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FAQs

FAQs

Ms. Madhu Lunawat is the Founder & CEO of The Wealth Company Mutual Fund. Prior to joining Wealth Company Asset Management Holdings Pvt Ltd, her journey includes pivotal roles at Infosys, ASREC and Edelweiss, where she served as CFO of Edelweiss ARC before taking the entrepreneur leap.

CEO, CIO, CTO, COO, Chief Compliance Officer, Chief Marketing Officer & Chief Strategy Officer will form a part of our core team

The head office of The Wealth Company Mutual Fund is at Pantomath Nucleus house, Saki Vihar Road, Andheri East, Mumbai- 400072

Yes, Currently, we have Official Point of Acceptance at the following cities: • Mumbai To see the latest list of our Official Point of Acceptance, please visit our website https://www.wealthcompanyamc.in/locate-us/ Our RTA(KFIN) also has its 200 locations as our Official Point of Acceptance which are updated on https://www.wealthcompanyamc.in/locate-us/

Our Customer Service number is 1800 267 3454 (Toll free). You may reach out to us from Monday to Saturday from 9 am to 6 pm (except public holidays) Alternatively, you can also write to us at investorcare@wealthcompany.in

https://www.wealthcompanyamc.in/

The scheme will re-open for ongoing offer on 17th October, 2025

No, Transaction charges have been removed pursuant to SEBI Circular No.: SEBI/HO/IMD/PoD1/CIR/P/2025/115 dated August 08, 2025

A stamp duty @0.005% of the transaction value would be levied on applicable mutual fund transactions, with effect from July 1, 2020. Accordingly, pursuant to levy of stamp duty, the number of units allotted on purchase/switch in transactions (including Reinvestment of Income Distribution cum capital withdrawal option) to the Unit holders would be reduced to that extent.

Not applicable as its our 1st NFO

If an NFO application is received after the cut-off or is found to be not in good order shall be rejected and a refund shall be initiated.

Within 5 working days from the date of closure of NFO i.e. 15th October, 2025, the refund shall be initiated provided we receive the money in our Bank Account

Yes. Unit holders opting to hold the units in Demat form must provide their Demat Account details in the specified section of the application form. The applicant will be required to indicate the DP Id number and Beneficiary Id number in the application form.

Yes. The nomination can be made by individuals applying for/holding units on their own behalf singly or jointly. Non individuals including society, trust, body corporate, partnership firm, Karta of Hindu Undivided Family, holder of Power of Attorney cannot nominate.

As per the latest SEBI guidelines, an investor should either nominate or should Opt out of the nomination by providing a declaration to Wealth Company Asset Management Holdings Pvt. Limited in the Nomination section of NFO Application Form.

Daily, Weekly, Monthly & Quarterly

At the time of registration, the minimum amount for this facility is Rs. 100/- and in multiples of Rs. 1/- for Daily, Weekly, Monthly and Quarterly frequency.

Minimum 6 instalments for Daily, Weekly, Monthly & Quarterly

Frequencies: Weekly, Monthly & Quarterly Minimum amount: Rs. 500/- & in multiples of Rs.1/- thereafter for all frequencies Minimum Instalment: 6 for all frequencies.