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Chennai, March 2024: Mumbai-based The Wealth Company Asset Management Pvt Ltd, formerly Pantomath Capital Management, plans to expand its presence in Tamil Nadu, targeting a three-fold growth in assets under management (AUM) from key cities like Chennai, Coimbatore, Madurai, and Tiruchirappalli. Currently, Chennai accounts for 5.15% of the company’s AUM, a figure that The Wealth Company aims to increase to 15%. This strategic expansion is part of the company’s broader vision to deepen its footprint in the region.
As a renowned asset management firm, The Wealth Company has distinguished itself through its swift capital raising and deployment capabilities, coupled with its industry-leading exit strategy. Notably, the company has achieved the impressive milestone of raising over INR 4000 Cr in AUM within a remarkably short span of just one year.
Elaborating on the unique ideology that led to the growth of the firm, Ms. Madhu Lunawat, Managing Director, The Wealth Company Asset Management Pvt. Ltd. Said, “As India’s investor ecosystem continues to mature, it’s essential to harness wealth creation opportunities through a well-defined ‘Exit Ideology’. Gone are the days when investors would invest in decade duration funds. Investors have become extremely cognizant of the fact that bottom line is of utmost important in any enterprise. Our traditional industries are torchbearers and demonstrate that business cannot sustain beyond few years if the model is skewed towards burning capital. We like businesses which can sustain generations and provide meaningful contribution to nation building. India’s true potential lies beyond its metropolitan hubs. The Tier II and Tier III regions hold immense promise, poised to drive economic growth from within. Our expansion into Tamil Nadu marks a strategic step in this direction, as we seek to tap into the region’s latent potential. By focusing on these emerging areas, we aim to unlock new avenues for wealth creation, contributing to India’s economic growth and development.”
She further adds, “Tamil Nadu is an important state for us, a state that offers a game changing potential. Our company has already seen significant traction in Chennai, which currently contributes 5.15% (INR 155.10 CR) to our total AUM. Building on this momentum, we plan to increase our presence in Tamil Nadu, targeting a 15% share of our total AUM over the next 3 to 5 years.”
The Wealth Company (formerly Pantomath Capital Management Pvt Ltd) embarked on its journey in 2022, marking the launch of its maiden CAT-II AIF, India Inflection Opportunity Fund (IIOF), with a total size of INR 500 Cr. The fund achieved its final close in Nov’23. Building on this momentum, the Company introduced Bharat Value Fund (Series-II) in Apr 24, which garnered commitments of INR 1800 Cr and reached full subscription in Aug’24.
Their latest fund Bharat Value Fund (Series – III) with total size of INR 2500 CR (INR 1500 Cr Corpus with green shoe option of up to INR 1000 CR) was launched in Oct’24 and it currently has commitments in excess of INR 1500 CR.
About The Wealth Company:
The Wealth Company Asset Management Pvt Ltd is an asset management company. The firm offers a wide range of bespoke investment opportunities in PMS, AIF, among other Structured Products. The Company is backed by Pantomath Group and utilizes personalized approach to wealth management; leveraging cutting-edge data and Al technology to craft bespoke solutions that align with investor’s unique goals.
For more info visit: https://www.wealthcompany.in/
Disclaimer:
This document has been prepared by Wealth Company Asset Management Private Limited (formerly Pantomath Capital Management Private Limited), the Investment Manager to various schemes registered under India Inflection Opportunity Trust (the “AIF”), a Category II Alternative Investment Fund SEBI vide Registration no. IN/AIF2/19-20/0690.
This document has been prepared solely as an information document to be issued to a selected number of persons on a Private circulation basis and providing preliminary information and may not be relied on in any manner including as legal, tax or investment advice. In deciding whether to make an investment, you must rely on your own evaluation of the terms of the proposed investment and merits and risks involved, and upon receipt and careful review of the Placement Memorandum.
There can be no assurance that investors will receive return of their capital or target returns. The past performance of any other fund/scheme shall not have any linkage to the performance of the Fund.
This does not constitute an offer or solicitation to any person in any jurisdiction to raise funds. Investments in securities markets are subject to market risk. Please read all related documents carefully before investing.