The Wealth Company Mutual Fund
Last Updated on 31 Mar 2026
AUM
₹ 1,412.65 Cr
Funds on Anand Rathi
21
AMC Age
8 Yrs
Sorted by 5Y Returns descending
List of Top The Wealth Company Mutual Fund Schemes
21 records
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of The Wealth Company Mutual Fund
Ms. Saloni is an investment professional with over 19 years of experience in fund management, equity research, fixed income and ESG initiatives across India and Asian markets. Saloni is an SP Jain MBA and is also a qualified CFA. Ms. Saloni was also associated with Aviva Life Insurance India where she managed equity and fixed income portolios. She has also held leadership roles at Phillip Capital Management and State Bank of India. PGDBM from S.P. Jain Institute of Management & Research, Mumbai - CFA from CFA Institute, USA
He joined UTI AMC Ltd. in 1992. He has been part of Dealing team since July 2007. The responsibilities handled as part of dealing function are execution of secondary market Equity and Gold ETF transaction. He has been handling Primary Market investments both for Equity and Debt Markets. Prior to dealing he had handled various responsibilities in Sales & marketing, Investor services from 1992 to 2007. He has a total work experience of 30 Years Postgraduate in Commerce (M. Com), MBA in Finance
Credit rating of Large Corporate Group - Crisil Ratings Ltd (2022 - 2025) Credit rating of Large Corporate Group (EMEA) - Citi (2021 - 2022) Internal & Risk Audit - KPMG India (2018 - 2021) B.COM and Chartered Accountant
Over 8 years in the financial markets with majority exposure to fixed income market segment. 1. April 11, 2024 - October 8, 2025 Fund Manager - Fixed Income, TRUST Asset Management Private Limited 2. June 2021 - April 10, 2024 Dealer - Fixed Income, TRUST Asset Management Private Limited 3. December 2020 - June 2021 AVP - Product Lead, TRUST Asset Management Private Limited 4. June 2017 - November 2020 InsOtuOonal Dealer, WDM Desk, TRUST Group 5. June 2013 - August 2014 Trader - Interest Rate Market, Futures First BE (Mechanical), Assam Engineering College, Gauhati University, PGDM (Finance), MDI Gurgaon
Over 32 years of experience in the Mutual Fund industry across various domains including 13 years as a Fund Manager at SBI Mutual Fund. She has also worked with Unit Trust of India, Birla Global Finance and Sahara Mutual Fund in the past. MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB
Key Information of The Wealth Company Mutual Fund
The Wealth Company Mutual Fund
AMCFunds Managed
10
Assets Managed
₹ 1,412.65 Cr
Contact Details
Registered Address
Pantomath Nucleus HouseSaki-Vihar Road, Andheri east,mumbai-400072
Managing Director
Madhu Lunawat
Chief Executive Officer
Madhu Lunawat
Compliance Officer
Suruchi Wanare
How to Invest in The Wealth Company Mutual Fund with Anand Rathi?
Planning to invest in The Wealth Company Mutual Fund online?
Anand Rathi provides a secure and seamless platform to get started easily.
Follow these 5 simple steps:
- Register or Log In: Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.
- Complete Your KYC: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.
- Explore The Wealth Company Mutual Fund: Browse available The Wealth Company Mutual Fund and shortlist those that align with your investment goals.
- Choose Your Investment Mode: Invest your way- opt for SIP to build discipline or go for a lump sum if you prefer a one-time investment.
- Monitor & Watch Your Investments Anytime: Invested in The Wealth Company Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.
Documents Required to Invest in The Wealth Company Mutual Fund
Investing in The Wealth Company Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:
The following set of documents is required to invest in mutual fund:
- PAN Card - Mandatory for all investment transactions.
- Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
- KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).
SEBI Regulations & Compliance on The Wealth Company Mutual Fund
As per the Securities and Exchange Board of India, here are the rules that apply for
AMCs (Asset Management Companies) providing mutual fund schemes.
- SEBI Regulation: AMCs operate under SEBI (Mutual Funds) Regulations, 1996.
- Mandatory Structure: Sponsor-Trustee-AMC structure is compulsory for all MF houses.
- SEBI Registration: AMC must be registered with SEBI to provide its scheme to investors.
- Minimum Net Worth: AMC must maintain Rs 50 crore net worth at all times.
- Scheme Disclosure: Scheme Information Document (SID) & Key Information Memorandum (KIM) filing with SEBI is mandatory before launch.
- Asset Allocation: Mutual fund schemes must strictly follow the stated investment mandate.
- Exposure Limits: A certain cap on stock, sector, and group exposure applies.
