A new player has arrived in the mutual fund market. This is The Wealth Company Mutual Fund. Its first NFO is going to hit the market on the 24th of this month. Know about this mutual fund NFO…
Mumbai: A new player has entered the mutual fund market. This player is The Wealth Company Mutual Fund, a company of Pantomath Group. It has brought its first offer in the name of The Wealth Flexi Cap Fund. This New Fund Offer (NFO) will open on 24 September and will close on the 8th of next month. It has been designed to take advantage of investment opportunities in the large, mid and small-cap segments.
What is the objective
According to a statement issued by The Wealth Company Mutual Fund, it believes in investing with agility, scientific diligence and a distributor-dominated ecosystem. It offers a unique blend of institutional-quality research, PE-style due diligence and retail first access to the Indian investment landscape. The Wealth Company Flexi Cap Fund is designed to provide real agility by dynamically allocating across market capitalization based on fundamentals, valuations and external realities.
No flexibility in the name
Madhu Lunawat, founder and managing director of The Wealth Company Mutual Fund, says, “It is not just flexibility in the name. We bring the intense due diligence seen in private equity to the public market as well, combining in-depth company evaluation with dynamic allocation across market capitalizations. Our goal is to create long-term value with conviction, clarity and accountability.”
Who will be the fund manager
This fund is based on two proprietary investment frameworks. Aparna Shankar, CIO (Equity) of The Wealth Company Mutual Fund, has been made its fund manager. She has more than 30 years of experience in investing in equities. She said, “Our philosophy is a mix of discipline and agility. By combining frameworks like Change and Edge with PE style checks, our goal is to provide consistent returns with managed risk, as investing should be.”
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