The Wealth Company Appoints Unmesh Kulkarni as Managing Director

Mumbai, Maharashtra, India, July 2026 - Wealth Company Private Limited, a part of the Pantomath Group, has appointed Unmesh Kulkarni as its Managing Director. A distinguished leader in wealth management and capital markets, Kulkarni brings 29 years of experience across India's financial services industry and will spearhead the Group's product strategy and innovation initiatives as The Wealth Company continues to strengthen its position as a leading asset management platform.

Over the course of his illustrious career, Unmesh Kulkarni has built an exceptional track record with some of the world's most respected financial institutions. He was a founding member of the wealth management businesses of Merrill Lynch and Julius Baer in India.

Most recently, he served as Head - Markets and Investment Management at Julius Baer India and was a member of the Management Committee, leading critical functions including Product & Platform Development, Investment Strategy & Communication, Equities & Fixed Income Trading, Investment Advisory, and Asset Management (PMS and AIF).

Earlier, he held senior leadership positions with DSP Merrill Lynch, Bank of America Merrill Lynch, and ICICI Bank International Private Banking, where he played a pivotal role in building investment and advisory platforms, strengthening client engagement models, and driving strategic business growth.

Kulkarni's strong academic credentials further complement his professional expertise. He holds a Post Graduate Diploma in Management (MBA) from the Indian Institute of Management (IIM) Calcutta and a B.Tech (Hons.) in Metallurgical Engineering from the Indian Institute of Technology (IIT) Kharagpur, two of India's most prestigious institutions.

Commenting on the appointment, Ms. Madhu Lunawat, Director, Wealth Company Private Limited, said: "As The Wealth Company continues its rapid growth journey, product innovation and differentiation will be among the most important drivers of long-term value creation. Building a robust, future-ready product ecosystem that caters to the evolving needs of investors is central to our strategy. Unmesh's deep understanding of wealth management, capital markets and investment products, combined with his proven experience in creating and scaling successful product platforms, makes him the ideal leader to drive this vision. We are delighted to welcome him to the leadership team and are confident that his expertise will significantly strengthen our product capabilities and support our next phase of growth."

Speaking on his appointment, Unmesh Kulkarni, Managing Director - Group Product Head, The Wealth Company, said: "I am delighted to join The Wealth Company at a time when the organisation is building a differentiated platform for wealth creation and investment solutions. The Group has demonstrated a clear long-term vision and an entrepreneurial approach to creating value for investors. I look forward to leveraging my experience across wealth management, product development and capital markets to build innovative, client-centric solutions, strengthen the product architecture, and contribute meaningfully to the Company's long-term growth and leadership in the industry."

Kulkarni's appointment reinforces The Wealth Company's commitment to building world-class leadership capabilities and accelerating innovation across its product portfolio. His extensive experience in developing investment platforms, designing client-centric wealth solutions and leading high-performing teams is expected to play a significant role in strengthening the Group's product proposition and delivering sustainable long-term value for clients and stakeholders.

About The Wealth Company:

The Wealth Company is the asset management arm of Pantomath Group, a prominent financial institution widely accredited for its discovery-led investing and capital markets expertise. With ~ ₹ 10,000 crores of client assets under the group's purview, The Wealth Company manages high integrity investment products across asset classes, built for performance, grounded in process, and led by purpose.

Founded by Madhu Lunawat, also the Co-founder of Pantomath Group - The Wealth Company reflects a strong investment-first philosophy, underpinned by deep due diligence and disciplined execution. Built on a foundation of deep research and high-conviction investing, The Wealth Company believes in creating value through clarity, discipline, and intelligent product design. This approach is backed by a track record of identifying hidden potential and converting it into real value for investors.

Along with Mutual Fund, The Wealth Company also manages SIFs, and multiple Category II AIF schemes, primarily under the Bharat Value Fund series including Bharat Value Fund Series V (presented as the Bharat Bhoomi Fund). The Wealth Company's Board of Directors comprises seasoned professionals with diverse expertise, offering robust governance and strategic direction.

Wealth Company Asset Management Private Limited is also a signatory to the United Nations Principles for Responsible Investment (UN PRI), The Wealth Company is committed to integrating Environmental, Social, and Governance (ESG) principles into its investment approach - underscoring its belief that conscious investing drives enduring value.