Pantomath Capital

Name

Pantomath Capital

Legal name

Pantomath Capital Advisors Private Limited

Website

https://pantomathgroup.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Investment Banking and Securities Intermediation (523150), Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Equity Capital Markets Advisory (Equity Issuance Strategy & Readiness) (FSACAAAI)

Keywords

• Investment banking services
• Asset management services
• Stock broking distribution
• Alternative investment funds
• Fintech AI platforms

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices6 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Banking Advisory Fees: Fee-based advisory services for IPOs, M&A, QIP, and private equity transactions. Pantomath Capital has raised more than INR 4,800+ crore across public offerings in 12 years. Revenue generated from lead manager fees, advisory mandates, and success fees on completed transactions.
2. Asset Management Fees: Management fees from mutual funds, AIFs, PMS, and SIF products. The Wealth Company Alternates manages over ₹10,000 crore AIF corpus. Fee structure includes expense ratios for mutual funds and management carry for alternate funds.
3. Stock Broking and Distribution: Commission revenue from equity, derivatives, mutual fund distribution, IPO subscriptions, and other investment products. The platform serves 172,000+ investors through 225+ franchise partners.
4. Fintech Platform Subscriptions: Subscription and licensing fees from AI-powered platforms including Leadzen.ai for lead discovery, Analystt.ai for due diligence, and Grex for private securities management.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels5 records

Core offering

Pantomath Capital Advisors is India's leading independent investment bank focused on growth-stage businesses, specializing in IPOs, M&A, QIP, and Private Equity transactions, having executed 150+ transactions and raised ₹4,800+ crore across public offerings in 12 years. As part of the Pantomath Group ecosystem, it delivers an integrated financial services platform spanning investment banking advisory, asset management (mutual funds and Category II AIFs), stock broking and distribution, institutional equities, and proprietary fintech/AI platforms.

Product overview

Pantomath Group operates as a fully integrated financial services platform offering multiple distinct products across investment banking, asset management, stock broking, institutional equities, and fintech/AI. The core investment banking arm, Pantomath Capital Advisors, specializes in IPOs, M&A, QIP, and Private Equity transactions. Asset management is delivered through The Wealth Company Alternates (AIFs with Bharat Value Fund and Bharat Bhoomi Fund), The Wealth Company Mutual Fund (SEBI-registered mutual funds including WSIF SIF products), and iBasket. Stock broking and distribution is powered by Investmentz platform and ACMIIL (40+ years legacy in institutional equities). The fintech portfolio includes Leadzen.ai (AI-driven lead discovery), Analystt.ai (AI-powered due diligence), Grex (blockchain-enabled private securities), and Equigini (digital-first investment banking interface). The platform follows a platform-plus-modules architecture where core services interconnect through shared intelligence and client networks.

Differentiator

Problem solved

Functional benefit

Brands

• The Wealth Company Alternates: India's fastest-scaling alternate fund manager managing high-conviction Category II AIFs including Bharat Value Fund and Bharat Bhoomi Fund with over ₹10,000 Cr AIF corpus.
• The Wealth Company Mutual Fund
• Leadzen.ai
• Analystt.ai
• Grex
• Equigini
• Investmentz
• ACMIIL
• WSIF
• Bharat Value Fund
• Bharat Bhoomi Fund

Products and services

• Pantomath Capital Advisors India's leading independent investment bank specializing in IPOs, M&A, QIP, and Private Equity transactions for growth-stage businesses, with 150+ transactions completed across sectors and ₹4,800+ crore raised across public offerings in 12 years.
• The Wealth Company Alternates India's fastest-scaling alternate fund manager managing high-conviction Category II AIFs including Bharat Value Fund and Bharat Bhoomi Fund with over ₹10,000 crore AIF corpus; UNPRI signatory with research-driven investing approach.
• The Wealth Company Mutual Fund SEBI-registered mutual fund offering diversified equity and debt products for retail and institutional investors; India's first female-founded mutual fund house with 9 active funds launched, ₹2,000 crore debut NFO, and GIFT City global reach.
• Investmentz Multi-product stock broking and investment platform offering advisory access, multi-asset trading (equity, derivatives, mutual funds, bonds, IPO, ETF), and fully digital onboarding with real-time portfolio tracking; serves 172,000+ investors through 225+ franchise partners.
• ACMIIL (Asit C. Mehta Investment Intermediates Limited) Established capital market platform backed by 40+ years legacy in Institutional Equities offering equity, derivatives, fixed income, PMS, and mutual fund access with robust research and digital tools across 200+ offices nationwide.
• Leadzen.ai AI-driven lead discovery engine that automates top-of-funnel outreach using verified contacts, LinkedIn integration, and real-time enrichment for financial services firms.
• Analystt.ai AI-powered due diligence platform that aggregates 1,000+ entity-level data points across 500+ sources to deliver diligence reports, compliance flags, and financial benchmarking insights.
• Grex India's first blockchain-enabled private securities platform enabling regulated capital raising and investor relationship management for unlisted companies.
• Equigini Digital-first investment banking interface that curates high-quality deal flow and enables faster execution through real-time intelligence and AI-driven deal curation for private markets.
• WSIF (Wealth Company Specialised Investment Fund)

