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Wealth Company Mutual Fund Unveils Flexi Cap Fund for Long-Term Wealth Creation
8 Sep
Summary
- Wealth Company Mutual Fund launches new Flexi Cap Fund
- Fund applies proprietary frameworks to identify opportunities and manage risks
- Aims to deliver consistent returns through disciplined frameworks and agile decisions

In a move to bring depth and diligence to public markets, The Wealth Company Mutual Fund, part of the Pantomath Group, has launched its maiden Flexi Cap Fund. The new fund offering aims to invest across large, mid, and small-cap segments, with a dynamic allocation based on fundamentals, valuations, and market conditions.
The Flexi Cap Fund applies proprietary investment frameworks to identify opportunities and manage risks, according to the company. "This fund brings depth and diligence to public markets, with dynamic allocation across market caps. Our goal is to create long-term wealth with conviction and clarity," said Madhu Lunawat, Founder and MD of The Wealth Company Mutual Fund.
The fund's research process includes in-depth analysis of promoters, succession visibility, channel checks, forensic and legal due diligence, and proprietary scoring engines that track fundamentals, growth, and quantitative signals. The company also uses dynamic dashboards for continuous monitoring and early intervention. "We aim to deliver consistent returns by blending disciplined frameworks with agile investment decisions, supported by private equity-style checks and continuous monitoring," said Aparna Shanker, Chief Investment Officer - Equity.