The Wealth Company Asset Management Holdings Pvt. Ltd., part of the Pantomath Financial Services Group, has launched The Wealth Company Multi Asset Allocation Fund, a true-to-label hybrid multi-asset offering. The NFO opens on November 19, 2025, and closes on December 3, 2025. The fund actively allocates across equity, debt, and commodities, including gold and silver, aiming to provide diversification, inflation hedging, long-term wealth creation, and resilience across market cycles.
What sets the fund apart is its hybrid-like flexibility combined with a favourable hybrid taxation framework under the Income Tax Act. With the ability to invest up to 50% in commodities, the fund allows managers to adjust dynamically to macro and market conditions, ensuring it acts as an active allocator rather than a passive holder of alternative assets. The objective is to deliver smoother, risk-adjusted returns through cycles.
CIO–Equity Ms. Aparna Shanker highlighted that the fund blends traditional Indian saving preferences—gold, real assets—with modern equity, debt, and commercial real estate exposure, calling it “ancestral balance, reimagined.” CIO–Debt Mr. Umesh Sharma emphasized that giving commodities equal importance strengthens real diversification, enabling the fund to capture debt stability, commodity hedging, and equity growth. Together, they describe this strategy as “Consistency That Builds Bharat.”