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Private Equity · Category II AIF · SEBI Reg. IN/AIF2/19-20/0690

Bharat Value Fund

Bharat’s potential is limitless. We know where to look. Identifying exceptional companies quietly emerging before the market does — and investing at 30–40% discount to listed peers with institutional conviction.

4000 cr.
Fund IV Size
15%
Hurdle rate XIRR
₹1 cr.
Min. Investment
Live
Subscription Open
Get full details Download overview

How it works

The Investment Journey

  1. Step 1

    Deal Selection

    AI-powered screening of PAT-positive, asset-backed companies with ₹500+ Cr turnover — acquired at 30–40% below listed peer valuations via proprietary networks.

  2. Step 2

    Active Ownership

    Board representation, governance, executive recruitment, financial advisory, and AI-driven support — we create value at every stage of the investment lifecycle.

  3. Step 3

    Harvest

    Pre/post-IPO monetization or promoter buyback at fair value — every position is underwritten with a clear, executable exit path and 66-month target horizon.

Fund series

All Series

Bharat Value Fund — Series IVCurrent Offering · ₹4,000 CrLive
Fund Size
Up to ₹4,000 Cr
(₹3,000 Cr + ₹1,000 Cr Green Shoe)
Hurdle Rate
15% XIRR
Exit Duration
66 Months
Min. Investment
₹1 Crore
Structure
Category II AIF
Status
Open for Subscription
Request Private Consultation Download Overview
Bharat Value Fund — Series III₹2,500 Cr · Deployment in ProgressDeploying
Fund Size
₹2,500 Cr
(₹1,500 Cr + ₹1,000 Cr Green Shoe)
Hurdle Rate
15% XIRR
Exit Duration
60 Months
Min. Investment
₹1.5 Crore
Structure
Category II AIF
Status
Deployment in progress
Bharat Value Fund — Series II₹2,000 Cr AUM · 11 CompaniesHarvesting
Launch
April 2024
Fund Size
₹2,000 Crore
Portfolio Companies
11
Status
Subscription Closed · Harvesting
India Inflection Opportunity Fund₹502 Cr AUM · 10 Companies · 1 Exit at 10×Harvesting
Fund Size
₹502 Cr AUM
Portfolio Companies
10
Exits
1 Exit at 10×
Status
Subscription Closed · Harvesting

Fund team

BVF Leadership

  • Illustrated portrait of Madhu Lunawat

    Co-Founder, Pantomath Group. Former CFO, Edelweiss ARC. ₹10,000 Cr+ AUA across platforms.

    Madhu Lunawat

    Founder

  • Illustrated portrait of Prasanna Pathak

    22 years at Franklin Templeton, UTI MF, IndiaFirst Life. MBA, SP Jain. From Research Analyst to CEO.

    Prasanna Pathak

    Managing Partner — Investments

  • Illustrated portrait of Nishad Khanolkar

    CA. 20+ years in PE, M&A, corporate finance. Former CEO, SP Growth Partners Hong Kong. BVF Fund I manager since inception.

    Nishad Khanolkar

    Investment Committee Member

What sets us apart

The BVF Edge

  1. 01

    Investment at a discount

    Entry at 30–40% below listed peer valuations creates an inherent margin of safety and immediate mark-to-market value. Every position has a built-in buffer from day one.

  2. 02

    Rapid capital deployment

    Streamlined investment processes and a pre-vetted proprietary pipeline ensure capital is deployed with precision and speed — no idle cash drag.

  3. 03

    Short investment tenure

    66-month exit horizon with defined pre/post-IPO or promoter buyback pathways. Every position is underwritten with a clear, executable exit from day one.

  4. 04

    AI-driven deal intelligence

    Proprietary AI models, a board of senior advisors, and an extensive corporate network give us an information edge in identifying, underwriting, and managing investments.

  5. 05

    Deloitte-audited financials

    Complete transparency through Big-4 audit standards. Every number is verified, credible, and held to institutional reporting norms.

  6. 06

    Proven track record

    ₹4,000 Cr+ in AUM across 4 fund series. A 10× exit in Fund I. 21 portfolio companies across high-growth sectors of India’s economy.

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.