NFO Alert: The Wealth Company Mutual Fund Launches Multi Asset Allocation Fund; NFO Opens Nov 19

The Wealth Company Mutual Fund, part of the Pantomath Financial Services Group, has announced the launch of The Wealth Company Multi Asset Allocation Fund, a hybrid scheme designed to invest across equity, debt and commodities, including gold and silver. 

The New Fund Offer will open on November 19 and remain available for subscription until December 3.

Multi-Asset Structure for Balanced Investing

The fund aims to provide a diversified avenue for investors through a true multi-asset framework. Its allocation strategy blends three major asset classes: equities for long-term growth, fixed income for stability and steady income, and commodities for diversification benefits.

A key highlight of the fund is its ability to allocate up to 50% of the portfolio to commodities. This gives the fund manager the flexibility to adjust commodity exposure based on shifting market cycles, global trends and macroeconomic factors. The structure is designed so that commodities form a meaningful, core allocation rather than a residual component.

Active Asset Allocation Approach

The scheme adopts an active asset allocation model, enabling dynamic adjustments across equity, debt and commodities to manage risk and enhance returns. This approach is intended to help the fund navigate volatile market conditions while aiming for smoother, risk-adjusted outcomes over time.

According to the company, the fund’s structure will also align with hybrid taxation rules under the Income Tax Act, potentially offering tax efficiency to investors seeking diversified solutions.

Also Read: The Wealth Company Mutual Fund Raises ₹2000 Crore!

Conclusion

With its diversified structure and ability to invest significantly in commodities, The Wealth Company Multi Asset Allocation Fund aims to deliver balanced, risk-adjusted returns across market phases. As the NFO opens on November 19, the fund positions itself as a strategic option for investors seeking multi-asset diversification under one scheme.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a private recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.