Mumbai: The Wealth Company Asset Management Holdings Private Limited, a part of the Pantomath Group, has received final approval from the Securities and Exchange Board of India (SEBI) to launch its mutual fund operations.
With this regulatory clearance, the firm will now operate as The Wealth Company Mutual Fund, entering India’s ₹74.41 trillion mutual fund industry.
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A Unique Investment Approach for Retail India
The Wealth Company Mutual Fund brings a fresh and differentiated approach to the market by applying private equity-style, bottom-up, and data-driven research methodologies to public mutual fund investing.
Its investment framework incorporates AI-powered insights, extensive back-testing, and rigorous analysis, offering high-quality, outcome-oriented products designed for long-term wealth creation.
Founder and CEO Madhu Lunawat commented, “As India advances on its Viksit Bharat journey, mutual funds can play a transformative role in democratizing wealth creation. Our vision is to empower everyday investors – especially in Tier 3 and beyond – with access to disciplined, data-backed strategies traditionally reserved for institutional portfolios.”
The Wealth Company: From AIF Success to Mutual Fund Scale
Backed by its remarkable performance in the alternate investments space, where the group manages ~₹10,000 crore across four AIFs, The Wealth Company has established a strong reputation among HNIs and global investors.
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This experience provides a solid foundation as the AMC shifts focus to the retail mutual fund segment.
The fund house aims to catalyze retail participation in active fund management, particularly in emerging economic zones of Tier 3 cities and rural India, which are witnessing rising disposable incomes and investment appetite.
Responsible Growth with a National Focus
The Wealth Company Mutual Fund will prioritize investments aligned with India’s macroeconomic goals, including sectors that support:
- Make in India
- Sustainable industrial development
- Digital transformation
The AMC has also pledged to avoid sectors that are environmentally or socially misaligned, staying true to its philosophy of inclusive and responsible investing.
By leveraging Pantomath Group’s domain expertise, vast distribution network, and strong governance framework, The Wealth Company is poised to become a trusted asset manager for India’s new-age investors.
