The Wealth Company Mutual Fund Makes History as India’s First Woman-Led AMC Debuts with 4 active funds NFOs

POSTED BY: MRUNALI, SEPTEMBER 24 , 2025

Flexi Cap fund, Arbitrage fund, Ethical thematic fund, and Liquid Fund launched with aim to deliver growth, stability, and liquidity— the first NFOs debuting on the ONDC network

Mumbai,(RMN)  – The Wealth Company Asset Management Holdings company Pvt ltd, the asset management company (‘AMC’) to The Wealth Company Mutual Fund, a Pantomath Group company, today created history by becoming India’s first woman-led Mutual Fund to make its debut with four active funds New Fund Offers (NFOs). Adding another milestone, the AMC has also become the first in the country to launch its NFOs on the Open Network for Digital Commerce (ONDC) platform, furthering its mission of simplifying and democratizing mutual fund investing. With this, The Wealth Company Mutual Fund becomes the first mutual fund to start with four active category funds, leading with unique combination of woman leadership of CEO, CIO-Equity and Chief Compliance Officer.

The four funds launched are The Wealth Company Flexi Cap Fund, The Wealth Company Arbitrage Fund, The Wealth Company Ethical Fund, and The Wealth Company Liquid Fund are designed to meet diverse investor needs across growth, stability, ethics, and liquidity. Together, they mark a comprehensive debut that blends institutional-grade diligence, scientific risk frameworks, and a distributor-first ecosystem.

Among them, The Wealth Company Ethical Fund stands out as an open-ended equity scheme following an ethical theme. The scheme is built on the timeless Satvik principles of purity, compassion, and Ahimsa (non-violence). In line with its values-first philosophy, the fund excludes industries such as alcohol, tobacco, gambling, narcotics, leather, meat and poultry, pesticides, and any enterprise involving animal cruelty. These exclusions are not just filters, but foundations of a Satvik way of investing—where Dharma (values) and Dhan (wealth) coexist in balance.

The NFOs open for subscription on September 24, 2025, and close on October 8, 2025. Investors can begin their wealth journey with a Minimum Application Amount of Rs. 1000/- and Systematic Investment Plan (SIP) starting at Rs. 250/-.

 Ms. Madhu Lunawat, Founder, MD & CEO of The Wealth Company Mutual Fund, said,“We are introducing a new paradigm for mutual fund investing, built on clarity and conviction. By marrying proprietary risk frameworks with deep, institutional-grade diligence, we aim to empower investors to choose strategies that truly align with their life and wealth goals—whether they are long-term growth, capital stability, ethical investing, or tactical liquidity. This is how we redefine wealth creation: by ensuring every investment is purposeful, transparent, and built to grow. This suite of offering is a powerful toolkit for our mutual fund distributor (MFD) partners. Each fund is a strategic tool designed to address a precise need – from the risk-averse retiree to the values-seeking next-gen investor. By combining institutional-quality research with simplified, distributor-first processes, we are empowering our MFD partners with strong execution and transparent servicing”.

Unlike traditional mutual fund strategies that stop at balance-sheet analysis, The Wealth Company Mutual Fund applies private equity-style diligence—digging deeper with forensic and legal checks to flag risks early—and continuous monitoring through dynamic dashboards that enable timely intervention and loss prevention. This approach helps investors benefit from proactive oversight, sharper risk management, and greater confidence in long-term wealth creation.

“Our investment edge lies in the fusion of discipline with agility. Whether it’s the agile capital allocation of the Flexi Cap fund or the high-conviction, exclusion-based screen of the Ethical fund, every strategy is built on a non-negotiable foundation of deep fundamental research and continuous monitoring to protect and grow investor capital” added Ms. Aparna Shanker, CIO – Equity, The Wealth Company Mutual Fund.

Adding to it, Mr. Umesh Sharma, CIO- Debt, The Wealth Company Mutual Fund said, “At Wealth Company Mutual Fund, we believe that the pillars of an ideal fixed-income offering are clarity, consistency, and predictability. For investors, this means a clear understanding of each fund’s philosophy and approach, which are applied consistently over time, thereby minimizing surprises and enhancing confidence. Our fixed-income strategy is built around three guiding themes: stability, accrual, and active management. Each portfolio is aligned with one of these principles in mind, ensuring that investors can align their surplus and allocations with their financial goals. We are committed to keeping every fund true-to-label, strictly adhering to regulatory guidelines in both letter and spirit. Our ultimate objective goes beyond performance—it is to build and sustain the most valuable asset in asset management: our investors’ trust.”

The Wealth Company Mutual Fund is the first mutual fund to launch its New Fund Offer (NFO) on the Open Network for Digital Commerce (ONDC) network, in partnership with Cybrilla Technologies Pvt. Ltd., making mutual fund distribution simpler and more accessible to a wider base of investors.

The Wealth Company Mutual Fund is built with distributors and advisors at the core of its growth model. With a network spanning 110+ cities and 450+ franchise partners, the Mutual Fund is investing in training, digital on-boarding, and simplified processes to empower distributors.

 The Wealth Company Flexi Cap Product Labelling:

The Wealth Company Arbitrage Fund Product Labelling:

The Wealth Company Ethical Fund Product Labelling:

The Wealth Company Liquid Fund Product Labelling:

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully

 The information herein is meant only for general reading purposes and the views being expressed only constitute opinions and therefore cannot be considered as guidelines, recommendations or as a professional guide for the readers. Certain factual and statistical information (historical as well as projected) pertaining to industry and markets have been obtained from independent third-party sources, which are deemed to be reliable. It may be noted that since The Wealth Company has not independently verified the accuracy or authenticity of such information or data, or for that matter the reasonableness of the assumptions upon which such data and information has been processed or arrived at, The Wealth Company does not in any manner assure the accuracy or authenticity of such data and information. Some of the statements or assertions contained in these materials may reflect The Wealth Company’s views or opinions, which in turn may have been formed on the basis of such data or information. Before making any investments, the readers are advised to contact their mutual fund distributor and verify the contents in order to arrive at an informed investment decision. None of the Sponsors, the Investment Manager, the Trustee, their respective directors, employees, associates or representatives shall be liable in any way for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including on account of lost profits arising from the information contained in this material.

About The Wealth Company:

 The Wealth Company is the asset management arm of Pantomath Group, a prominent financial institution widely accredited for its discovery-led investing and capital markets expertise. With ~₹10,000 crores of client assets under the group’s purview, The Wealth Company manages high-integrity investment products across asset classes — built for performance, grounded in process, and led by purpose

 Founded by Madhu Lunawat, the first woman to establish and setup a Mutual Fund house in India, also the Co-founder of Pantomath Group. The Wealth Company reflects a strong investment-first philosophy, underpinned by deep due diligence and disciplined execution. Built on a foundation of deep research and high-conviction investing, The Wealth Company believes in creating value through clarity, discipline, and intelligent product design. This approach is backed by a track record of identifying hidden potential and converting it into real value for investors.

Headquartered at Pantomath Nucleus House, Saki Vihar Road, Andheri East, Mumbai – 400072,

The Wealth Company also manages multiple category II AIFs schemes named India Inflection Opportunity Fund, Bharat Value Fund and Bharat Bhoomi Fund.

Wealth Company Asset Management Holdings Private Limited’s Board of Directors comprises seasoned professionals with diverse expertise, offering robust governance and strategic direction.

As a signatory to the United Nations Principles for Responsible Investment (UN PRI), The Wealth Company is committed to integrating Environmental, Social, and Governance (ESG) principles into its investment approach—underscoring its belief that conscious investing drives enduring value.