The Wealth Company Mutual Fund
- AMC AGE NA
- AMC AUM (In Cr) ₹ 1,258.47
- Number of Schemes 8
The Wealth Company Mutual Fund is a newer entrant in the Indian mutual fund landscape, backed by the Pantomath group ecosystem and positioned with a contemporary, brand-led approach to broadening investor participation. As an emerging AMC, its proposition typically centres on accessibility, communications-led investing, and building a differentiated suite over time.
From a content standpoint, the safest and most accurate framing is to keep it “role-based”: investors should judge schemes by objective and fit, while recognising the AMC is still in the early phase of its mutual fund journey.
List of The Wealth Company Mutual Funds Schemes
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
The Wealth Company Flexi Cap Fund - Regular Growth
|
228 | - | - | |
The Wealth Company Liquid Fund - Regular Growth
|
564 | - | - | |
The Wealth Company Arbitrage Fund - Regular Growth
|
154 | - | - | |
The Wealth Company Ethical Fund - Regular Growth
|
38 | - | - | |
The Wealth Company Multi Asset Allocation Fund-Reg Growth
|
163 | - | - | |
The Wealth Company Gold ETF FOF - Regular Growth
|
14 | - | - | |
| The Wealth Company Balanced Advantage Fund-Reg Growth
|
45 | - | - | |
The Wealth Company Small Cap Fund - Regular Growth
|
53 | - | - |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
The Wealth Company Flexi Cap Fund - Regular Growth
|
- Fund Size (Cr.) - 228 |
||
The Wealth Company Liquid Fund - Regular Growth
|
- Fund Size (Cr.) - 564 |
||
The Wealth Company Arbitrage Fund - Regular Growth
|
- Fund Size (Cr.) - 154 |
||
The Wealth Company Ethical Fund - Regular Growth
|
- Fund Size (Cr.) - 38 |
||
The Wealth Company Multi Asset Allocation Fund-Reg Growth
|
- Fund Size (Cr.) - 163 |
||
The Wealth Company Gold ETF FOF - Regular Growth
|
- Fund Size (Cr.) - 14 |
||
| The Wealth Company Balanced Advantage Fund-Reg Growth
|
- Fund Size (Cr.) - 45 |
||
The Wealth Company Small Cap Fund - Regular Growth
|
- Fund Size (Cr.) - 53 |
Key Information about The Wealth Company Mutual Fund
- Name of the Mutual Fund
- The Wealth Company Mutual Fund
- Date of Incorporation
- 27 September 2018
- Setup Date
- 18 July 2025
- Sponsor Name
- Pantomath Capital Advisors Private Limited
- Trustee Name
- Pantomath Trustee Private Limited
- Managing Director / Chief Executive Officer
- Madhu Lunawat
- Compliance Officer
- Ms. Suruchi Wanare
- Chief Investment Officer
- NA
- Investment Service Officer
- NA
- Auditor
- S.R.BATLIBOI & CO.LLP
- Custodian
- NA
- Registrars
- KFIN TECHNOLOGIES LTD
- Address (Head Office)
- Pantomath Nucleus House, Saki-Vihar Road, Andheri east, Mumbai - 400072
- Telephone No
- 022-42499000 / 1800-200-2267
- Fax No
- 022-65786200
How to Invest in The Wealth Company Mutual Fund?
Investing in The Wealth Company Mutual Fund through 5paisa is a fully digital process that aims to reduce friction while keeping the steps transparent and trackable.
Step 1: Log in to 5paisa (or create your account using mobile number and email).
Step 2: Complete KYC using your PAN and supporting identity/address documents where required.
Step 3: Search for The Wealth Company Mutual Fund inside the Mutual Funds section.
Step 4: Select a scheme based on time horizon, risk comfort, and how it fits your portfolio allocation.
Step 5: Choose SIP if you prefer consistent investing, or lump sum for a one-time allocation.
Step 6: Confirm payment/mandate and submit the request via the secure flow.
You can then monitor orders, holdings, and instructions directly from your 5paisa dashboard.
How to Invest in The Wealth Company Mutual Fund ?
Investing in The Wealth Company Mutual Fund through 5paisa is a fully digital process that aims to reduce friction while keeping the steps transparent and trackable.
Step 1: Log in to 5paisa (or create your account using mobile number and email).
Step 2: Complete KYC using your PAN and supporting identity/address documents where required.
Step 3: Search for The Wealth Company Mutual Fund inside the Mutual Funds section.
Step 4: Select a scheme based on time horizon, risk comfort, and how it fits your portfolio allocation.
Step 5: Choose SIP if you prefer consistent investing, or lump sum for a one-time allocation.
Step 6: Confirm payment/mandate and submit the request via the secure flow.
You can then monitor orders, holdings, and instructions directly from your 5paisa dashboard.
Current NFO
-
-
21 May 2026
Launch Date
04 Jun 2026
Closed Date
Other Calculators
Frequently Asked Questions
Focus on scheme objective, category role, portfolio fit, and disclosures rather than expecting long track records across every product line.
Yes, if the scheme supports SIP, you can set it up digitally and manage instalments through your 5paisa account.
Any costs you should consider are typically scheme-level and disclosed within the fund documentation rather than added as opaque platform charges.
Yes - SIPs can usually be modified, paused, or stopped digitally, subject to processing cut-offs and mandate mechanics.
You’ll need KYC completion, a linked bank account/mandate, and a clear view of your investment horizon and risk capacity.
It is fairly simple to increase your SIP amount in The Wealth Company Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.