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Premium Access AIF Category III

129 Wealth Trust

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category AIF Category III
Company Paul Asset Consultant Private Limited
Fund Managers Prasenjit Kumar Paul
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About Company

Paul Asset Consultant Private Limited

Paul Asset Consultant Private Limited serves as the specialized institutional sponsor and dedicated investment manager tasked with driving the core operational strategies of the 129 Wealth Trust. Based out of Kolkata, the corporate firm integrates long-standing market intelligence with strict asset management systems to offer tailored financial roadmaps for high-net-worth clients. The enterprise places severe emphasis on fundamental equity research, regulatory compliance, and risk-mitigated portfolio execution to scale investor capital across shifting market conditions.

Fund Snapshot

Parameter Details
Fund Name 129 Wealth Trust
Regulatory Authority Securities and Exchange Board of India (SEBI)
SEBI Registration Number IN/AIF3/24-25/1602
Fund Category Alternative Investment Fund (AIF) Category III
Registration Date September 26, 2024
Registered Address 4th Floor, DGK 407, The Galleria, Action Area 1, New Town, Parganas, Kolkata, West Bengal, 700156
Key Contact Person Prasenjit Kumar Paul
Minimum Investment ₹1 Crore (Standard SEBI threshold for Category III AIFs)

Fund Purpose

The primary objective of the 129 Wealth Trust is to act as a specialized, pooled investment vehicle providing sophisticated investors with structural access to high-conviction alpha opportunities. Operating as a SEBI-registered Category III Alternative Investment Fund, the trust consolidates capital from high-net-worth individuals and corporate entities to capture structural growth in public markets and flexible equity instruments. The fund is engineered to strategically deploy capital across liquid equities and diverse market opportunities to build sustainable long-term wealth while mitigating systemic risks.

Fund Philosophy

High-Conviction Growth Selection

The fund focuses heavily on concentrated, high-conviction market opportunities that present asymmetric risk-reward profiles. By blocking out short-term market noise, the investment process seeks out fundamentally sound businesses possessing strong sector tailwinds and exceptional capital efficiency.

Multi-Asset Operational Mandate

Leveraging its Category III structure, the fund maintains the flexible capacity to invest across public equities, derivatives, and diverse market instruments. This wide-ranging structural execution allows the investment team to actively hedge portfolios or maximize returns depending on prevailing market cycles.

Strict Capital Management Framework

Unlocking sustainable compounding requires rigorous drawdown management and preservation protocols. The fund maintains predefined risk guardrails and diversified allocation across distinct market sectors to shield investor capital from localized volatility and abrupt macroeconomic corrections.

Intensive Bottom-Up Research

Investment picks are strictly determined by thorough accounting due diligence and deep qualitative analysis rather than speculative momentum. Every target entity is heavily screened for high corporate governance standards, stable operational cash flows, and robust balance sheet integrity.

Total Transparency and Governance

Operating under the regulatory oversight of SEBI ensures strict investor protection frameworks and operational clarity. The trust mandates meticulous compliance routines, precise portfolio tracking, and structural reporting metrics to build lasting institutional trust with its contributors.

Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Prasenjit Kumar Paul

Prasenjit Kumar Paul

Prasenjit Kumar Paul acts as the key Principal Officer, Director, and lead Fund Manager overseeing the core strategic portfolio allocation for the 129 Wealth Trust. As a prominent financial researcher, equity analyst, and author with extensive domain experience in the Indian capital markets, he drives the firm's strict bottom-up research methodologies. His deep analytical understanding of corporate metrics, market cycles, and value investing principles underpins the absolute-return frameworks utilized by the asset management team.

Section: Help & Support
Frequently Asked Questions

Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.

What type of fund structure is 129 Wealth Trust? +

It is officially registered with the Securities and Exchange Board of India (SEBI) as a Category III Alternative Investment Fund (AIF), carrying the permanent registration number IN/AIF3/24-25/1602.

What is the minimum ticket size required to invest in this fund? +

In strict compliance with SEBI guidelines regulating Alternative Investment Funds in India, the mandatory minimum investment size for any individual, HNWI, or corporate entity is ₹1 Crore.

When did the fund receive its official regulatory approval from SEBI? +

The trust achieved its permanent regulatory approval and legal registration validity from SEBI on September 26, 2024.

Who is eligible to participate in the 129 Wealth Trust? +

The fund is specifically engineered for sophisticated market participants, including high-net-worth individuals (HNWIs), family offices, corporate treasuries, and institutional investors looking for absolute-return strategies beyond standard mutual funds.

Where is the primary registration and operational hub of the fund? +

The legally registered corporate address and operations base of the trust is located at 4th Floor, DGK 407, The Galleria, Action Area 1, New Town, Parganas, Kolkata, West Bengal, 700156.

Section: Contact Us
Get In Touch

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.