Quantifiable outcome

• ₹4,800+ crore raised across public offerings in 12 years
• +4 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature4 records

Partnerships

Nine partnerships are on record, tiered core and strategic.

• The Wealth CompanycoreOthersPart of Pantomath Group ecosystem. India's fastest scaling alternate fund manager managing high-conviction Category II AIFs including Bharat Value Fund and Bharat Bhoomi Fund. UNPRI signatory with ₹10,000+ crore AIF corpus.
• The Wealth Company Mutual FundcoreOthersSEBI-registered mutual fund offering diversified equity and debt products. India's first female-founded mutual fund house. 9 active funds launched with ₹2,000 crore debut NFO. GIFT City global reach.
• ACMIIL (Asit C. Mehta Investment Interrmediates Limited)coreOthersEstablished capital market platform backed by 40+ years legacy in Institutional Equities. 200+ offices franchise network. Institutional research team delivering actionable insights across sectors.
• GrexstrategicTechnology or IntegrationIndia's first blockchain-enabled private securities platform enabling regulated capital raising and investor relationship management for unlisted companies.
• Leadzen.aistrategicTechnology or IntegrationAI-driven lead discovery platform with verified contacts, LinkedIn integration, and real-time enrichment for financial services firms.
• Analystt.aistrategicTechnology or IntegrationAI-powered due diligence platform aggregating 1,000+ entity-level data points across 500+ sources for compliance monitoring and investment research.
• EquiginistrategicTechnology or IntegrationDigital-first investment banking interface curating high-quality deal flow with AI-driven deal curation and pipeline management for private markets.
• United Nations - Principles for Responsible Investment (UN PRI)strategicOthersSignatory to UN PRI demonstrating commitment to responsible investing practices. The Wealth Company Alternates operates as a UNPRI signatory.
• NSE - National Stock Exchange of IndiacoreStrategic or Co-development PartnerThe Wealth Company AMC became first asset management company to sign up in principle for NSE Electronic Gold Receipts (EGR) segment. Strategic partnership supporting India's Gold Exchange initiative.

Scale indicators14 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Kotak Mahindra Capital: One of India's leading domestic investment banks and ECM advisors; directly competes with Pantomath Capital in IPO bookrunning, QIPs, M&A, and PE placements for Indian growth-stage and mid-cap companies.
• Axis Capital: Domestic investment banking arm of Axis Bank; competes with Pantomath in mid-cap IPO advisory, M&A, and equity capital markets transactions across Indian growth-stage issuers.
• JM Financial: Integrated financial services group offering investment banking, asset management, and broking; one of the co-book runners on Zetwerk IPO alongside Pantomath, with overlapping client base in Indian ECM.
• ICICI Securities: Full-service Indian investment bank and retail broking platform; directly comparable to Pantomath's integrated IB plus distribution model, with strong ECM franchise and institutional research.
• Motilal Oswal Investment Banking: Mid-market focused investment bank and broking group in India with strong institutional research and ECM franchise; closely comparable to Pantomath in serving growth-stage Indian companies.
• Anand Rathi Financial Services: Integrated financial services group offering investment banking, wealth management, broking, and asset management; similar platform architecture to Pantomath Group with comparable mid-market focus.
• IIFL Capital Services: India-based investment banking and institutional equities franchise with strong mid-cap ECM presence and growing wealth management business; comparable peer across multiple Pantomath verticals.

Broad incumbents

• HDFC Asset Management: India's largest mutual fund AMC managing ₹5+ lakh Cr AUM; comparable to The Wealth Company Mutual Fund's equity and debt product offerings though vastly larger scale.
• SBI Capital Markets: Government-owned investment bank with deep institutional relationships and large balance sheet; comparable to Pantomath in Indian ECM mandates though operating at much larger scale with state backing.

Regional players

• Zerodha: India's largest retail stock broking and discount trading platform; comparable to Pantomath's Investmentz platform for retail equity, derivatives, and mutual fund distribution though tech-first rather than franchise-led.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/pantomath_group
• LinkedInlinkedin.com/company/pantomath-capital-advisors-private-limited

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Subsidiaries8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments9 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pantomath Capital