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    FUND DETAILS

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    The Wealth Company Balanced Advantage Fund
    Fund The Wealth Company Mutual Fund
    Category Hybrid - Equity Oriented
    Type Open Ended
    NAV(26/10/2026) 9.2788
    Percentage Returns
    1 Month Ago -6.03%
    3 Months Ago -5.98%
    1 Year Ago 0%

    AMC Wealth Company Asset Management Holdings Private Limited
    Fund The Wealth Company Mutual Fund
    Address Pantomath Nucleus House, Saki-Vihar Road, Andheri east, Mumbai, Maharashtra, India, 400072
    Email Investorcare@wealthcompany.in
    Phone No 65786200
    Fax
    Website https://www.wealthcompanyamc.in
    Setup Date 18/07/2025
    Type Of Mutual Fund Pvt.Sector-Indian
    Trustee Company Name Pantomath Trustee Private Limited
    Name Of Trustee Mr. Hukum Chand Jain
    Mr. Krishan Kumar Jalan
    Mr. Ram Sewak Sharma
    Ms. Rashmi Verma
    AMC Incorporation Date 27/09/2018
    Name Of Directors of AMC Mr. Atul Joshi
    Mr. Hemant Bhargava
    Ms. Madhu Lunawat
    CEO Ms.Madhu Lunawat
    CIO Mr. Umesh Sharma - Debt, Ms. Aparna Shankar - Equity
    Fund Manager Mr.Varun Nanavati
    Auditor S.R.BATLIBOI & CO.LLP
    Compliance Officer Ms. Suruchi Wanare
    Investor Service Officer Mr. Sachin Shah
    Registrar KFIN TECHNOLOGIES LTD
    Custodian HDFC Bank limited

    Shriram Financial Services Private Limited (Formerly known as Way2Wealth Brokers Pvt. Ltd.) - CIN U67120KA2000PTC027628 Stock Broking: SEBI Regn No.: INZ000178638 | Exchange Membership ID: NSE: 11502, BSE: 3117, MSEI:51000, MCX: 56730 Depository Participant: SEBI Regn No. IN-DP-472-2020 | CDSL ID: 12062900 & 12031500, NSDL ID: IN303077 | Research Analyst: SEBI Regn No. INH200008705 | PMS: SEBI Regn No.INP000000829 | Register with AMFI ARN: 77558 (Date of Initial registration - 8th Dec 2009, Date of expiry - 24th Jan 2027) | PFRDA: POP226012019

    Way2Wealth Commodities Private Limited - CIN U51229KA2006PTC039880 Stock Broking: SEBI Regn No.: INZ000049130 | Exchange Membership ID: NCDEX : 00908

    Copyrights @ 2014 © Shriram Financial Services Pvt. Ltd. (Formerly known as Way2Wealth Brokers Pvt. Ltd.) All rights reserved

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    Filing of complaints through SEBI’s online portal ‘SCORES’ and ‘SMARTODR portal’ - Easy & Quick
    A. Register On SCORES / SMARTODR Portal
    B. Mandatory Details For filling Complaints on SCORES: (Name, PAN, Address, Mobile Number, Email ID)
    C. Benefits:

    i. Effective Communication

    ii. Speedy Redressal of Grievance / Dispute