The Wealth Company Mutual Fund Receives SEBI Approval to Launch Specialized Investment Fund SIF

A clarity-led, conviction-powered SIF that will aim to generate returns across market cycles while offering advantages of a transparent and regulated framework

Mumbai, November 24, 2025: The Wealth Company Mutual Fund, part of the Pantomath Group, today announced that it has received approval from the Securities and Exchange Board of India (SEBI) to launch its Specialized Investment Fund (SIF) - a first-of-its-kind, strategy-enabled product designed to deliver hedge-fund-like agility in a transparent and well-regulated ecosystem. With this approval, The Wealth Company Mutual Fund joins a select group of AMCs authorized to offer SIF strategies in India. The Wealth Company Mutual Fund will operate its SIF under 'WSIF' brand name.

The Wealth Company Mutual Fund has appointed Mr. Chinmay Sathe as Chief Investment Office & Head – Specialized Investment Fund.

WSIF is built on a philosophy that combines conviction with clarity. The Wealth Company Mutual Fund is driven by intelligent aggression, backed by rigorous research and deep market experience. The Wealth Company Mutual Fund believes that every position in the portfolio should be guided by disciplined process, continuous research, and an unrelenting commitment to long-term performance. In essence, WSIF stands for clarity of thought, precision in execution, and a philosophy that prioritizes meaningful risktaking to generate sustained, differentiated returns across cycles.

Elaborating on the SIF approval Ms. Madhu Lunawat, Founder, MD & CEO, The Wealth Company Mutual Fund said, "Specialized Investment Funds mark the next phase of innovation in India's mutual fund industry. At WSIF we aim to offer a high conviction research driven SIF designed to navigate market cycles through intelligent aggression, precise risk allocation, and the strategic use of hedging and directional tools - executed with discipline, clarity, and a deep commitment to superior long-term results. We plan to offer several products under the SIF umbrella to cater to different risk and asset allocation preferences of clients"

Adding to it, Mr. Chinmay Sathe, Chief Investment Officer & Head – SIF, The Wealth Company Mutual Fund said, "At WSIF, we aim to develop differentiated investment products that align with clients' distinct risk profiles and strategic asset allocation needs. Our products would be built on a philosophy of conviction and clarity, backed by rigorous research and deep market experience. We are driven by intelligent aggression, focusing on opportunities with compelling reward asymmetry."

By introducing hedge-fund–like flexibility within a SEBI-regulated mutual fund structure, the SIF category marks a significant evolution in India's investment landscape. The Wealth Company Mutual Fund's SIF(WSIF) is positioned to become a meaning allocation for investors seeking enhanced upside participation, along with meaningful downside protection. Backed by an institutional-grade research and riskmanagement framework, the fund aims to deliver a disciplined, all-weather solution for HNIs, family offices and sophisticated wealth platforms.

Investments in Specialized Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility. Please read all investment strategy related documents carefully before making the investment decision.

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 purpos

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 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.

For more information, please visit: www.wealthcompanyamc.in