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WSIF

Strategic capital,structured for the long term.

The Wealth & Strategic Investment Fund houses The Wealth Company's strategic mandates — concentrated positions held through cycles, for investors who can commit patient capital.

Illustration representing strategic investments

  • Long

    Holding period

  • Eligible

    Investors only

  • Deep

    Diligence before

How WSIF is used

WSIF sits alongside the mutual fund and PMS businesses. It is the structure used where a mandate needs a longer runway than a public-market portfolio allows.

Participation is limited to eligible investors, and terms — including commitment, lock-in and reporting — are set per mandate. Speak with the team for current terms and documentation.

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.