The four schemes introduced are:
- Flexi Cap Fund
- Arbitrage Fund
- Ethical Fund
- Liquid Fund
Each fund is designed to address different investor requirements ranging from growth and stability to liquidity and values-based investing.
The Ethical Fund, in particular, applies exclusion criteria based on Satvik principles, avoiding sectors such as alcohol, tobacco, gambling, narcotics, leather, meat and poultry, pesticides, and animal cruelty-linked businesses.
The NFOs opened on September 24 and will remain open until October 8.
The minimum application amount is set at ₹1,000, with a Systematic Investment Plan (SIP) option starting from ₹250.
In another first, the company has listed its NFOs on the Open Network for Digital Commerce (ONDC) platform, becoming the first AMC in India to distribute funds through this channel.
According to the company, the funds are supported by institutional-grade research, private equity-style diligence, and risk frameworks that include forensic and legal checks. The AMC also plans to leverage its existing distribution network across 110+ cities and 450+ franchise partners.
The Wealth Company Mutual Fund’s leadership team includes Madhu Lunawat as Founder, MD & CEO, along with senior professionals heading equity and debt investment strategies.
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