The Wealth Company Mutual Fund Unveils Its Maiden Flexi Cap Fund

Bengaluru, September 9th 2025– The Wealth Company Mutual Fund – A Pantomath Group Company today announced the launch of its Flexi Cap Fund, a New Fund Offering (NFO), designed to harness opportunities across large, mid, and small-cap segments. The Wealth Company Mutual Fund believes in investing with agility, scientific diligence, and a distributor-first ecosystem.

The Wealth Company Mutual Fund offers a unique blend of institutional-quality research, PE-style due diligence, and retail-first accessibility to the Indian mutual fund investing landscape. The Wealth Company Flexi Cap Fund is built to deliver true agility by dynamically allocating across market caps based on fundamentals, valuations, and external realities.

“This is not flexibility in name alone. We bring the same depth of diligence seen in private equity to public markets, combining thorough company and sector-level evaluation coupled with dynamic allocation across market caps. Our goal is to create long-term wealth with conviction, clarity, and accountability,” said Madhu Lunawat, Founder & MD, The Wealth Company Mutual Fund.

The fund is anchored in two proprietary investment frameworks.

“Our philosophy blends discipline with agility. By marrying frameworks like CHANGE and EDGE with PE-style checks, we aim to deliver consistent returns with managed risk – the way investing should be,” added Ms. Aparna Shanker, CIO – Equity, The Wealth Company Mutual Fund.

Unlike traditional MF strategies that often stop at balance-sheet analysis, The Wealth Company goes deeper with PE-style diligence:

• Promoter intent, succession visibility, and channel checks.
• Forensic and legal due diligence to detect red flags early.
• Proprietary scoring engines that combine fundamentals, growth vectors, and quantitative signals (earnings & price momentum, volatility).
• Continuous monitoring through dynamic dashboards to ensure early intervention and accident prevention.

“We believe distributors are the backbone of India’s mutual fund industry. Our endeavor is to give them institutional-quality products, backed by deep research and risk management, while ensuring strong execution and transparent servicing,” said Debasish Mohanty, Chief Strategy Officer, The Wealth Company Mutual Fund

The Wealth Company Mutual Fund is built with distributors and advisors at the center of its growth model. With a network spanning 110+ cities and 450+ franchise partners, the company is investing in training, digital onboarding, and simplified processes to empower distributors.

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully

The information herein is meant only for general reading purposes and the views being expressed only constitute opinions and therefore cannot be considered as guidelines, recommendations or as a professional guide for the readers. Certain factual and statistical information (historical as well as projected) pertaining to industry and markets have been obtained from independent third-party sources, which are deemed to be reliable. It may be noted that since The Wealth Company has not independently verified the accuracy or authenticity of such information or data, or for that matter the reasonableness of the assumptions upon which such data and information has been processed or arrived at, The Wealth Company does not in any manner assure the accuracy or authenticity of such data and information. Some of the statements or assertions contained in these materials may reflect The Wealth Company’s views or opinions, which in turn may have been formed on the basis of such data or information. Before making any investments, the readers are advised to contact their mutual fund distributor and verify the contents in order to arrive at an informed investment decision. None of the Sponsors, the Investment Manager, the Trustee, their respective directors, employees, associates or representatives shall be liable in any way for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including on account of lost profits arising from the information contained in this material.