The Wealth Company Mutual Fund Champions Retail Investment Growth in Kolkata

News Desk, News Nation 360 : By highlighting the growing popularity of mutual fund investing in Kolkata and throughout West Bengal, The Wealth Company Mutual Fund (Wealth Company Asset Management Holdings Private Limited), a company of the Pantomath Group, reaffirmed its dedication to democratising wealth generation. Kolkata is a key hub in the retail investing sector, ranking fifth in India for mutual fund assets under management (AUM) and contributing 3.49% of the nation's total AUM. Madhu Lunawat, Founder, MD & CEO, The Wealth Company Mutual Fund, stated that Kolkata has long been renowned for its financial discipline and depth of thought. It is now playing a significant role in the retail investment narrative in India. The city is demonstrating how regular investment may help regular investors create long-term wealth through increasing SIP adoption and expanding AUM. Whether a person lives in a small town or a metropolis, we at The Wealth Company want to make mutual fund investing easy, accessible, and inclusive. This goes beyond financial inclusion alone. Its mission is to assist individuals in developing long-term financial practices that enable them to achieve their life objectives. Investor behaviour in West Bengal exhibits a disciplined and long-term orientation toward financial growth, according to a 28% year-over-year growth in average mutual fund assets under management (AUM) as of May 2025, indicating strong interest in mutual funds in the state. This rising trend is particularly evident in Kolkata, where SIP registrations increased from 1.2 lakh in FY 2023–24 to more than 1.8 lakh in FY 2024–25, indicating a strengthening penchant for systematic, periodic investing by locals. There is a significant cultural transformation evident in the growing presence of women in the investment universe, with women currently holding 33.3% of mutual fund AUM in West Bengal, ranking the state among the top in the country for female investing. This transformation is consistent with increasing financial independence and knowledge by women investors, with West Bengal and Kolkata being named by wealth management companies as best practice examples in retail investor change. On balance, the state's increasing participation in mutual funds and specifically very high levels of women's investment indicate both changing financial behaviour and a more general shift toward inclusive, informed, long-term wealth creation.

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