The Wealth Company Mutual Fund
AMFI Registered Mutual Fund
Official Total AUM
₹1.3k Cr
AMFI Disclosed
Schemes Managed
11
Active Portfolios
Inception Date
2025-07-17
Founding Year
Key Managers
2
Tracked Professionals
📍 Office: Pantomath Nucleus House,Saki Vihar Road, Andheri (E),Mumbai, Maharashtra Mumbai 400072
📞 Phone: 1800 267 3454
🌐 Website: www.wealthcompanyamc.in/
Key People & Fund Managers (2)
Aparna Shanker
🎓 MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB.
Prior to joining the The Wealth Company MF, she was associated with SBI MF, Unit Trust of India, Birla Global Finance and Sahara Mutual Fund.
Saloni Kapadia
🎓 She holds a PGDBM from S.P. Jain Institute of Management & Research, Mumbai, and is a CFA from the CFA Institute, USA.
Prior to joining The Wealth Company MF, Ms. Saloni was associated with Aviva Life Insurance India,Phillip Capital Management and State Bank of India.
Key Schemes Managed (2)
All Mutual Fund Schemes (11)
| Scheme Name | Category | AUM | NAV | 1Y Ret | 3Y Ret | 5Y Ret | |
|---|---|---|---|---|---|---|---|
| The Wealth Company Liquid Fund | Debt Scheme - Liquid Fund | ₹547.9 Cr | ₹1060.66 | — | — | — | |
| The Wealth Company Flexi Cap Fund | Equity Scheme - Flexi Cap Fund | ₹230.8 Cr | ₹9.74 | — | — | — | |
| The Wealth Company Multi Asset Allocation Fund | Hybrid Scheme - Multi Asset Allocation | ₹169.8 Cr | ₹10.78 | — | — | — | |
| The Wealth Company Arbitrage Fund | Hybrid Scheme - Arbitrage Fund | ₹151.5 Cr | ₹10.54 | — | — | — | |
| The Wealth Company Small Cap Fund | Equity Scheme - Small Cap Fund | ₹62.4 Cr | ₹11.77 | — | — | — | |
| The Wealth Company Balanced Advantage Fund | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | ₹45.9 Cr | ₹9.94 | — | — | — | |
| THE WEALTH COMPANY ETHICAL FUND | Equity Scheme - Sectoral/ Thematic | ₹37.9 Cr | ₹9.64 | — | — | — | |
| The Wealth Company Gold ETF | Other Scheme - Gold ETF | ₹23.7 Cr | ₹151.54 | — | — | — | |
| The Wealth Company Large & Mid Cap Fund | Equity Scheme - Large & Mid Cap Fund | ₹21 Cr | ₹10.14 | — | — | — | |
| The Wealth Company Gold ETF FOF | Other Scheme - FoF Domestic | ₹14 Cr | ₹9.69 | — | — | — | |
| The Wealth Company Mid Cap Fund | Equity Schemes - Mid Cap Fund | — | ₹9.79 | — | — | — |
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns.
Abundance Financial Services (ARN-251838, AMFI Registered Mutual Fund Distributor) · Atin Kumar Agrawal (APRN04279, APMI Registered PMS Distributor).