SEBI Clears The Wealth Company Mutual Fund’s Launch of WSIF Specialized Investment Fund
The Wealth Company Mutual Fund has obtained regulatory approval from SEBI to roll out its Specialized Investment Fund (SIF), marking a significant expansion of its product suite under the newly established WSIF brand.
With the approval, the AMC joins a limited group of fund houses allowed to run SIF strategies. It has appointed Chinmay Sathe as CIO & Head – SIF to lead investment operations for the platform.
The fund house said WSIF will follow a conviction-led investment approach anchored in robust research, precision-driven risk allocation and disciplined execution. The AMC emphasised that intelligent aggression, when backed by a clear process, can help deliver differentiated returns across various market environments.
Commenting on the development, Founder and CEO Madhu Lunawat said SIFs reflect India’s next phase of mutual fund innovation. She highlighted that WSIF aims to navigate market cycles using tools such as hedging and directional strategies, all within a transparent regulatory ecosystem.
Echoing this view, Sathe said the SIF product line will be shaped around clients’ risk appetites and asset allocation frameworks, with opportunities selected for their “compelling reward asymmetry.”
The AMC said WSIF will appeal to HNIs, family offices and advanced wealth advisory platforms looking for a balance of upside participation and downside protection.
The Wealth Company oversees assets of about ₹10,000 crore and also runs several Category II AIF schemes under the Bharat Value Fund banner. The AMC adheres to UN PRI standards, reinforcing its commitment to responsible investment.
