deeper checks, including:
- Assessment of promoter intent, succession planning, and channel visibility.
- Forensic and legal due diligence for early risk detection.
- Proprietary scoring models combining fundamentals, growth drivers, and quantitative signals.
- Continuous monitoring through dynamic dashboards for proactive decision-making.
Distributor-Centric Model
Debasish Mohanty, Chief Strategy Officer of The Wealth Company Mutual Fund, emphasized the distributor-first model. “Distributors are the backbone of India’s mutual fund industry. We aim to equip them with institutional-quality products supported by strong research and transparent servicing,” he said.
With a network of 450+ franchise partners across 110+ cities, The Wealth Company is strengthening distributor empowerment through training, digital onboarding, and simplified processes.
