BHARAT VALUE FUND- SERIES IV

About Company

The Wealth Company is the asset management and investment advisory arm of the Pantomath Group, focused on delivering curated alternative investment solutions to high-net-worth individuals and institutional investors. With a leadership team comprising seasoned professionals across private equity, capital markets, and wealth management, the firm emphasizes trust, transparency, and long-term value creation. Through products like the Bharat Value Fund, The Wealth Company enables access to high-growth mid-market opportunities backed by institutional discipline, robust governance, and active portfolio engagement.

Fund Snapshot

Particulars	Description
Category of Fund	Category II Alternative Investment Fund (Close ended)
Target Fund Size	Up to ₹ 4,000 Crs (Corpus of ₹ 3,000 Crs Plus Green Shoe of up to ₹1,000 Crs)
Term	5.5 years from the first close subject to extension as permitted under Regulations
Management Fees	2% p.a. on Contribution Amount
Set-up Fee	Waived
Operating Expenses	Capped at 0.3% of the commitment amount
Hurdle Rate	15.00% (XIRR)
Carried Interest (with Catch-up)	Commitment up to ₹ 9.99 Cr : 20%

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About Fund Manager

CA Madhu Lunawat Chief Investment Officer, Bharat Value Fund

Madhu Lunawat brings over two decades of experience in investment management, mergers and acquisitions, and treasury operations. She is a seasoned leader and serial entrepreneur, having co-founded several ventures including Pantomath Group, CorpGini Innovations, and Lunawat Ventures. Her professional journey includes leadership roles as the former CFO at Edelweiss ARC and prior stints at Infosys and ASREC, where she developed a strong foundation in financial strategy and restructuring.

A Chartered Accountant by qualification (ICAI), she also holds a Bachelor’s degree in Commerce from the University of Guwahati. Madhu’s sharp strategic insights and operational depth continue to drive value creation across the Bharat Value Fund portfolio.

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

J-Curve Strategy: Capturing Pre-IPO Value

BVF IV enters just before the growth curve steepens — the “J-Curve” moment. This is the sweet spot where businesses require capital and institutional guidance but offer the highest return asymmetry. By providing need-based external support (financial advisory, governance, recruitment, communication), BVF IV drives value creation until the company is IPO-ready, and exits at peak institutional valuation — ahead of retail volatility.

Proven Track Record

BVF IV builds on the legacy of Series I and II, with a focus on execution, selection, and outperformance:

100% of prior portfolio had >85% promoter holding
100% were first institutional cheques
Growth Support offered across all investments
Asset-backed businesses prioritized (96% in Series II)

SIDBI Backing

SIDBI, under its Fund of Funds for Startups (FFS), committed ₹60 Cr to BVF I (IIOF). Following a standout exit with a 7.5x+ return within a year, SIDBI issued a formal letter praising:

Realised capital returns (not just paper gains)
Superior decision-making and timing
Strong exit discipline in a tough market
Validation as a government-backed, benchmark-worthy fund

Pillars of Strength

BVF IV is powered by The Wealth Company and supported by a network of expert institutions:

Pantomath – Full-stack financial services, mid-market IPO experts
Asit C. Mehta – 40+ years of legacy in wealth creation
Analystt – AI-powered intelligence for due diligence and management decisions
Leadzen.ai – AI-driven lead generation for business scaling

Together, these pillars ensure BVF IV combines deep experience with future-forward technology.

Why Bharat Value Fund IV?

Backed by Institutional Capital
Structured for Early, Risk-Adjusted Exits
Built on AI + Human Expertise
Benchmarked by SIDBI’s Vote of Confidence

Driving India’s Growth from Mid-Market to Market Leaders

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Fund Overview

Bharat Value Fund – Series IV, managed by The Wealth Company, is a SEBI-registered Category II AIF focused on providing growth capital to high-potential mid-market companies in India. The fund targets businesses with strong profitability, ₹500+ crore turnover, and proven track records. Its strategy is centered on early institutional entry at deep valuation discounts—typically 30–40% below listed peers—enabling significant upside at the time of exit.

The fund aims to raise ₹3,000 crore, with an additional ₹1,000 crore green shoe option, totaling a corpus of ₹4,000 crore. The fund tenure is ~66 months, and it offers a 15% XIRR hurdle rate, with a minimum investment of ₹1 crore. Uniquely, the fund charges no setup fee, prioritizing investor-aligned terms. The strategy includes active ownership, with robust involvement in governance, CXO hiring, business expansion, and fundraising—positioning portfolio companies for successful IPOs or strategic exits.

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