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Bharat Bhoomi Fund

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category AIF
Company The Wealth Company
Fund Managers CA Madhu Lunawat
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About Company

The Wealth Company

They are a wealth-management firm that combines over 40 years of trusted expertise (via Asit C. Mehta Financial Services) with the fresh, bold vision of the Pantomath Group. They focus on simple, clear, and effective investment solutions to help people grow their wealth for the long term. Their leadership team includes seasoned professionals like CA Madhu Lunawat and experienced fund managers. Above all, they aim to offer personalised guidance, backed by deep insight, integrity, and a values-driven approach.

 

Bharat Bhoomi Fund

Fund Snapshot

 

Target Fund Corpus

INR 1000 crores with a green shoe option of INR 1000 crores

Commitment Period

12 months from Fund Closure Date

Targeted Return

~22% annual pre-tax IRR

Term

5.5 years, drawdown to be completed in 12 months

Minimum Commitment

₹ 1 crore

Drawdowns

20% up front followed by 3-4 installments

Hurdle Rate

12% annual pre-tax IRR

Carried Interest

15% (with catch-up)

Sponsor Commitment

5% of target fund corpus

 

Investment Strategy

 

Strategic Corridors & Infra Influence

Investment Focus: Plots, Data Centers, Residential, Villas, Warehousing, Hospitality Infra, Mixed Use Development, Retail, Renewable Energy, etc.

 

Infra Driver

Navi Mumbai Airport, NM Metro Airport, Film City PMRDA Ring Road, MIDC Airport, PRR, IT SEZs

ORR, Metro, Pharma SEZ

 

Corridor/Area

Navi Mumbai (Ulwe, Panvel), Jewar-Yamuna Expressway, Pune Ring Road Stretch Bengaluru North (Devanahalli), Hyderabad Pharma City

 

Key Guidelines

  • Max 25% in one project
  • 70-100% in Plotted & Villa Development
  • 0-30% in real estate & special opportunities

 

Investment Process Workflow

 

Title & Legal Due Diligence

  • Clear and marketable title mandatory for funding
  • External legal counsel conducts title checks and document review
  • Sub-registrar searches and litigation checks

 

Third-Party Validation of Approvals

  • Third-party validation of approvals (obtained/to be obtained)
  • Investment linked with key approvals (construction, RERA) to mitigate risk

 

Financial Due Diligence

  • Independent evaluation of project SPV/issuer financials
  • Sample-based verification of sales and collections
  • Identify hidden liabilities to protect investment

Product Pricing & Sales Periodicity

  • Detailed micro-market study using data and field inputs
  • Competition analysis to benchmark assumptions
  • Comprehensive planning to determine product pricing and sales periodicity

 

Assess Project Cost

  • Technical due diligence by third-party experts
  • Site visits by investment and technical teams to assess construction cost

 

Risk Mitigation & Investment Conditions

  • Address adverse findings via mitigants
  • Minimum sales threshold and pricing as investment criteria

Why The Wealth Company?

 

Fintech-Enabled Edge:

Real-time AI + real estate intelligence for sharp, data-driven execution

 

Seasoned Real Estate Team:

Fast, reliable delivery backed by 150+ years of hands-on experience Executed 50,000 real estate  transactions and handled projects worth INR 70,000 Cr.

 

Climate-Focused, Sustainable Projects:

Living in areas with low AQI, walkability, well-being All-in-one design: solar energy, renewable energy harvesting, energy-efficient materials

 

Sponsor Alignment & Skin in the Game:

The Fund is backed by a deeply aligned sponsor contributing 5% of the Targeted fund and actively engaging in strategic oversight.

 

Developer Mindset Meets PE Discipline:

Emphasis on ready-to-launch projects to mitigate delays

 

Market-Aware & Agile:

Understanding evolving buyer psychology Recalibrate the portfolio swiftly based on market data.

 

Execution-Led Capital Deployment:

Collaborating  actively with developers for time-bound, cost-efficient delivery aggregated over 17,000 acres aacross India

 

Elevate your investment experience with AltPort’s intelligent wealth-building model.

