Powered by: Motilal Oswal
2025-10-23 04:01:14 pm | Source: PR Agency
The Wealth Company Mutual Fund makes record debut with four active NFOs, garners approximately Rs.2000CR
The Wealth Company Mutual Fund makes record debut with four active NFOs, garners approximately Rs.2000CR

The Wealth Company Mutual Fund, part of Pantomath Group, today announced that it has mobilized approximately Rs.2000 crore in its debut active category NFOs. The Wealth Company Mutual Fund raised Rs.1951 crore from approximately 9000 pin-codes, reflecting a deep trust in the brand’s inclusive, “Bharat-centric” philosophy. This makes The Wealth Company Mutual Fund, the first new age mutual fund house in India to have successfully launched four active funds simultaneously in 2025. The fund schemes are The Wealth Company Flexi Cap Fund, The Wealth Company Ethical Fund, The Wealth Company Arbitrage Fund and The Wealth Company Liquid Fund.

Under the leadership of Ms. Madhu Lunawat, Founder, Managing Director & CEO, The Wealth Company has been on a trailblazing path, becoming India’s first woman-founded AMC, the first to launch NFOs via ONDC, and with focus to demonstrate Tier II and Tier III investor participation.

According to data from Value Research, since 2021 only four AMCs have mobilized approximately Rs.2,000 crore or more through actively managed fund in their AMC debut year, including The Wealth Company Mutual Fund. This milestone makes The Wealth Company Mutual Fund the fourth AMC since 2021 and second AMC in 2025 to have raised approx. Rs.2,000 crore through actively managed funds, underscoring its differentiated investor trust and distributor engagement.

Elaborating on investor’s faith in The Wealth Company Mutual Fund, Ms. Madhu Lunawat, Founder, MD & CEO, The Wealth Company Mutual Fund, “When the real India believes in you, you know you are on the right path. Achieving Rs.2000 crore across four active funds in our debut from 9000 pin-codes of the country is a validation of trust from investors, distributors and partners who share our vision of democratizing wealth creation. Furthermore, The Wealth Company Flexicap Fund, representing one of the most popular equity categories in the mutual fund industry, has witnessed remarkable participation from B-30 cities, contributing nearly 50% of its total NFO mobilisation. Our sincere thanks to our distributors who have contributed to this success.”

Adding to it, Mr. Debasish Mohanty, Chief Strategy Officer, The Wealth Company Mutual Fund said, “Our debut isn’t just about scale, it’s about substance and trust. From day one, we positioned The Wealth Company Mutual Fund as a ‘Distributor-First’ and ‘Bharat-Centric’ AMC, focused on meaningful inclusion rather than marketing noise. We view this milestone not as a culmination but as the foundation of a sustainable wealth-creation ecosystem powered by Bharat’s growing financial confidence.”

Notably, The Wealth Company Mutual Fund registered strong inflows despite a 9% dip in equity inflows across the industry in September 2025, as per data from AMFI.

 

Above views are of the author and not of the website kindly read disclaimer

Disclaimer: The content of this article is for informational purposes only and should not be considered financial or investment advice. Investments in financial markets are subject to market risks, and past performance is not indicative of future results. Readers are strongly advised to consult a licensed financial expert or advisor for tailored advice before making any investment decisions. The data and information presented in this article may not be accurate, comprehensive, or up-to-date. Readers should not rely solely on the content of this article for any current or future financial references. To Read Complete Disclaimer Click Here