Madhu Lunawat, Founder & MD, The Wealth Company Mutual Fund
The Wealth Company Mutual Fund has launched new fund offer (NFO) of Small Cap Fund. It is structured to identify and invest in high-growth businesses within the small-cap universe.
The NFO offers a unique blend of institutional-quality research, PE-style due diligence and retail-first accessibility to the Indian investing landscape. The fund is built to identify emerging leaders early in their growth journey, combining deep company evaluation with structured risk management and active portfolio monitoring.
Madhu Lunawat, Founder & MD, The Wealth Company Mutual Fund, said the fund house brings the same depth of diligence seen in private equity to public markets, combining disciplined stock selection with a long-term structural view of India’s growth.
Fund focus
The focus will be on building a resilient, high-conviction portfolio that can compound capital over time while maintaining strong governance standards and disciplined risk management, she added.
The fund is anchored in proprietary investment frameworks designed to identify scalable and resilient businesses across market cycles.
Aparna Shanker, CIO – Equity, said the fund house integrates deeper due diligence processes including evaluation of promoter quality, governance standards and succession visibility besides forensic and legal diligence to detect early warning signals.
Proprietary scoring engines combines fundamentals, growth vectors and quantitative indicators such as earnings momentum and volatility, she said.
Published on March 5, 2026