The Wealth Company, a part of the Pantomath Group, has appointed Unmesh Kulkarni as Managing Director to lead product strategy, innovation, and investment platform growth across its asset management business. According to reports from The Hindu BusinessLine, Kulkarni brings 29 years of experience across India's financial services industry to his new role. The appointment is part of the company's strategic focus on product development and market expansion, with Kulkarni now serving as Managing Director – Group Product Head.
Kulkarni's career spans prominent wealth management institutions, including being a founding member of the wealth management businesses of Merrill Lynch and Julius Baer in India. As reported by The Hindu BusinessLine, he most recently served as Head – Markets and Investment Management at Julius Baer India, where he was a member of the Management Committee leading critical functions including Product & Platform Development, Investment Strategy & Communication, Equities & Fixed Income Trading, Investment Advisory, and Asset Management (PMS and AIF). His previous experience includes senior leadership positions with DSP Merrill Lynch, Bank of America Merrill Lynch, and ICICI Bank International Private Banking, where he played a pivotal role in building investment and advisory platforms.
Kulkarni holds a Post Graduate Diploma in Management (MBA) from the Indian Institute of Management (IIM) Calcutta and a BTech (Hons) in Metallurgical Engineering from the Indian Institute of Technology (IIT) Kharagpur. According to The Hindu BusinessLine, these qualifications provide him with strong technical and business management foundations for his new role. His strong academic credentials further complement his professional expertise across wealth management, product development and capital markets.
Madhu Lunawat, Director at The Wealth Company, emphasized that product innovation and differentiation will be among the most important drivers of long-term value creation. As reported by The Hindu BusinessLine, Lunawat stated that building a robust, future-ready product ecosystem that caters to the evolving needs of investors is central to their strategy. Kulkarni expressed his commitment to leveraging his experience across wealth management, product development and capital markets to build innovative and client-centric solutions, strengthen the product architecture, and contribute meaningfully to the Company's long-term growth and leadership in the industry.
The Wealth Company is the asset management arm of Pantomath Group, managing ₹10,000 crores of client assets under the group's purview. The company manages high integrity investment products across asset classes, including Mutual Funds, SIFs, and multiple Category II AIF schemes, primarily under the Bharat Value Fund series including Bharat Value Fund Series V (presented as the Bharat Bhoomi Fund). The company is committed to integrating Environmental, Social, and Governance (ESG) principles into its investment approach and is a signatory to the United Nations Principles for Responsible Investment (UN PRI). Kulkarni's extensive experience in developing investment platforms, designing client-centric wealth solutions and leading high-performing teams is expected to play a significant role in strengthening the Group's product proposition and delivering sustainable long-term value for clients and stakeholders.
