House Voice

'We bring a private equity approach to mutual funds'

An exclusive conversation with Madhu Lunawat, Founder, CEO & MD, The Wealth Company Mutual Fund

‘We bring a private equity approach to mutual funds’

Model-driven vs human-led portfolios? We are a 100 per cent fund manager-led AMC. Models are for those who want to play it safe and follow the herd. We’re not here to be another cookie-cutter fund house. We bring a private equity mindset to mutual funds—deep research, face-to-face meetings with management, understanding business DNA and assessing leadership under stress. No algorithm can tell you if a promoter has the vision to build a sustainable business or will crumble when things go south. Your first fund and trust playbook? Our maiden fund is a flexi-cap fund, and that choice was deliberate. Markets move in cycles. Why box ourselves into artific

This article was originally published on October 27, 2025.