The Wealth Company Mutual Fund
AUM
₹ 00
AMC Age
0 Years
No. Of Schemes
1
The Wealth Company Mutual Fund is a prominent mutual fund house in India, known for its research-driven approach and commitment to long-term wealth creation. It focuses on delivering consistent, sustainable returns through disciplined investment strategies.
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About The Wealth Company Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
The Wealth Company Mutual Fund is the asset management arm of The Wealth Company, part of the Pantomath Group, a trusted name in merchant banking, private equity, and capital markets. Drawing on this strong lineage, The Wealth Company Mutual Fund combines precision, discipline, and foresight to identify opportunities long before they become mainstream.
Key Features
- Backed by the Pantomath Group’s rich capital markets experience, the fund house blends institutional discipline with entrepreneurial agility to identify value across market cycles..
- Guided by its private equity heritage, The Wealth Company Mutual Fund emphasises deep research and active engagement to enhance long-term performance..
- Offering equity, debt, and hybrid schemes, the fund house caters to varied financial goals and risk profiles.
- Committed to creating lasting wealth through disciplined, research-backed investment strategies.
Documents Required
To invest in The Wealth Company Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact The Wealth Company Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
The Wealth Company Mutual Fund Managers
Ms. Aparna Shanker
Mr. Umesh Sharma
Mr. Nishad Khanolkar
Mr. Bhavya Bagrecha
How To Invest In The Wealth Company Mutual Fund With Choice?
The Wealth Company Mutual Fund FAQs
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