Mumbai: The Wealth Company Mutual Fund, part of The Wealth Company Asset Management Holdings under the Pantomath Financial Services Group, has announced the launch of The Wealth Company Multi Asset Allocation Fund.
This true-to-label hybrid fund is positioned as a multi-asset solution combining equity, debt, and commodities. The New Fund Offer (NFO) for The Wealth Company Multi Asset Allocation Fund will open on November 19, 2025, and close on December 3, 2025.
Hybrid Strategy Anchors The Wealth Company Multi Asset Allocation Fund
The Wealth Company Multi Asset Allocation Fund is designed around an active allocation framework integrating metals such as gold and silver for diversification and inflation hedging, fixed-income instruments for potential stability, and equities for long-term wealth creation.
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Each asset class is intended to support distinct functions – growth, potential stability, and risk-adjusted performance – across market cycles.
The Wealth Company Multi Asset Allocation Fund Offers Dynamic Flexibility
What sets The Wealth Company Multi Asset Allocation Fund apart is its hybrid-like structure with the flexibility to dynamically alter allocations across asset classes.
The fund aims to maintain its asset composition in line with hybrid taxation regulations under the Income Tax Act, ensuring tax efficiency for investors.
The scheme also allows allocation of up to 50% in commodities, providing fund managers with strategic room to adjust exposures based on evolving macroeconomic trends and market movements.
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This approach positions the portfolio as an actively managed, forward-looking mix that seeks to deliver smoother, risk-adjusted returns over time.
Speaking about the launch, Aparna Shanker, CIO – Equity, The Wealth Company Mutual Fund, said the fund reflects the brand’s long-held belief that asset allocation forms the foundation of long-term wealth creation and preservation.
She highlighted India’s traditional affinity for real assets and noted that the fund incorporates these elements – gold, real estate, equity, and debt – augmented by commercial real estate for consistent returns with modern liquidity.
Adding his perspective, Umesh Sharma, CIO – Debt, The Wealth Company Mutual Fund, said the inclusion of commodities alongside equity and debt promotes practical diversification. He added that the fund’s flexible mandate allows portfolio managers to leverage the stability of debt, hedging capabilities of commodities, and growth potential of equity to build conviction-led portfolios resilient across market cycles.
The AMC refers to this philosophy as “Consistency That Builds Bharat,” underscoring its view that India’s growth trajectory will be shaped by real assets, manufacturing strength, and innovation alongside financial markets.
