Unsure about Asset Class? Solution: The Wealth Company Multi Asset Allocation Fund!

Join Ms. Aparna Shanker, CIO – Equity at The Wealth Company Mutual Fund, in a detailed discussion about their latest Multi-Asset Allocation Fund (NFO open from 19 Nov to 3 Dec 2025). She shares her deep experience in fund management and walks us through why this fund is uniquely designed for today’s market scenario.

Key takeaways from this conversation:

• The case for diversification: why investing in at least three asset classes (equity, debt, gold/other commodities) can reduce risk.

• The fund’s strategic allocation model: target allocation of ~40% equity, ~30% debt, ~30% in precious/other metals, and strategic flexibility to rebalance.

• The use of relative momentum: how they decide when to tilt the portfolio between asset classes, based on momentum and valuation.

• The investment philosophy: combining “Change + Age” — picking companies where meaningful change is happening + assessing external economic dynamics.

• The equity stock-selection framework: using bottom-up research, focusing on governance, valuation, management quality, and long-term growth.

• Rebalancing discipline: they plan monthly rebalancing to maintain the balance, but also act tactically based on data signals.

• Risk control: they don’t marry a stock forever — they are clear on exit criteria when better opportunities emerge, or when risk/reward shifts.

• Personal learnings from Aparna: mistakes she’s made, how she takes corrective actions, and how she maintains her mental balance (running, walking) while managing others’ money.

If you're considering investing in a hybrid fund that gives exposure across equity, debt, and commodities — especially in volatile times — this fund might be a very relevant option. Aparna’s clarity on strategy, process, and discipline makes this fund especially compelling for long-term investors.

Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully.

This video is created solely for educational and informational purposes. It should not be treated as investment advice or a recommendation to buy or sell any financial product.

Past performance is not indicative of future results. Markets are dynamic and can behave differently over time.

The views expressed in this video are of the respective speakers and do not necessarily represent the views of the host, the channel, or any associated organisations.

Investors should evaluate their financial goals, risk appetite, and consult a qualified financial advisor if needed.

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