The Wealth Company becomes India’s first woman-founded AMC to cross ₹2000 crore in debut NFOs

The Wealth Company Mutual Fund, part of Pantomath Group, today announced that it has mobilised approximately ₹2000 crore in its debut active category NFOs. The Wealth Company Mutual Fund raised ₹1951 crore from about 9000 pin codes, demonstrating strong trust in the brand’s inclusive, “Bharat-centric” philosophy.

This makes The Wealth Company Mutual Fund the first new-age mutual fund house in India to have successfully launched four active funds simultaneously in 2025. The fund schemes are The Wealth Company Flexi Cap Fund, The Wealth Company Ethical Fund, The Wealth Company Arbitrage Fund and The Wealth Company Liquid Fund, according to its press release.

Under Madhu Lunawat's leadership, Founder, Managing Director & CEO, The Wealth Company has pioneered as India’s first woman-founded AMC, the first to launch NFOs via ONDC, and to focus on Tier II and Tier III investor participation.

According to data from Value Research, since 2021, only four AMCs have mobilised approximately ₹2,000 crore or more through actively managed funds in their AMC debut year, including The Wealth Company Mutual Fund. This milestone makes The Wealth Company Mutual Fund the fourth AMC since 2021 and the second AMC in 2025 to have raised approximately ₹2,000 crore through actively managed funds, underscoring its differentiated investor trust and distributor engagement.

Elaborating on investors’ faith in The Wealth Company Mutual Fund, Ms Madhu Lunawat, Founder, MD & CEO, The Wealth Company Mutual Fund, said, “When the real India believes in you, you know you are on the right path. Achieving ₹2000 crore across four active funds in our debut from 9000 pin codes across the country is a validation of trust from investors, distributors, and partners who share our vision of democratising wealth creation. Furthermore, The Wealth Company Flexicap Fund, which represents one of the most popular equity categories in the mutual fund industry, has witnessed remarkable participation from B-30 cities, accounting for nearly 50% of its total NFO mobilisation. Our sincere thanks to our distributors who have contributed to this success.”

Adding to this, Debasish Mohanty, Chief Strategy Officer of The Wealth Company Mutual Fund, said, “Our debut isn’t just about scale, it’s about substance and trust. From day one, we positioned The Wealth Company Mutual Fund as a ‘Distributor-First’ and ‘Bharat-Centric’ AMC, focused on meaningful inclusion rather than marketing noise. We view this milestone not as a culmination but as the foundation of a sustainable wealth-creation ecosystem powered by Bharat’s growing financial confidence.”

Notably, The Wealth Company Mutual Fund saw significant inflows even though industry-wide equity inflows declined by 9% in September 2025, according to data from AMFI, the press release stated.