Mumbai, September 25th, 2025: The Wealth Company Asset Management Holdings company Pvt ltd, the asset management company (‘AMC’) to The Wealth Company Mutual Fund, a Pantomath Group company, today created history by becoming India’s first woman-led Mutual Fund to make its debut with four active funds New Fund Offers (NFOs). Adding another milestone, the AMC has also become the first in the country to launch its NFOs on the Open Network for Digital Commerce (ONDC) platform, furthering its mission of simplifying and democratizing mutual fund investing. With this, The Wealth Company Mutual Fund becomes the first mutual fund to start with four active category funds, leading with unique combination of woman leadership of CEO, CIO-Equity and Chief Compliance Officer.

The four funds launched are The Wealth Company Flexi Cap Fund, The Wealth Company Arbitrage Fund, The Wealth Company Ethical Fund, and The Wealth Company Liquid Fund are designed to meet diverse investor needs across growth, stability, ethics, and liquidity. Together, they mark a comprehensive debut that blends institutional-grade diligence, scientific risk frameworks, and a distributor-first ecosystem.

Among them, The Wealth Company Ethical Fund stands out as an open-ended equity scheme following an ethical theme. The scheme is built on the timeless Satvik principles of purity, compassion, and Ahimsa (non-violence). In line with its values-first philosophy, the fund excludes industries such as alcohol, tobacco, gambling, narcotics, leather, meat and poultry, pesticides, and any enterprise involving animal cruelty. These exclusions are not just filters, but foundations of a Satvik way of investing—where Dharma (values) and Dhan (wealth) coexist in balance.

The NFOs open for subscription on September 24, 2025, and close on October 8, 2025. Investors can begin their wealth journey with a Minimum Application Amount and Systematic Investment Plan (SIP) options.

Ms. Madhu Lunawat, Founder, MD & CEO of The Wealth Company Mutual Fund, said, “We are introducing a new paradigm for mutual fund investing, built on clarity and conviction. By marrying proprietary risk frameworks with deep, institutional-grade diligence, we aim to empower investors to choose strategies that truly align with their life and wealth goals—whether they are long-term growth, capital stability, ethical investing, or tactical liquidity. This is how we redefine wealth creation: by ensuring every investment is purposeful, transparent, and built to grow. This suite of offering is a powerful toolkit for our mutual fund distributor (MFD) partners. Each fund is a strategic tool designed to address a precise need – from the risk-averse retiree to the values-seeking next-gen investor. By combining institutional-quality research with simplified, distributor-first processes, we are empowering our MFD partners with strong execution and transparent servicing”.

Unlike traditional mutual fund strategies that stop at balance-sheet analysis, The Wealth Company Mutual Fund applies private equity-style diligence—digging deeper with forensic and legal checks to flag risks early—and continuous monitoring through dynamic dashboards that enable timely intervention and loss prevention. This approach helps investors benefit from proactive oversight, sharper risk management, and greater confidence in long-term wealth creation.

“Our investment edge lies in the fusion of discipline with agility. Whether it's the agile capital allocation of the Flexi Cap fund or the high-conviction, exclusion-based screen of the Ethical fund, every strategy is built on a non-negotiable foundation of deep fundamental research and continuous monitoring to protect and grow investor capital” added Ms. Aparna Shanker, CIO – Equity, The Wealth Company Mutual Fund.

Adding to it, Mr. Umesh Sharma, CIO- Debt, The Wealth Company Mutual Fund said, “At Wealth Company Mutual Fund, we believe that the pillars of an ideal fixed-income offering are clarity, consistency, and predictability. For investors, this means a clear understanding of each fund’s philosophy and approach, which are applied consistently over time, thereby minimizing surprises and enhancing confidence. Our fixed-income strategy is built around three guiding themes: stability, accrual, and active management. Each portfolio is aligned with one of these principles in mind, ensuring that investors can align their surplus and allocations with their financial goals. We are committed to keeping every fund true-to-label, strictly adhering to regulatory guidelines in both letter and spirit. Our ultimate objective goes beyond performance—it is to build and sustain the most valuable asset in asset management: our investors’ trust.”

The Wealth Company Mutual Fund is the first mutual fund to launch its New Fund Offer (NFO) on the Open Network for Digital Commerce (ONDC) network, in partnership with Cybrilla Technologies Pvt. Ltd., making mutual fund distribution simpler and more accessible to a wider base of investors.

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