Pantomath’s The Wealth Company Secures SEBI Nod, Joins Mutual Fund League with Data-Driven Edge

Key highlights

 

The Wealth Company Asset Management Holdings (AMH), a subsidiary of Pantomath Group, has received final approval from the Securities and Exchange Board of India (SEBI) to launch its mutual fund business under the banner of The Wealth Company Mutual Fund. The Certificate of Registration was granted on July 18, 2025, making TWC AMH the 48th asset management company in India’s ₹74.41 lakh crore mutual fund industry.

 

Data-Driven, PE-Style Investing for All

 

The firm’s entry marks a significant shift in India’s mutual fund landscape, as it promises to bridge private equity-style, data-intensive research with mass-market simplicity. The Wealth Company is bringing its hallmark approach—originally used for high-net-worth clientele in alternative investments—straight to retail investors.

 

Investment products will be backed by rigorous back-testing, AI-powered insights, and thorough data analysis, aimed at delivering value-focused, outcome-driven returns rather than just tracking indices or offering vanilla products.

 

Democratizing Wealth Creation, Focusing on Emerging Markets

 

The Wealth Company has already established a strong alternative investment portfolio, managing over ₹10,000 crore in assets across four themed AIFs, serving both Indian and global HNI clients.

 

CEO Madhu Lunawat highlighted their mission to democratize wealth generation, specifically targeting Tier III and beyond markets where rising incomes and economic activity warrant active fund management. The goal: to empower both mutual fund distributors and retail investors in regions previously underserved by traditional AMCs.

 

Aligned with macroeconomic priorities, the fund house plans to favor sectors like manufacturing, digital transformation, and sustainable industrial growth, consciously avoiding areas that conflict with responsible growth and ESG principles.

 

Next-Gen Mutual Funds for a New India

 

By combining institutional-grade methodologies with a platform built for broad retail access, The Wealth Company aims to support India’s Viksit Bharat agenda. The company’s vision extends to facilitating transparent, disciplined wealth creation and making innovation in investment available to everyday Indians.

 

Sources: The Hindu BusinessLine, CNBC-TV18