The Wealth Company Mutual Fund files 4 draft documents with Sebi

The Wealth Company Mutual Fund, part of the Pantomath Group, made a bold debut by becoming the first new asset management company (AMC) to file four Scheme Information Documents (SIDs) on the very day it received its mutual fund license i.e., July 18.

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, according to a press release by the fund house.

Interestingly, The Wealth Company Mutual Fund is India’s only fund house founded and led by a woman- Madhu Lunawat.


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“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 Madhu Lunawat, Founder, MD & CEO, The Wealth Company Asset Management Holdings Private.

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 Prasanna Pathak as Deputy CEO, Aparna Shanker as CIO-Equity, Umesh Sharma as CIO- Debt, Debasish Mohanty as Chief Strategy Officer, and Bhalchandra Joshi as Chief Operating Officer, the release said.

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.

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.

Also Read | The Wealth Company receives Sebi approval to commence mutual fund business

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 release said.

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.