Skip to content
The Wealth
Company
Login

Mutual Funds

Deep Diligence Before.Active Involvement After.

Founded by India's first woman AMC founder. Equity, hybrid, debt and ETF funds.

2023
SEBI AMC registration
10+
Funds across categories
2013
Pantomath Group founded

All funds

All funds

  • Equity - High risk

    Flexi Cap Fund

    Active management across market caps. Deep diligence applied to high-conviction stock selection.

    SIP From

    ₹500

    View fund

  • Equity - High risk

    Small Cap Fund

    High-growth India businesses at an early stage of their compounding journey.

    SIP From

    ₹500

    View fund

  • Hybrid - Moderate risk

    Multi Asset Allocation Fund

    Equity, debt and commodities in a single portfolio, rebalanced on rules rather than sentiment.

    SIP From

    ₹500

    View fund

  • Equity - High risk

    Ethical Fund

    Shariah-compliant screening applied before the same deep diligence every equity fund receives.

    SIP From

    ₹500

    View fund

  • Debt - Low risk

    Liquid Fund

    Short-duration instruments for money that needs to stay available without sitting idle.

    SIP From

    ₹500

    View fund

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

18,000 cr. AUM

Invest now →

The investment philosophy

Where others scan,
we check properly

Before we invest, we check every detail — not just what looks good on paper. After, we stay involved and keep track of how things are going.

Deep Diligence Before — what it means in practice

Before we invest, we look at the business, its leadership, and whether it can last. We do this for every fund.

Active Involvement After — staying accountable

Ownership does not end at allocation. We track operating progress against the thesis that justified the position, meet management on a schedule rather than on news, and write down what would make us exit. Portfolio changes are communicated with specificity, not summaries.

A fund family for every investor stage

Liquid and debt funds for money with a near-term job, hybrid and multi asset for the middle, equity and small cap for capital that can stay invested through a full cycle. The same research standard runs through all of them.

Who this is for

  • 01

    Serious investment intelligence should not be gated behind minimum ticket sizes.

    The quality of thinking behind a mutual fund should be identical to the quality behind a Rs50 crore AIF. The vehicle changes. The intellectual rigour does not.

  • 02

    Deep diligence before is not a process. It is a philosophy.

    We study businesses the way a principal owner would — not a trader. The holding period is long. The conviction is earned through analysis, not momentum.

  • 03

    The best investment decisions are made in the context of a person's actual life.

    Risk tolerance, time horizon, income, goals — these are the substance of an advisory relationship that should persist over decades, not quarters.

  • 04

    Financial inclusion requires creating new financial professionals, not just new products.

    The people who deliver financial guidance should look like India — different regions, different backgrounds, different starting points.

Get Started

SEBI AMC Regn. No: MF/086/25/12Founded by India's first woman AMC founderAMFI ARN-3086

Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. Investors in Shariah funds should consult appropriate advisors.