A new player has stepped into the mutual fund market — The Wealth Company Mutual Fund, part of the Pantomath Group.
The company has launched its first scheme called The Wealth Flexi Cap Fund. This New Fund Offer (NFO) will open on 24 September and close on 8 October.
The scheme is designed to capture investment opportunities across large-cap, mid-cap, and small-cap segments.
Objective of the Fund
According to The Wealth Company Mutual Fund, the fund will invest with agility, scientific diligence, and a distributor-led approach. It promises a unique combination of:
Institutional-quality research
Private equity–style due diligence
Retail-first access to Indian investments
The Flexi Cap Fund will focus on dynamic allocation across different market capitalisations, guided by fundamentals, valuations, and market realities.
Founder and MD Madhu Lunawat emphasized that the flexibility of the fund is not just in name.
The company aims to apply private equity-style due diligence to public markets, ensuring deep company analysis and dynamic allocation. The broader goal is to build long-term value with conviction, clarity, and accountability.
Fund Management and Strategy
The fund will follow two proprietary investment structures. It will be managed by Aparna Shankar, CIO (Equity) of The Wealth Company Mutual Fund, who brings over 30 years of experience in equity investments.
She explained that the philosophy of the fund is a blend of discipline and agility. By using proprietary models like Change and Edge, along with private equity–style checks, the aim is to deliver consistent returns while managing risk.