Mumbai: The Wealth Company Mutual Fund, a Pantomath Group entity and India’s only fund house founded and led by a woman – Madhu Lunawat, has officially outlined its strategic roadmap to reshape the mutual fund landscape in Bharat.
The company aims to capture up to one-third of all beyond B30 mutual fund inflows by 2030, with 45% of its investor base targeted from Tier 2 and Tier 3 towns, aligning with India’s Viksit Bharat vision.
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Speaking at its inaugural press conference post-SEBI approval, the company emphasized its mission to democratize access to wealth creation by bringing institutional-grade investment practices to India’s growing retail investor base.
The Wealth Company Mutual Fund: Retail-Friendly Product Offerings
The fund house combines AI-powered research, bottom-up stock selection, and retail-friendly product offerings to build a stronghold in underserved markets.
“The Wealth Company Mutual Fund is built on a foundation of disciplined investing, market integrity, and a vision of inclusive financial growth,” said Madhu Lunawat, Founder, MD & CEO.
“We are focused on empowering Bharat by building a digitally enabled distribution network and equipping MF Distributors (MFDs) with world-class training and resources. Our goal is to contribute meaningfully to India’s financial inclusion story.”
Leveraging the Pantomath Group’s institutional strength, which manages over ₹10,000 crore across four high-performing Alternate Investment Funds (AIFs), The Wealth Company MF enters the ₹74.41 trillion mutual fund industry with strong credentials.
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The parent group’s success with structured equity strategies and governance-first execution serves as a springboard for the mutual fund vertical.
The newly appointed leadership team includes:
- Prasanna Pathak – Deputy CEO
- Aparna Shanker – CIO, Equity
- Umesh Sharma – CIO, Debt
- Debashish Mohanty – Chief Strategy Officer
- Bhalchandra Joshi – Chief Operating Officer
All team members bring rich experience from institutions such as UTI, SBI MF, Franklin Templeton, 360 One, and Nippon Life.
The fund house is actively building a nationwide digitally enabled MFD network, backed by on-ground support and capability-building programs in partnership with global organizations like Moody’s, aiming to empower last-mile financial advisors.
About The Wealth Company Mutual Fund:
A subsidiary of Pantomath Group, The Wealth Company Mutual Fund is committed to offering simple, transparent, and goal-oriented investment solutions for Indian investors. It seeks to redefine financial inclusion by delivering mutual fund access to India’s heartland.
