The Wealth Company Mutual Fund, India’s Youngest AMC – Files 4 SIDs with SEBI on T + 0

by Shrutee Kate 

Underscores Focus -Led Retail Strategy, Announces Leadership Team and Trustee Board Constitution

The Wealth Company Asset Management, a Pantomath Group Company, Mutual Fund Launch

MUMBAI, JULY 22, 2025 : The Wealth Company Mutual Fund (Wealth Company Asset Management Holdings Private limited), a Pantomath Group company, marked a bold beginning by becoming the first-ever new asset management company (AMC) to file four Scheme Information Documents (SIDs) on the very day of receiving its mutual fund license i.e. 18th July 2025. The earnest filing of the four SIDs reflects a unique focus-led approach aimed at shaping real outcomes for India’s retail investors. This move also reflects the AMC’s strategic clarity and operational readiness from the outset, setting the tone for its commitment to democratizing wealth creation and enabling inclusive financial participation in alignment with the country’s Viksit Bharat agenda. Interestingly, The Wealth Company Mutual Fund is India’s only fund house founded and led by a woman- Madhu Lunawat.

“Wealth creation is not just about numbers—it is about trust, time, and evolution. For far too long, access to high-conviction investing was gated by high ticket investment. At The Wealth Company Mutual Fund, our belief is simple: the wisdom that shaped the fortunes of institutional and HNI investors must now serve the wealth creation aspirations of every Indian. Our journey begins with intent, not imitation—with the clarity to do what is right, not just what is popular. Because in a truly Viksit Bharat, prosperity must be participative” – said Ms. Madhu Lunawat, Founder, MD & CEO, The Wealth Company Asset Management Holdings Private Limited.     

The AMC also announced that it has roped in seasoned industry veterans to craft its strong leadership with deep domain expertise and complementary experience across investment management, operations, compliance, and institutional strategy.

The AMC has appointed Mr. Prasanna Pathak as Deputy CEO, Ms. Aparna Shanker as CIO-Equity, Mr. Umesh Sharma as CIO- Debt, Mr. Debasish Mohanty as Chief Strategy Officer, and Mr. Bhalchandra Joshi as Chief Operating Officer. With a strong team, vision and conviction, The Wealth Company Mutual Fund aims to bring in disciplined investing, institutional conviction, and long-term retail alignment in its pursuit to democratize wealth creation across investor demographics.

The leadership team’s combined expertise enables the AMC to deliver institutional-grade investment management to India’s aspiring retail investors—one that aligns with the national objective of fostering a Viksit Bharat through inclusive wealth and capital formation.

Additionally, the Trustee Board and the AMC Boards comprise eminent Independent Directors with exemplary credentials in governance, policy, and public administration, reinforcing the organization’s commitment to high fiduciary standards and institutional credibility. The Wealth Company Mutual Fund has appointed Dr. Ram Sewak Sharma, a distinguished IAS officer of 1978 batch, is former Director General of UIDAI, Chairman of TRAI, Chairman ONDC; Smt. Rashmi Verma, a distinguished IAS officer of the 1982 batch, served as Secretary, Ministry of Textiles from 2012 to 2015; Dr. Hukum Chand Jain, a retired Indian Revenue Service (IRS) officer of the 1982 batch, brings decades of experience from the Ministry of Finance and the Department of Revenue; Shri Krishan Kumar Jalan, is a retired IAS officer of the 1982 batch with over 35 years of distinguished service in various arms of the Government. He served as Secretary, Ministry of Micro, Small and Medium Enterprises (MSME); Mr. Hemant Bhargava, has demonstrated strategic vision and leadership across some of India’s largest financial institutions. He rose to the position of Chairman In-Charge and Managing Director of the Life Insurance Corporation of India (LIC) and concurrently served as Non-Executive Chairman of IDBI Bank and LIC Housing Finance Limited; and Mr. Atul Joshi, Chartered Accountant, is a seasoned economic policy expert and banker with over three decades of experience in capital markets and institutional finance.

Together, the board represents not only capital markets’ depth, but also nation-building experience, with members who have been instrumental in building India’s most consequential public digital assets, and who understand both policy and people.

The AMC has also unveiled its official website www.wealthcompanyamc.in aimed at simplifying access and personalizing the retail investment experience through transparency, accessibility, and seamless technology integration.

The Wealth Company Mutual Fund aims to democratize wealth creation and broaden the country’s financial inclusion. Every aspect—from governance and product strategy to digital engagement—echoes the vision of Viksit Bharat: empowering Indians to participate in and benefit from the nation’s formal financial systems.

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—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 has also received SEBI final approval to operate as an Asset Management Company under the SEBI (Mutual Funds) Regulations, 1996. on 18th July 2025.

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

The Wealth Company’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.

For more information, please visit: www.wealthcompany.in