The Wealth Company Mutual Fund
AUM
₹ 00
AMC Age
0 Years
No. Of Schemes
9
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
The best The Wealth Company Mutual Fund for you depends on your financial goals and risk tolerance. Equity funds are suited for long-term growth, debt funds provide stability, and hybrid funds offer a balanced approach. With Choice, you can access advanced research tools and perform in-depth fundamental and technical analysis to make informed investment decisions.
The Wealth Company Mutual Funds are taxed based on the type of investment and the holding period. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest through Choice, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the Know Your Customer (KYC) process is mandatory. Non-individual investors may need to provide additional documents, which can be conveniently uploaded on the Choice FinX platform.
For The Wealth Company Mutual Funds, the standard minimum investment is 1,000 for a lump sum purchase and 250 for a Systematic Investment Plan (SIP), though minimums are subject to change based on the specific fund chosen.
Returns are calculated based on the Net Asset Value (NAV). The formula is:
Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100
For SIP investments, the XIRR (Extended Internal Rate of Return) method is used to calculate returns. Choice Fin provides real-time NAV tracking and advanced return calculators to help estimate your earnings.
Yes, you can switch between The Wealth Company Mutual Funds seamlessly through Choice FinX. The platform facilitates smooth fund switching, but be mindful of potential exit loads and tax implications depending on your investment duration.
Charges include the Expense Ratio, Exit Load for early redemption, and Transaction Fees on investments exceeding certain thresholds. Direct plans, available through Choice FinX, have lower costs compared to regular plans, helping investors maximise returns.
No, a Demat account is not required to invest in The Wealth Company Mutual Funds through Choice FinX. You can invest directly on the platform or choose a Choice Demat account if you prefer to hold mutual fund units in electronic format.
You can access your The Wealth Company Mutual Fund statement through Choice FinX under the Portfolio section. Additionally, statements are available via the The Wealth Company Mutual Fund website, via email request, or through CAMS and KFintech portals.
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