Fund Name | NAV | Expenses Ratio | 1y Return | 3Y Returns | Risk | Fund Size (in Cr) | |
|---|---|---|---|---|---|---|---|
Wealth Company Mutual Fund, India’s first woman-led asset management company, operates as the mutual fund arm of the Pantomath Group, a SEBI-registered investment management firm with strong expertise in merchant banking, private equity, and capital markets.
The company received its final approval along with the Certificate of Registration from the Securities and Exchange Board of India (SEBI) on July 18, 2025, allowing it to begin operations as a registered AMC.
The fund house introduced its first set of offerings on September 24, 2025, launching four New Fund Offers (NFOs): Flexi Cap Fund, Arbitrage Fund, Ethical Fund, and Liquid Fund. It also achieved a milestone by becoming the first asset management company in India to launch NFOs through the Open Network for Digital Commerce (ONDC).
The AMC’s broader mission is to widen access to wealth creation opportunities for retail investors across India, with a particular emphasis on expanding reach in Tier-3 cities and smaller markets.
| Particulars | Details |
| Name of Mutual Fund | The Wealth Company Mutual Fund |
| Date of setup | July 18, 2025 |
| Sponsor | Pantomath Capital Advisors Private Limited |
| Trustee Company | Pantomath Trustee Pvt Ltd |
| AMC | The Wealth Company Mutual Fund |
| AMC Incorporation Date | July 18, 2025 |
| SEBI Registration ID | MF/086/25/12 |
| RTA (Registrar) | Computer Age Management Services Limited (CAMS) |
| AMC Address | Pantomath Nucleus House, Saki Vihar Road, Andheri (E), 400072, Mumbai, Maharashtra |
| Official Website | www.wealthcompanyamc.in |
Neeraj Jain
Fund Manager since Jul 2024 (2 years)
Umesh Sharma
Fund Manager since Aug 2023 (3 years)
Investing in The Wealth Company Mutual Fund schemes via Angel One is designed to be fully digital, allowing you to start SIPs or make lump-sum investments through a single dashboard. Angel One highlights that investors can explore a large catalogue of direct mutual fund schemes and invest seamlessly through its platform.
Step-by-step process on Angel One
Documents Required to Invest in The Wealth Company Mutual Fund
To invest in The Wealth Company Mutual Fund through Angel One (or any regulated platform), you must be KYC-compliant. Angel One notes that starting a SIP generally requires standard KYC documentation such as identity proof, address proof, and PAN details.
If your KYC is already completed, investments can be quicker. If not, most platforms guide you through digital KYC/verification as part of onboarding. Always ensure your name, PAN, and bank details match to avoid transaction rejections.
Top The Wealth Company Mutual Funds to Invest in
The Wealth Company Mutual Fund currently has 6 schemes: The Wealth Company Flexi Cap Fund, The Wealth Company Arbitrage Fund, The Wealth Company Ethical Fund, The Wealth Company Liquid Fund, The Wealth Company Multi Asset Allocation Fund and The Wealth Company Gold ETF FOF.
| Scheme Name | Category | Expense Ratio | Investment Objective | Risk Level |
| The Wealth Company Flexi Cap Fund | Equity | 0.39 | To deliver long-term capital appreciation and income to investors through active management of a diversified portfolio comprising equity and equity-related securities across market capitalisations, along with investments in debt and money market instruments. | Very High |
| The Wealth Company Arbitrage Fund | Hybrid | 0.26 | To generate income by leveraging arbitrage opportunities along with investments in debt and money market instruments. | Low |
| The Wealth Company Ethical Fund | Equity | 0.80 | The scheme aims to provide investors with long-term capital growth opportunities through active management of a diversified portfolio comprising ethically compliant equity and equity-related instruments. | Very High |
| The Wealth Company Liquid Fund | Debt | 0.08 | The scheme seeks to offer investment opportunities in a portfolio comprising money market and debt securities with maturities of up to 91 days only. | Low to Moderate Risk |
| The Wealth Company Multi Asset Allocation Fund | Hybrid | 0.41 | To deliver long-term capital growth and income to investors through active management of a diversified portfolio spanning multiple asset classes, including equity, debt, commodity ETFs, exchange-traded commodity derivatives, and related instruments. | High Risk |
| The Wealth Company Gold ETF FOF | Other Schemes - FoF (Domestic) | - | To achieve long-term capital appreciation by investing in units of The Wealth Company Gold ETF as part of the scheme’s portfolio. | High Risk |
Note: The data above is as of Feb 12, 2026.
The investment objective of The Wealth Company Liquid Fund is to provide investors with reasonable returns while maintaining high liquidity and low risk by investing in short-term money market and debt instruments. The fund falls under the Liquid Fund category. The scheme is managed by Umesh Sharma, Neeraj Jain and Varun Nanavati.
The investment objective of The Wealth Company Flexi Cap Fund is to generate long-term capital appreciation by investing across large-cap, mid-cap, and small-cap stocks without strict allocation limits. The fund belongs to the Flexi Cap Fund category. The scheme is managed by Aparna Shanker, Umesh Sharma and Neeraj Jain.
The investment objective of The Wealth Company Arbitrage Fund is to generate income by taking advantage of price differences between cash and derivative markets while maintaining relatively low market risk. The scheme is categorised as an Arbitrage Fund. The fund is managed by Rouhak Shah, Aparna Shanker and Neeraj Jain.
The investment objective of The Wealth Company Multi Asset Allocation Fund is to provide long-term capital appreciation and income by investing across multiple asset classes such as equity, debt, and commodities, including gold. The scheme belongs to the Multi Asset Allocation Fund category. The fund is managed by Aparna Shanker, Umesh Sharma and Niranjan Das.
The investment objective of The Wealth Company Ethical Fund is to generate long-term growth by investing in companies that comply with ethical and socially responsible investment principles. The scheme is classified under the Thematic Fund category. The fund is managed by Aparna Shanker and Saloni Kapadia.
The investment objective of The Wealth Company Gold ETF Fund of Fund is to provide returns linked to gold prices by investing in units of Gold Exchange Traded Funds rather than holding physical gold directly. The scheme falls under the Gold Fund of Funds category. The fund is managed by Niranjan Das.
Yes. AMFI’s member page lists The Wealth Company Mutual Fund and provides its SEBI Registration ID (MF/086/25/12).
Wealth Company Mutual Fund currently has 6 funds: The Wealth Company Flexi Cap Fund, The Wealth Company Arbitrage Fund, The Wealth Company Ethical Fund, The Wealth Company Liquid Fund, The Wealth Company Multi Asset Allocation Fund and The Wealth Company Gold ETF FOF.
Yes. Angel One provides a mutual fund investing platform and outlines steps to start SIPs by logging in and selecting Mutual Funds. You can search and invest in available Wealth Company Mutual Funds schemes there.
Yes, all Wealth Company Mutual Fund schemes follow an active, high-conviction investment approach.
KYC documents such as identity proof, address proof, and PAN details are generally required to start a SIP through Angel One.
The Wealth Company Mutual Fund is based out of Pantomath Nucleus House, Saki Vihar Road, Andheri (E), 400072, Mumbai, Maharashtra.
Computer Age Management Services Limited (CAMS) is the (RTA) for The Wealth Company Mutual Fund.
A liquid fund is generally positioned as lower risk than equity-oriented funds, and listings categorise Unifi Liquid Fund under liquid/debt with “low to moderate” risk positioning compared to equity.
You can verify schemes on the Wealth Company Mutual Fund’s official website and access statutory/factsheet resources from the fund house’s pages.
