Madhu Lunawat led The Wealth Company Mutual Fund launches its maiden flexi cap fund

The Wealth Company Mutual Fund, a Pantomath Group company, has announced the launch of its maiden offering — The Wealth Company Flexi Cap Fund, designed to harness opportunities across large, mid, and small-cap segments.

The new fund offer (NFO) will open for subscription on September 24 and close on October 8.

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According to a press release, the Wealth Company Flexi Cap Fund aims to deliver agility by dynamically allocating across market caps based on fundamentals, valuations, and external factors.

The Wealth Company Mutual Fund emphasizes agility, scientific diligence, and a distributor-first ecosystem, offering a unique blend of institutional-quality research, PE-style due diligence, and retail-first accessibility to the Indian mutual fund landscape.

“This is not flexibility in name alone. We bring the same depth of diligence seen in private equity to public markets, combining thorough company and sector-level evaluation with dynamic allocation across market caps. Our goal is to create long-term wealth with conviction, clarity, and accountability,” said Madhu Lunawat, Founder & MD, The Wealth Company Mutual Fund.

The fund will be benchmarked against the Nifty 500 TRI and managed by Aparna Shanker, CIO – Equity, who has over 30 years of experience in equity investing.

“Our philosophy blends discipline with agility. By marrying frameworks like CHANGE and EDGE with PE-style checks, we aim to deliver consistent returns with managed risk – the way investing should be,” added Aparna Shanker.

Unlike traditional MF strategies that stop at balance-sheet analysis, The Wealth Company goes deeper with PE-style diligence, such as promoter intent, succession visibility, channel checks, forensic and legal due diligence to detect red flags early, proprietary scoring engines that combine fundamentals, growth vectors, and quantitative signals (earnings, price momentum, volatility), along with continuous monitoring through dynamic dashboards to enable early intervention and risk prevention.

“We believe distributors are the backbone of India’s mutual fund industry. Our endeavor is to provide them with institutional-quality products backed by deep research and risk management, while ensuring strong execution and transparent servicing,” said Debasish Mohanty, Chief Strategy Officer, The Wealth Company Mutual Fund.

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The fund is suitable for investors seeking long-term capital appreciation through investments in equity and equity-related securities across market capitalizations.

The Wealth Company is the asset management arm of Pantomath Group, a prominent financial institution recognized for its discovery-led investing and capital markets expertise.

Founded by Madhu Lunawat — also the Co-founder of Pantomath Group — The Wealth Company reflects an investment-first philosophy, underpinned by rigorous due diligence and disciplined execution.

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