Mumbai: The Wealth Company Mutual Fund, part of the Pantomath Group, has made a record-breaking debut by mobilizing nearly ₹2,000 crore through its four actively managed New Fund Offers (NFOs).
With this achievement, The Wealth Company Mutual Fund joins the elite league of new-age AMCs that have raised ₹2,000 crore or more through actively managed debut NFOs, marking one of the most successful fund launches in the mutual fund industry.
The Wealth Company Mutual Fund Garners ₹1,951 Crore Across India
The Wealth Company Mutual Fund successfully raised ₹1,951 crore from investors across approximately 9,000 pin codes, underscoring its deep retail reach and inclusive, “Bharat-centric” approach.
The AMC simultaneously launched four active schemes – The Wealth Company Flexi Cap Fund, The Wealth Company Ethical Fund, The Wealth Company Arbitrage Fund, and The Wealth Company Liquid Fund – marking a first-of-its-kind debut by a new mutual fund house in India.
Under the leadership of Madhu Lunawat, Founder, Managing Director & CEO, The Wealth Company Mutual Fund has achieved multiple firsts – becoming India’s first woman-founded AMC and the first to launch NFOs via the Open Network for Digital Commerce (ONDC). The AMC’s debut demonstrates strong participation from Tier II and Tier III cities, reinforcing its commitment to democratizing wealth creation.
Fourth AMC Since 2021 to Cross ₹2,000 Crore in Debut Year
According to data from Value Research, only four AMCs since 2021 – including The Wealth Company Mutual Fund – have raised approximately ₹2,000 crore or more in their debut year through actively managed funds.
The milestone positions the AMC as the fourth since 2021 and the second in 2025 to achieve such a feat, highlighting robust investor confidence and strong distributor engagement.
Investor Trust Driven by Bharat-Centric Inclusion
Madhu Lunawat, Founder, MD & CEO of The Wealth Company Mutual Fund, said, “When the real India believes in you, you know you are on the right path. Achieving ₹2,000 crore across four active funds in our debut from 9,000 pin-codes validates the trust from investors, distributors, and partners who share our vision of democratizing wealth creation. The Wealth Company Flexi Cap Fund, one of the most popular equity categories, saw nearly 50% participation from B-30 cities. Our sincere thanks to our distributors for their contribution to this success.”
Adding further, Debasish Mohanty, Chief Strategy Officer, said, “Our debut isn’t just about scale – it’s about substance and trust. From day one, we positioned Wealth Company Mutual Fund as a ‘Distributor-First’ and ‘Bharat-Centric’ AMC focused on meaningful inclusion rather than marketing noise. This milestone is the foundation of a sustainable wealth-creation ecosystem powered by Bharat’s growing financial confidence.”
Despite a 9% decline in industry-wide equity inflows in September 2025, as per AMFI data, The Wealth Company Mutual Fund recorded strong investor interest, underscoring its differentiated positioning and retail trust.