 

The Opportunity - Bharat is Transforming

 

Real Asset Momentum

Urban Shift + Infra Boom

 

₹100+ Lakh Crore

Infrastructure Drive via the National Infrastructure Pipeline (NIP)

 

Unlocking Massive Land Value Across India

20+ Expressways & 35+ Metro Projects

Demand For:

  • Luxury Villas 
  • Wellness Homes
  • Integrated Communities

 

Where They See Value

 

Assets

  • Plotted Developments & Villas (70–100% allocation)
  • Residential (Mid & Premium), Mixed-use, Retail
  • Data Centres, Warehousing, Hospitality, Renewable Parks (0–30%)

 

Geographies

  • Mumbai-MMR, NCR, Pune, Bengaluru, Chennai, Hyderabad
  • Infra-led corridors: Navi Mumbai, Jewar-Yamuna, Pune Ring Road, etc.

 

Project Criteria

  • Clear titles, regulatory readiness
  • High sale velocity, IRR-backed demand
  • Anchor buyers, leasing potential

 

The Differentiation

  • Strong pre-approach underwriting

 

  • Deep developer partnerships

 

  • Agile execution and real-time market recalibration

 

  • Integrated fund and developer thinking

 

  • Fintech-powered precision in selection and timing

 

Real Estate, the PE Way

 

Spot early:

Leverage proprietary access for a first look at underwritten assets

 

Move fast:

Developer-style mindset to seize momentum

 

Add value:

Strategic project structuring and hands-on management

 

Exit smart:

Time-bound exits with IRR-conscious structuring

 

Investment Theme

 

Dual Engine Deployment

Core Real Estate Development: Grade A Residential, Retail, Office, Hospitality

 

Special Opportunities:

Data Centers, Logistics Parks, Renewable Energy Parks

 

Quick Exit Strategy

Plotted Development & Villas (24-month cycle)

 

Asset-Light Execution:

JV/SPV partnerships with landowners, infra developers

 

Infra-Backed Corridor Focus

Projects nearing roads, airports, metrorails

 

Consistency That Shapes Long-Term Confidence!

We believe consistency is a strategy, not luck. At AltPort, our measurable consistency score, rigorous selection process, and seasoned market understanding come together to fortify your investment journey. We design portfolios that withstand volatility and deliver clarity in every phase of the market. If your goal is long-term confidence backed by disciplined expertise, we’re ready to elevate your wealth with structured, thoughtful guidance.

 

Section: Fund Leadership
Meet the Fund Managers

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

CA Madhu Lunawat

CA Madhu Lunawat

CA Madhu Lunawat, has over two decades of diverse experience, including investment management, corporate finance, and M&A. Co-founder of Pantomath Group, CorpGini Innovations Pvt Ltd, and Lunawat Ventures. Previously held positions at Infosys, ASREC, and Edelweiss, serving as CFO at Edelweiss ARC before founding Pantomath. Known for decisive leadership, she manages the India Inflection Opportunity Fund and holds memberships with The Institute of Chartered Accountants of India, with a Bachelor’s degree in Commerce from the University of Guwahati.

Section: Help & Support
Frequently Asked Questions

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

1. What is the investment focus of Bharat Bhoomi Fund? +

Bharat Bhoomi Fund focuses on infrastructure-led real estate opportunities across plotted developments, villas, residential projects, warehousing, hospitality, data centers, and renewable energy parks.

2. Which cities and corridors does the fund target? +

The fund primarily targets high-growth regions such as Navi Mumbai, Pune, Bengaluru, Hyderabad, Chennai, and NCR, including infrastructure corridors like Jewar-Yamuna Expressway and Pune Ring Road.

3. What is the minimum investment amount in Bharat Bhoomi Fund? +

The minimum commitment required to invest in the fund is ₹1 crore.

4. What is the expected tenure and return profile of the fund? +

The fund has an estimated tenure of 5.5 years and targets an approximate pre-tax IRR of 22% annually, subject to market conditions and project performance.

5. How does Bharat Bhoomi Fund manage investment risk? +

The fund follows a structured due diligence process that includes legal verification, technical assessments, third-party approval validation, financial checks, project feasibility analysis, and diversification limits across projects.

Section: Contact Us
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