365telugu.com online news,Mumbai, September 9th, 2025: The Wealth Company Mutual Fund – an arm of the Pantomath Group – has announced the launch of its maiden Flexi Cap Fund, a New Fund Offering (NFO) designed to capture opportunities across large, mid, and small-cap stocks.
Key Features of the Fund
- Scheme Name: The Wealth Company Flexi Cap Fund
- Type: Open-ended dynamic equity scheme across large, mid, and small caps
- Benchmark: Nifty 500 TRI
- Risk Level: Very High
- Fund Manager: Aparna Shanker, CIO – Equity (30+ years of experience, ex-SBI MF)
- NFO Period: Opens 24th September 2025 | Closes 8th October 2025
- Options: Growth and IDCW
The Wealth Company brings institutional-grade research, PE-style diligence, and retail accessibility into India’s mutual fund ecosystem. This fund aims to dynamically allocate across market segments based on fundamentals, valuations, and evolving market conditions.
Leadership Perspectives
Madhu Lunawat, Founder & MD, The Wealth Company Mutual Fund, said:
“Our Flexi Cap Fund goes beyond flexibility in name it brings private equity-style rigor into public markets. We aim to create long-term wealth with conviction, clarity, and accountability.”
Aparna Shanker, CIO – Equity, added:
“By blending discipline with agility through frameworks like CHANGE and EDGE, backed by forensic and legal diligence, we seek to deliver consistent returns with managed risk.”
Differentiators
Unlike traditional MF strategies, The Wealth Company integrates:
- Promoter intent and succession visibility checks
- Forensic and legal diligence for early red-flag detection
- Proprietary scoring engines combining fundamentals, growth, and quantitative signals
- Dynamic monitoring dashboards for proactive risk management
Distributor-Centric Model
The Wealth Company positions distributors as the backbone of its growth. With a network across 110+ cities and 450+ franchise partners, the firm is investing in training, digital onboarding, and simplified processes to empower advisors and reach a wider investor base.
The Wealth Company is the asset management arm of Pantomath Group, managing ~₹10,000 crore in client assets. Founded by Madhu Lunawat, it operates on a deep research-driven, high-conviction philosophy and has received SEBI approval (July 2025) to function as an Asset Management Company under SEBI (Mutual Funds) Regulations, 1996.
It also manages multiple Category II AIFs such as India Inflection Opportunity Fund, Bharat Value Fund, and Bharat Bhoomi Fund. Governed by an experienced Board of Directors, the company is also a signatory to UN PRI, embedding ESG principles into its investment approach.