The fund follows an active allocation framework, combining metals such as gold and silver for diversification and inflation hedging, fixed income for potential stability, and equity for long-term wealth creation.
#NFOAlert #MultiAssetFund #WealthCompanyMF #AssetAllocation #HybridFund #GoldAndSilver #Diversification #InvestmentStrategy #PantomathGroup
Chandigarh: The Wealth Company Asset Management Holdings Private Limited, one of India’s fastest-growing AMCs under the Pantomath Financial Services Group, is launching ‘The Wealth Company Multi Asset Allocation Fund’. The true-to-label hybrid, commodity-anchored multi-asset fund will actively balance equity, debt, and commodities. Thus, it helps investors with long-term wealth creation by creating a resilient and well-diversified portfolios across market cycles. The New Fund Offer (NFO) opens on November 19, 2025, and closes on December 3, 2025.
NFO Details NFO Opening Date: 19th November 2025 NFO Closing Date: 3rd December 2025 Scheme Type: An Open-ended Multi-Asset Allocation Scheme investing across equity/equity related securities, debt/money market instruments, commodity ETFs, exchange traded commodity derivatives Benchmark: NIFTY 200TRI (40%) + NIFTY Short Duration Debt Index (45%) + Domestic Prices of Gold (10%) + Domestic Prices of Silver (5%) Risk-o-Meter: High Risk Fund Managers: Ms. Aparna Shanker, Mr. Umesh Sharma, Mr. Varun NanavatiThe fund follows an active allocation framework, combining metals such as gold and silver for diversification and inflation hedging, fixed income for potential stability, and equity for long-term wealth creation. Each asset class endeavours to serve a distinct role in growth, potential stability, and generating risk adjusted returns.
What differentiates the fund is its hybrid-like structure, which provides broad flexibility to move dynamically across asset classes while benefiting from a favourable tax framework. The Wealth Company Multi Asset Allocation Fund aims to maintain its asset mix in line with the requirements for hybrid taxation under the Income Tax Act.
With the ability to allocate up to 50% in commodities, the fund offers managers greater latitude to adjust positioning based on changing macro and market conditions. This may ensure the portfolio is not a residual holder of alternative assets but an active, forward-looking allocator, designed to capture opportunities across cycles and aim to deliver smoother, risk-adjusted returns over time.
New Fund Offer (NFO) Details
| Key Detail | Information |
| Fund Name | The Wealth Company Multi Asset Allocation Fund |
| Type | Open-ended Hybrid Multi Asset Allocation Fund |
| NFO Open Date | November 19, 2025 |
| NFO Close Date | December 3, 2025 |
| Reopening Date | December 8, 2025 (for continuous sale and repurchase) |
| Fund Managers | Aparna Shanker (CIO – Equity), Umesh Sharma (CIO – Debt), and Varun Nanavati |
| Benchmark | NIFTY 200 TRI (40%) + NIFTY Short Duration Debt Index (45%) + Domestic Prices of Gold (10%) + Domestic Prices of Silver (5%) |
| Minimum Investment | ₹1,000 (and in multiples of Re 1 thereafter) |
Elaborating on the NFO launch, Ms. Aparna Shanker, CIO- Equity, The Wealth Company Mutual Fund said, “At Wealth Company Mutual Fund, we believe that asset allocation is the cornerstone of long-term wealth creation and preservation. As Indians, we’ve always been instinctive savers, gold in our lockers, real estate in our families. Our Multi-Allocation Fund invests in these very time-tested assets, bolstered by equity and debt, and now enhanced with commercial real estate that aims to delivers steady returns with modern liquidity. This is ancestral balance, reimagined with sophistication and ease.”
Adding to it Mr. Umesh Sharma, CIO – Debt, The Wealth Company Mutual Fund said, “By giving commodities their rightful place alongside equity and debt, we are building diversification that works in practice, not just on paper. The asset allocation flexibility within the Fund mandate allows us to capture the potential stability of debt, hedging nature of commodities and the long-term growth of equity with better risk-adjusted outcomes. Our goal is to engineer portfolios that perform through cycles, with active conviction.”
Together, they form what the AMC calls “Consistency That Builds Bharat”, reflecting the belief that India’s next phase of growth will be powered as much by real assets and manufacturing as by markets and innovation.
#NFOAlert #MultiAssetFund #WealthCompanyMF #AssetAllocation #HybridFund #GoldAndSilver #Diversification #InvestmentStrategy #PantomathGroup
Source: TheWealthcompany PR
