The investment objective of The Wealth Company Balanced Advantage Fund Direct (G) is the schemes seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments..
The Wealth Company Balanced Advantage Fund Direct (G) is very high.
The new fund offer (NFO) period for The Wealth Company Balanced Advantage Fund Direct (G) is 2026-02-16 to 2026-02-10 with minimum investment amount of ₹ 5,000
The Wealth Company Balanced Advantage Fund Direct (G) NFO Details
NFO Open Date
-
Offer Close
10 Feb, 2026
Unit Price
₹ 10
Min. Amount
₹ 5,000
Entry Load
Not Applicable
Exit Load
Exit load of 1%, if redeemed within 180 days.
Scheme Type
Hybrid
Fund Option
The Wealth Company Balanced Advantage Fund Direct (G)
The Wealth Company Mutual Fund began its mutual fund operations in 2025 after securing SEBI approval and is backed by the Pantomath Group, a well-established financial services platform. As a focused and research-driven asset management company, it offers a curated suite of schemes — including flexi-cap, ethical, arbitrage, and liquid funds — designed with long-term investor outcomes in mind. Led by Founder & CEO Madhu Lunawat, the AMC emphasizes disciplined investing, broad financial inclusion, and innovative access for retail investors across India.
