The Wealth Company Mutual Fund has submitted Scheme Information Documents (SIDs) for four new schemes to SEBI, signifying its official entry into the Indian mutual fund sector. The offerings consist of a flexi cap fund, an arbitrage fund, a thematic fund, and a fixed income scheme—showcasing a varied product strategy from the beginning.
Guided by a robust leadership team—Madhu Lunawat (MD & CEO), Prasanna Pathak (Deputy CEO), Aparna Shankar (CIO – Equity), Debasish Mohanty (Chief Strategy Officer), and Bhalchandra Joshi (COO)—the fund house seeks to bring high-conviction, institutional-grade investment strategies to the mass retail market in India.
In its press release, the AMC highlighted its commitment to disciplined investment strategies, creating long-term wealth, and making financial resources more accessible, which were once restricted to high net worth individuals and institutions. CEO Madhu Lunawat expressed that their purpose is based on establishing trust and aligning investments with the changing needs of investors—“not imitation, but intention.” The action is strongly aligned with India’s Viksit Bharat vision, fostering inclusive wealth and collaborative economic development.
