The Wealth Company Mutual Fund: Overview, Leadership & Funds
The Wealth Company Mutual Fund is India's first woman-led AMC, with 13 schemes. See its leadership, key details and funds with available data.
The Wealth Company Mutual Fund, described as India's first woman-led AMC, is the asset management arm of the Pantomath Group. It was incorporated on 18 July 2025 and manages ₹1,958.02 crore across 13 schemes. This guide covers its background, leadership and the funds with data available so far.
Key takeaways
- The Wealth Company Mutual Fund received final approval and a Certificate of Registration from SEBI on 18 July 2025.
- It launched its debut offerings on 24 September 2025 with four NFOs: the Flexi Cap, Arbitrage, Ethical and Liquid funds.
- It became the first AMC in India to launch NFOs on the Open Network for Digital Commerce (ONDC).
- Madhu Lunawat is Managing Director and CEO, with Aparna Shanker (Equity) and Umesh Sharma (Debt) as Chief Investment Officers.
- The AMC is new, so most funds show only 6-month data or none at all.
What is The Wealth Company Mutual Fund?
The Wealth Company Mutual Fund is the asset management arm of the Pantomath Group, a SEBI-registered investment management firm known for its expertise in merchant banking, private equity and capital markets. The AMC aims to democratise wealth creation for retail investors across the country, with a strong focus on Tier-3 and beyond markets.
When did The Wealth Company Mutual Fund launch?
SEBI granted final approval and a Certificate of Registration on 18 July 2025 to commence operations as a registered Asset Management Company. The fund house launched its debut offerings on 24 September 2025 with four NFOs: the Flexi Cap Fund, Arbitrage Fund, Ethical Fund and Liquid Fund. It also became the first AMC in India to launch NFOs on ONDC.
The Wealth Company Mutual Fund: key information
| Field | Detail |
|---|---|
| Total AUM | ₹1,958.02 crore |
| Number of schemes | 13 |
| AMC age | 1 year |
| Incorporation date | 18 July 2025 |
| Sponsors | Pantomath Capital Advisors Private Limited |
| Trustee organisation | Pantomath Trustee Private Limited |
| Trustees | Mr Hukum Chand Jain – Independent Director, Mr Krishan Kumar Jalan – Associate Director, Mr Ram Sewak Sharma – Independent Director, Ms Rashmi Verma – Independent Director |
| CIO | Aparna Shanker(Chief Investment Officer-Equity), Umesh Sharma(Chief Investment Officer-Debt) |
| MD | Madhu Lunawat |
| CEO | Madhu Lunawat(Managing Director and Chief Executive Officer) |
| Compliance officer | Suruchi Wanare |
| Address | Pantomath Nucleus House, Saki Vihar Road, Andheri (E), Mumbai, Maharashtra Mumbai 400072 |
Top 10 The Wealth Company Mutual Funds ranked by an internal score
These are the fund house's top 10 funds, ranked by Invo Wealth's internal fund-quality score. The score itself is not shown, only the return and risk numbers behind it. A "--" means the fund has not completed that period or the data is unavailable.
Returns across 6 months to 5 years
Performance data as of 5 September 2026.
| Fund | Sub-category | 6M CAGR | 1Y CAGR | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| The Wealth Company Mid Cap Fund | Mid Cap Fund | -- | -- | -- | -- |
| The Wealth Company Small Cap Fund | Small Cap Fund | -- | -- | -- | -- |
| The Wealth Company Large & Mid Cap Fund | Large & Mid Cap Fund | -- | -- | -- | -- |
| The Wealth Company Multi Asset Allocation Fund | Multi Asset Allocation Fund | 8.76% | -- | -- | -- |
| The Wealth Company Liquid Fund | Liquid Fund | 6.93% | -- | -- | -- |
| THE WEALTH COMPANY ETHICAL FUND | Sectoral/Thematic Fund | 10.45% | -- | -- | -- |
| The Wealth Company Flexi Cap Fund | Flexi Cap Fund | 10.41% | -- | -- | -- |
| The Wealth Company Gold ETF | ETF | -6.66% | -- | -- | -- |
| The Wealth Company Balanced Advantage Fund | Dynamic Asset Allocation / Balanced Advantage Fund | 3.33% | -- | -- | -- |
| The Wealth Company Arbitrage Fund | Arbitrage Fund | 5.18% | -- | -- | -- |
All funds listed are Regular Plan - Growth option. CAGR = compound annual growth rate.
Risk and consistency metrics
| Fund | ISIN | Mean 1Y rolling return | Volatility | Max drawdown (3Y) | Sortino ratio |
|---|---|---|---|---|---|
| The Wealth Company Mid Cap Fund | INF2F0001628 | -- | -- | -1.76% | -- |
| The Wealth Company Small Cap Fund | INF2F0001503 | -- | 15.66% | -5.36% | -- |
| The Wealth Company Large & Mid Cap Fund | INF2F0001560 | -- | 11.01% | -2.68% | -- |
| The Wealth Company Multi Asset Allocation Fund | INF2F0001313 | -- | 16.30% | -11.18% | 0.15 |
| The Wealth Company Liquid Fund | INF2F0001149 | -- | 0.25% | -0.01% | -0.61 |
| THE WEALTH COMPANY ETHICAL FUND | INF2F0001248 | -- | 17.80% | -15.12% | 0.26 |
| The Wealth Company Flexi Cap Fund | INF2F0001016 | -- | 18.27% | -16.48% | 0.26 |
| The Wealth Company Gold ETF | INF2F0001370 | -- | 35.41% | -21.03% | -0.53 |
| The Wealth Company Balanced Advantage Fund | INF2F0001446 | -- | 12.32% | -6.39% | -0.42 |
| The Wealth Company Arbitrage Fund | INF2F0001305 | -- | 1.71% | -0.55% | -1.62 |
Because the fund house is new, most funds have no 1-year, 3-year or 5-year figures yet. Among those with 6-month data, the Liquid Fund shows volatility of 0.25%, while the Gold ETF shows 35.41%. Judge these funds on risk profile and time horizon rather than early returns.
How to invest in The Wealth Company Mutual Fund
You can invest online through the fund house's website or a platform of your choice. Sign up on Invo Wealth, get complete portfolio insights and start investing in mutual funds that actually suit you.
Conclusion
The Wealth Company Mutual Fund is a very new, woman-led AMC from the Pantomath Group with 13 schemes. Its track record is short, so review risk metrics carefully before investing.
Frequently asked questions
How do I start an SIP in The Wealth Company Mutual Fund online?
You can start an SIP online through Invo Wealth, or through the fund house's website or any other online platform or mobile app. Choose a scheme, set the amount and begin.
How do I calculate a The Wealth Company Mutual Fund SIP?
An SIP calculation takes into account your investment amount, the SIP tenure, the number of instalments already paid and the expected interest rate.
How do I redeem a The Wealth Company Mutual Fund investment?
Offline, visit the nearest fund house office and submit a form. Online, sign in with your folio number on the official website, or redeem through any online portal where you invested.
Can I increase my The Wealth Company Mutual Fund SIP amount?
Yes, through a step-up or top-up SIP, which most fund houses now offer. Check with the fund house first and use a step-up calculator to decide the new amount.
How do I stop a The Wealth Company Mutual Fund SIP online?
Place a Cancel SIP request at any time. Log in to the fund house's website with your folio number, contact your agent, or use the platform where you invested.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. This article is for education only and is not investment advice. Past performance does not guarantee future returns. Invo Wealth is an AMFI-registered mutual fund distributor (ARN-368528).