Home Business

The Wealth Company Mutual Fund Approved to Introduce Specialized Investment Fund Category

The Wealth Company Mutual Fund Approved to Introduce Specialized Investment Fund Category

The Wealth Company Mutual Fund, part of the Pantomath Group, has received SEBI’s approval to launch its Specialized Investment Fund (SIF), a strategy-driven offering that blends hedge-fund-like agility with mutual fund transparency. The SIFs will be launched under the brand WSIF.

The AMC has appointed Chinmay Sathe as CIO & Head – SIF to guide investment strategy and research-led decision-making.

According to the fund house, WSIF is anchored in a philosophy that merges conviction with clarity, supported by thorough research and structured risk-taking. The emphasis is on building portfolios through disciplined processes, intelligent aggression, and precise execution to generate performance across cycles.

CEO Madhu Lunawat said the approval marks an important milestone for the mutual fund industry, which she believes is entering a new era of innovation. She added that WSIF will offer multiple SIF products tailored to different investor risk preferences.

Sathe noted that WSIF will be designed for investors seeking differentiated, research-backed strategies that align with their unique asset allocation needs.

By offering hedge-fund-inspired strategy flexibility within a SEBI-regulated mutual fund framework, the new SIF category aims to provide both enhanced returns and strong downside protection. The first set of offerings will target HNIs, family offices and sophisticated platforms.

The Wealth Company manages around ₹10,000 crore in client assets and operates several Category II AIF schemes. The firm’s investment philosophy is rooted in clarity, discipline and research-led conviction, and it is also a signatory to the UN PRI framework.