Bengaluru, November 25, 2025: The Wealth Company Mutual Fund, part of the Pantomath Group, today announced that it has received approval from the Securities and Exchange Board of India (SEBI) to launch its Specialized Investment Fund (SIF) a first-of-its-kind, strategy-enabled product designed to deliver hedge-fund-like agility in a transparent and well-regulated ecosystem. With this approval, The Wealth Company Mutual Fund joins a select group of AMCs authorized to offer SIF strategies in India. The Wealth Company Mutual Fund will operate its SIF under ‘WSIF’ brand name.

The Wealth Company Mutual Fund has appointed Mr. Chinmay Sathe as Chief Investment Office & Head – Specialized Investment Fund.

WSIF is built on a philosophy that combines conviction with clarity. The Wealth Company Mutual Fund is driven by intelligent aggression, backed by rigorous research and deep market experience. The Wealth Company Mutual Fund believes that every position in the portfolio should be guided by disciplined process, continuous research, and an unrelenting commitment to long-term performance. In essence, WSIF stands for clarity of thought, precision in execution, and a philosophy that prioritizes meaningful risk-taking to generate sustained, differentiated returns across cycles.

Elaborating on the SIF approval Ms. Madhu Lunawat, Founder, MD & CEO, The Wealth Company Mutual Fund said, “Specialized Investment Funds mark the next phase of innovation in India’s mutual fund industry. At WSIF we aim to offer a high conviction research driven SIF designed to navigate market cycles through intelligent aggression, precise risk allocation, and the strategic use of hedging and directional tools — executed with discipline, clarity, and a deep commitment to superior long-term results. We plan to offer several products under the SIF umbrella to cater to different risk and asset allocation preferences of clients”

Adding to it, Mr. Chinmay Sathe, Chief Investment Officer & Head – SIF, The Wealth Company Mutual Fund said, “At WSIF, we aim to develop differentiated investment products that align with clients’ distinct risk profiles and strategic asset allocation needs. Our products would be built on a philosophy of conviction and clarity, backed by rigorous research and deep market experience. We are driven by intelligent aggression, focusing on opportunities with compelling reward asymmetry.”

By introducing hedge-fund–like flexibility within a SEBI-regulated mutual fund structure, the SIF category marks a significant evolution in India’s investment landscape. The Wealth Company Mutual Fund’s SIF (WSIF) is positioned to become a meaning allocation for investors seeking enhanced upside participation, along with meaningful downside protection. Backed by an institutional-grade research and risk-management framework, the fund aims to deliver a disciplined, all-weather solution for HNIs, family offices and sophisticated wealth platforms.

Disclaimer: Investments in Specialized Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility. Please read all investment strategy related documents carefully before making the investment decision.

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Bengaluru, 22 September, 2025: The Wealth Company Mutual Fund, a Pantomath Group Company, today announced a significant milestone by becoming the first asset management company (AMC) to launch New Fund Offer (NFO) on the Open Network for Digital Commerce (ONDC) Network in partnership with Cybrilla Technologies Pvt Ltd.

With this launch, investors across Bharat – especially in Tier 2 and Tier 3 cities will now be able to access The Wealth Company Mutual Fund NFOs seamlessly through ONDC Network’s open digital infrastructure. The initiative reflects the company’s vision of democratizing wealth creation and driving financial inclusion across underserved markets.

Starting 24th September, The Wealth Company Mutual Fund will be leveraging ONDC Network to launch its NFOs, making mutual fund distribution simpler and more accessible to a wider base of investors.

Madhu Lunawat, Founder, MD & CEO, The Wealth Company Mutual Fund, said: “Our integration with the ONDC Network marks a breakthrough moment. As the first AMC to launch NFOs on ONDC, we are making mutual fund investments easier, especially NFOs more accessible for investors across India, particularly reaching Tier 2 and Tier 3 cities that were previously underserved. This partnership reinforces our commitment to democratizing wealth creation and expanding financial inclusion nationwide.”

