This momentum is increasingly translating into greater participation in market linked investments. Odisha’s mutual fund Average Assets Under Management increased from ₹63,209 crore in March 2025 to ₹73,460 crore in March 2026, registering growth of over 16% in a year. The trend reflects rising investor participation while highlighting the significant opportunity to deepen financial awareness and access across the state.
The Wealth Company’s Bhubaneswar expansion will focus on strengthening access to financial guidance, supporting local distributors and creating a new generation of financial distribution entrepreneurs. Within its first year, the company aims to train, upskill and enable at least 1,000 MF Didis and MF Dosts across Odisha.
A special focus will be placed on educated women seeking flexible and productive avenues for professional engagement. Through financial education, technology enabled tools and business support, the initiative aims to equip women to become financial distribution entrepreneurs and contribute to wider financial inclusion.
Madhu Lunawat, Founder, The Wealth Company, said, “Odisha is at an important inflection point, with rising incomes, economic growth and increasing financial awareness creating a new generation of investors. Our objective is not merely to expand our distribution footprint, but to build financial capability at the grassroots. By enabling local entrepreneurs, particularly women, to become informed financial distributors, we can create a stronger and more sustainable ecosystem for wealth creation.”
As part of this commitment, Madhu Lunawat will address a Financial Literacy and Women’s Empowerment Camp, organized in collaboration with Mahila Atmanirbhar Abhiyan, on August 22, 2026, at KIIM’s Auditorium in Bhubaneswar. She will interact with more than 500 women from low-income communities, encouraging them to move beyond conventional saving towards disciplined financial planning and informed investing.
The session will cover saving and investment discipline, inflation awareness, and financial planning for children’s education, housing, healthcare and retirement, while emphasizing the importance of seeking appropriate financial guidance.
With its Bhubaneswar presence, The Wealth Company aims to deepen its engagement across Odisha, particularly in Tier II and Tier III markets, while building informed investors and enabling a stronger local financial distribution network.
About The Wealth Company:
The Wealth Company is the asset management arm of Pantomath Group, a prominent financial institution widely accredited for its discovery-led investing and capital markets expertise. With ~₹10,000 crores of client assets under the group’s purview, The Wealth Company manages high-integrity investment products across asset classes, built for performance, grounded in process, and led by purpose
Founded by Madhu Lunawat also the Co-founder of Pantomath Group—The Wealth Company reflects a strong investment-first philosophy, underpinned by deep due diligence and disciplined execution. Built on a foundation of deep research and high-conviction investing, The Wealth Company believes in creating value through clarity, discipline, and intelligent product design. This approach is backed by a track record of identifying hidden potential and converting it into real value for investors.
Along with Mutual Fund and SIF, The Wealth Company also manages multiple Category II and Category III AIF schemes, primarily under the Bharat Value Fund series including Bharat Value Fund Series V (presented as the Bharat Bhoomi Fund) and IFSC Fund operated from GIFT city.
The Wealth Company’s Board of Directors comprises seasoned professionals with diverse expertise, offering robust governance and strategic direction.
Wealth Company Asset Management Private Limited is also a signatory to the United Nations Principles for Responsible Investment (UN PRI), The Wealth Company is committed to integrating Environmental, Social, and Governance (ESG) principles into its investment approach—underscoring its belief that conscious investing drives enduring value.
For more information, please visit: www.wealthcompanyamc.in