- Risk Management: AMCs must have a strong risk and liquidity controls.
- Expense Ratio: Total Expense Ratio (TER) is capped and transparently disclosed.
- NAV Disclosure: Net Asset Value (NAV) must be declared daily.
- Compliance Officer: Mandatory appointment for regulatory oversight.
- Investor Protection: Grievances handled via SEBI?s SCORES (SEBI Complaints Redress System) platform.
Mutual Funds Calculators
Explore Mutual Funds by Types
Open NFOs
No open NFOs available
Explore Other Popular AMCs
SBI Mutual FundICICI Prudential Mutual FundHDFC Mutual FundNippon India Mutual FundKotak Mahindra Mutual FundAditya Birla Sun Life Mutual FundUTI Mutual FundAxis Mutual FundTata Mutual FundDSP Mutual FundMirae Asset Mutual FundBandhan Mutual FundEdelweiss Mutual FundPPFAS Mutual FundInvesco Mutual FundMotilal Oswal Mutual FundHSBC Mutual FundFranklin Templeton Mutual FundCanara Robeco Mutual FundQuant Mutual FundSundaram Mutual FundBaroda BNP Paribas Mutual FundLIC Mutual FundMahindra Manulife Mutual FundWhiteOak Capital Mutual FundBajaj Finserv Mutual FundUnion Mutual FundPGIM India Mutual FundJio Blackrock Mutual FundZerodha Mutual FundBank of India Mutual FundJM Financial Mutual Fund360 ONE Mutual FundITI Mutual FundHelios Mutual FundNavi Mutual FundNJ Mutual FundGroww Mutual FundTrust Mutual FundQuantum Mutual FundAbakkus Mutual FundOld Bridge Mutual FundSamco Mutual FundUnifi Mutual FundShriram Mutual FundTaurus Mutual FundIL&FS Mutual FundCapitalmind Mutual FundAngel One Mutual FundChoice Mutual FundAlphaGrep Mutual Fund
Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
Log in to the AR Invest app or website, or else, open a demat account with the stock broker online. Then complete your KYC, select the The Wealth Company Mutual Fund fund, choose the SIP amount and frequency, and confirm the mandate. Your SIP will start from the date chosen.
To stop your SIP anytime on the AR Invest app, go to your active SIPs, select the SIP you want to discontinue, and confirm. The SIP will stop from the next installment itself.
To increase your SIP amount in The Wealth Company Mutual Fund;
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
You can invest in mutual fund app via lumpsum by;
Log in to the AR Invest app or open a demat account
Select your preferred The Wealth Company Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Log in to the AR Invest app or open a demat account
Select your preferred The Wealth Company Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Redemptions are easy on the AR Invest mutual fund app. Simply, select the units to redeem, enter the amount or number of units, and confirm. Proceeds are then credited to your registered bank account.
Track your portfolio in real-time via AR Invest mutual fund app. Check NAVs, SIP performance, and generate statements anytime on the app or website.
Your investment statements are available on AR Invest mutual fund app. Here's how you can access the statement/reports.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
All mutual funds are regulated by SEBI. While professionally managed, they carry market risks. Review the scheme's risk profile before investing.
No, it is not necessary to open a demat account to invest in The Wealth Company Mutual Fund. Usually, MF units are held digitally in your AMC folio via the "Statement of Account" (SoA) form. Opening a DEMAT account is optional if you prefer.
Top funds are based on performance and fund objectives. Check the AR Invest app for the current list of top-performing The Wealth Company Mutual Fund funds.
By investing in The Wealth Company Mutual Fund funds, investors get access to professional management, diversification, ease of online transactions via AR Invest, liquidity, and transparent reporting.
Every mutual fund has different suitability based on risk appetite. Those looking for professional management and diversification can think about The Wealth Company Mutual Fund funds.
Unlike anymarket instrument, even The Wealth Company Mutual Fund funds include risks like market volatility, interest rate changes (for debt funds), and liquidity risks. Review the fund's scheme information document before investing in any stock broker online app.
The AMC has been operating for 8 years, reflecting its experience and track record in the mutual fund industry.
The Wealth Company Mutual Fund manages assets worth ₹1,412.65 crore under its mutual fund business, indicating its scale and investor trust.
Madhu Lunawat is the current Chief Executive Officer of The Wealth Company Mutual Fund.
Suruchi Wanare is the current Compliance Officer of The Wealth Company Mutual Fund.
The Wealth Company Mutual Fund currently manages 10 Mutual fund schemes.
Download the AR Invest App
- 5000+ Schemes
- Personalized Solutions
- Expert Insights