Vibhor Jain, Acting CEO and COO at ONDC, said: “It’s encouraging to see The Wealth Company Mutual Fund launch its NFO through the ONDC Network. By enabling discovery and access through new distribution channels, ONDC is not only broadening investor engagement but also helping bring investment opportunities to previously underserved markets. This demonstrates the network’s potential to support more inclusive and accessible financial ecosystems.”

In August 2025 alone, ONDC processed over 2,800 mutual fund transactions worth ~Rs 1.1 crores with more than 15 distributors live on the network. This growth underscores the strong appetite for investment opportunities in the underserved markets and highlights the vast potential of expanding access.

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully

The information herein is meant only for general reading purposes and the views being expressed only constitute opinions and therefore cannot be considered as guidelines, recommendations or as a professional guide for the readers. Certain factual and statistical information (historical as well as projected) pertaining to industry and markets have been obtained from independent third-party sources, which are deemed to be reliable. It may be noted that since The Wealth Company has not independently verified the accuracy or authenticity of such information or data, or for that matter the reasonableness of the assumptions upon which such data and information has been processed or arrived at, The Wealth Company does not in any manner assure the accuracy or authenticity of such data and information. Some of the statements or assertions contained in these materials may reflect The Wealth Company’s views or opinions, which in turn may have been formed on the basis of such data or information. Before making any investments, the readers are advised to contact their mutual fund distributor and verify the contents in order to arrive at an informed investment decision. None of the Sponsors, the Investment Manager, the Trustee, their respective directors, employees, associates or representatives shall be liable in any way for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including on account of lost profits arising from the information contained in this material.

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Bengaluru, 1^st July 2025: In an industry-first effort and a major step towards empowering mutual fund distributors across India, The Wealth Company has launched three specialized intensive training programs—two with Moody’s and PGP Academy, and a third exclusively developed by The Wealth Company. These training programs are fully sponsored and designed to prepare distributors for the future of wealth management, investor behavior, and new-age investment products. This initiative aims to empower 5,000 distributors on a first-come, first-served basis, helping them build deeper knowledge, confidence, and expertise in the evolving industry landscape. The training programs are slated to begin from 15^th July 2025.

PGP Academy: Preparatory Training for Specialized Investment Fund (SIF)
Participants will get access to 15 (15 weeks) online SIF training sessions (recordings included) aligned with NISM Series XIII: Common Derivatives Certification Examination. On completion, they’ll receive a joint certificate from PGP Academy and The Wealth Company—at no cost.

Moody’s & PGP: Award in International Wealth Management (AIWM)
A total of 20 live intensive sessions (20 weeks) will be undertaken to empower both established and emerging wealth professionals with specialized knowledge to address clients’ evolving needs in a global context. This foundational program equips participants with expertise to navigate complex wealth management challenges, enhancing their ability to deliver tailored solutions in an increasingly interconnected world.

In addition, there will be a bonus session on ‘The Psychology of Wealth Conversations’ exclusively developed by The Wealth Company. This session builds on the everyday experience of distributors and introduces a structured way to enhance client engagement. Drawing on behavioral finance and years of practical insight, it helps refine how distributors navigate investor behavior, strengthen trust, and hold more meaningful, well-informed conversations.

Reshaping the new-age mutual fund landscape with a distributor-first approach, Managing Director of The Wealth Company, Ms. Madhu Lunawat, said, “Distributors are the backbone of India’s mutual fund industry. This initiative is our way of investing in their future. These training programs are designed to give them the tools, confidence, and knowledge needed to serve tomorrow’s investors.”

Adding to it, Mr. Debasish Mohanty, Chief Strategy Officer at The Wealth Company, said,
“We firmly believe that every hour invested in learning today by MFDs compounds into lifelong client trust tomorrow. These courses reflect our belief in a distributor-first approach—with no conditions, no fine print—just meaningful, practical support.”

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