Calendly Book A Meeting call +91 95616 10108 WhatsApp Us WhatsApp Us

Bharat Value Fund Series IV

The Wealth Company

About Company

They are a wealth-management firm that combines over 40 years of trusted expertise (via Asit C. Mehta Financial Services) with the fresh, bold vision of the Pantomath Group. They focus on simple, clear, and effective investment solutions to help people grow their wealth for the long term. Their leadership team includes seasoned professionals like CA Madhu Lunawat and experienced fund managers. Above all, they aim to offer personalised guidance, backed by deep insight, integrity, and a values-driven approach.

Fund Snapshot

Fund Size

Up to 4,000 Crs (Corpus of 3,000 Crs Plus Green Shoe of up to 1,000 Crs)

Hurdle Rate

15% (XIRR)

Exit Duration

66 Months

Minimum Investment

INR 1 Cr

Subscription

Live

Category

Cat II AIF

Term

5.5 years

Management Fees

2% pa.

Setup Fee

Waived

Auditor

Deloitte

What Sets Them Apart?

Rapid Growth

AUM of INR 3000+ Crore within one financial year

Quick Deployment

They act fast than the industry average, deploying investments swiftly

Short Investment Tenure

Up to 5 years, compared to the typical 7-9 years in the industry

Alpha Generation

Focused on identifying key parameters that generate potential returns

Investor-Oriented Terms

Features like a 15% XIRR hurdle rate, short tenure, and zero setup fees set us apart

Proven Success

One exits with an average MOIC of 2.5x

Trusted by the wise

Investment from Indian Sovereign Fund in IIOF

Value over Money

They proactively manage Environmental, Social, and Governance (ESG) risks to create sustainable value

 

Founder & Director Profile

Investing, the Way It Should Be – Clear, Direct, Impactful.

 

Target Companies

They invest in asset-backed companies with a turnover of ₹500+ Crores and a proven, PAT-positive track record.

Exit Strategy

A strategic exit approach—pre/post-IPO or promoter buyback at fair value, targeting optimal returns.

Active Ownership

Providing strategic support to portfolio companies in governance, recruitment, business development, and financial advisory.

Leverage & Network

AI-driven insights, a board of advisors, and an extensive corporate network drive The investments.

Investment Discount

They invest at a 30-40% discount compared to listed peers, creating an immediate value proposition.

Reputable Audits

The financials are audited by Deloitte, ensuring transparency and credibility in all The operations.

Fund Theme

Focus Sectors:

Make in India & Make for World

Consumer Goods & Trade (especially Rural Consumption) 

Impact Investing (profitable, sustainable models)

 

Target Stage:

Growth-stage businesses on the verge of a big bang breakout (Inflection)

Entry Role:

Preferably first institutional investor

Ownership Approach:

Strategy & business development Corporate governance 

CXO hiring 

Operational advisory

Investment Ticket Size:

250 Cr – 400 Cr across 12-15 portfolio companies

Exit Focus

IPO/strategic exit within ~3.5-years & value realization without long-term hold risk

 

Where Strategy Meets Real-World Execution

Ideas are easy; execution is everything. At AltPort, we turn insights into structured, real-world decisions built on deep market understanding. Portfolios aren’t just planned — they’re executed with focus, timing, and discipline. Whether navigating volatility or capturing rising opportunities, we stay measured, strategic, and ahead. If you want execution that actually matches intent, we’re built for you.

 

 

🔒

AltPort Fund Insights

Click to unlock premium research & detailed analysis

Fund Manager

CA Madhu Lunawat

CA Madhu Lunawat, has over two decades of diverse experience, including investment management, corporate finance, and M&A. Co-founder of Pantomath Group, CorpGini Innovations Pvt Ltd, and Lunawat Ventures. Previously held positions at Infosys, ASREC, and Edelweiss, serving as CFO at Edelweiss ARC before founding Pantomath. Known for decisive leadership, she manages the India Inflection Opportunity Fund and holds memberships with The Institute of Chartered Accountants of India, with a Bachelor’s degree in Commerce from the University of Guwahati.

CA Nishad Khanolkar

CA Nishad Khanolkar

Nishad Khanolkar is a seasoned finance industry leader with over two decades of experience in asset management, investment banking, private equity, M&A, and corporate finance. He was the ex-CEO of SP Growth Partners in Hong Kong, managing investments in sectors like Oil & Gas, Healthcare, and Hospitality across Asia. A key achievement includes exiting a petrochemical plant in the Philippines for US$ 125 million. He also manages the India Inflection Opportunity Fund. Nishad is a member of the Institute of Chartered Accountants of India (ICAI) and holds a Bachelor’s degree in Commerce from the University of Mumbai.

Frequently Asked Questions

What makes The Wealth Company’s Bharat Value Fund Series IV stand out in the AIF space? +

They operate with clear, investor-friendly terms—shorter tenures, a 15% hurdle rate, and no setup fees. Their track record of rapid AUM growth, quick deployment, and strong exits positions the fund as a high-conviction choice for serious investors.

How do they choose the companies they invest in? +

Their focus stays on asset-backed businesses with ₹500+ Crore turnover, consistent profitability, and strong fundamentals. They prefer entering early as the first institutional investor, backing companies ready for their breakout phase.

What is their approach to value creation after investing? +

They stay actively involved, offering governance support, helping with CXO hiring, strengthening business development, and providing financial advisory. This hands-on approach ensures the portfolio companies grow productively and sustainably.

How do they plan exits for investors? +

They follow a strategic, time-bound exit model—typically via IPOs, strategic sales, or promoter buybacks. Their aim is to deliver strong returns within about 3.5 years, avoiding long holding periods that can dilute value.

Why is their investment approach considered investor-orientated? +

They combine transparency, credible audits by Deloitte, tactical discounts at entry, ESG-conscious practices, and well-defined timelines. Every element is built to protect capital, enhance returns, and keep investors at the centre of the strategy.

Featured Presentations

ASK Panel

Startup as an Investment Asset Class | AIF & PMS Experts India | Finvolve Ventures Private Limited

Play Now

ASK Panel

Interaction with @Shankar Sharma and Devina Mehra | First Global on Ask the Expert Show

Get In Touch

Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

Related Blogs

How India’s Alternative Investment Funds Have Grown: Trends & AUM Insights

Read More

How Neo Special Credit Opportunities Fund Benefits from India’s Private Credit Gap

Read More

Top AIF Performers (Feb 2025): Best Funds That Outperformed Market Benchmarks

Read More

The 2026 Guide to Alternative Investments: From Private Equity to Art Funds

Read More
Call WhatsApp