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The Wealth Company Alternates

Where CapitalMeets Conviction

India’s most compelling private market opportunities private equity & real assets.

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₹4000 Cr+
Assets Under Management
10×
Delivered on Exit — Fund I*
II
Category AIF · SEBI Registered
2
Flagship Alternative Funds

Our offerings

Two Funds.
One Philosophy.

Concentrated, high-conviction positions in India’s most compelling growth stories — structured with institutional discipline and investor-centric terms.

  • AIF Category III · Series I–IV · Pre-IPO / PIPE

    Bharat Value Fund

    Investing early in India’s emerging value opportunities — asset-backed companies with proven track records, acquired at 30–40% discount to listed peers, with defined exit paths.

    4000 cr.
    Fund IV Size
    15%
    Hurdle rate XIRR
    ₹1 cr.
    Min. Investment
    66 Mo
    Exit Duration
    View Fund Details

  • Real Assets · Series V of BVF Family

    Bharat Bhoomi Fund

    India’s real estate opportunity reimagined — infra-linked, ESG-aligned, lifestyle-focused projects along expressways, metro corridors, and airport catchments. 40% project-level IRR targeted*.

    2000 cr.
    Fund IV Size
    12%
    Hurdle rate XIRR
    ₹1 cr.
    Min. Investment
    5.5 Yr
    Exit Duration
    View Fund Details

How we think

An Approach
Built on Principle

Everything we do is driven by insight, responsibility, and a focus on lasting impact — across every fund, every portfolio company, every investor relationship.

  • Long-Term Vision

    We prioritise lasting growth over short-term gains — building portfolios designed to compound through market cycles.

  • Purpose-Driven Impact

    We create value that goes beyond financial returns, leaving a lasting impact on businesses and communities we invest in.

  • Bold & Unconventional

    We move fast, think differently, and take calculated risks — identifying opportunities where others are not looking.

  • Trust & Transparency

    Integrity is foundational. Deloitte-audited, SEBI-compliant, clear and honest communication with every stakeholder.

  • Continuous Evolution

    AI-powered insights and a deep corporate network keep us ahead of market shifts and emerging opportunity sets.

  • Aligned Interests

    Investor-first structures. Short tenures, transparent hurdles, defined exits. We win only when you do.

Trusted voice talking about us

  • Press Trust of India: Bharat Value Fund invests Rs 130 crore in Veira Electronics
  • Press Trust of India: Bharat Value Fund invests Rs 130 crore in Veira Electronics

Exclusive Access

Reserved for Accredited Investors,Family Offices & Institutions

Download Fund OverviewRequest a Private Consultation

Common questions

SEBI AMC Regn:
MF/086/25/12 · PMS Bazaar top-quartile · Sovereign fund in IIOF

How do I start investing with The Wealth Company?

The investor who is doing this for someone else carries a different kind of responsibility. It is not just about returns. It is about certainty. The structure you build needs to hold not just when markets are good but when life gets complicated. That certainty comes from structure, not from product selection.

The structure that holds when markets do not

Allocation is decided before volatility arrives, not during it. We size positions so that a drawdown never forces a sale, and we rebalance on rules rather than on sentiment.

What responsible investing actually looks like

Deep diligence before capital is committed and active involvement after. We publish what we own, why we own it and what would make us change our mind.

What is the minimum to begin?

Mutual funds start at ₹500 through a SIP. PMS requires a ₹50 lakh minimum as mandated by SEBI, and AIF participation is limited to eligible and accredited investors.

How do I become a distribution partner?

One relationship with The Wealth Company gives your practice access to mutual funds, AIFs, PMS, demat and trading accounts, research and market insights. Start with Become a Partner and our partner desk will onboard you.

SEBI AIF Reg: IN/AIF3/13-14/0035Deloitte-audited₹5,000Cr+ AIF AUMSovereign fund co-invested

Bharat Value Fund and Bharat Bhoomi Fund are SEBI-registered Alternative Investment Funds (AIFs). They are not mutual funds and are not governed by SEBI (Mutual Funds) Regulations, 1996. Investment in AIFs is restricted to accredited investors as defined under SEBI AIF Regulations. These investments carry lock-in periods and are subject to liquidity restrictions. Investors should read the Private Placement Memorandum (PPM) and all related documents carefully before committing capital.

Past performance is not indicative of future results. The information on this page is for informational purposes only and does not constitute an offer or solicitation to invest.