Bangalore: FundsIndia has surpassed Rs 25,000 crore in
Assets Under Management (AUM), after recording a 25% increase from Rs 20,000
crore to Rs 25,000 crore in a little over a quarter. Beyond the milestone, the
growth signals a defining phase for the company amid a structural
transformation in India’s wealth management ecosystem.
FundsIndia’s
current AUM of Rs 25,000 crore represents a year-on-year growth of 58% and a
three-year CAGR of 38%. Over the past 12 months, the platform recorded net
inflows of Rs 2,100 crore, with cumulative inflows of Rs 2,900 crore over the
last 24 months. Retail investors account for 77% of total assets, while HNI and
UHNI investors contribute 23%, reflecting a well-balanced and resilient asset
base.
The AUM growth has been anchored by sustained
retail participation, stronger engagement within the company’s IFA partner
ecosystem, and accelerating traction among affluent and private wealth
segments. Notably, the expansion reflects more than short-term market momentum;
it is underpinned instead by steady inflows, systematic allocations, and
diversified participation across investor cohorts.
The growth underscores the growing salience of
digital-led, advisor-anchored investing, as Indian investors across segments
adopt disciplined, goal-oriented approaches to long-term wealth creation.
FundsIndia’s transformation from a pure digital distributor to a full-spectrum
wealth management platform mirrors this transition, one driven by trust,
transparency, and technology-led execution.
The
platform today serves ~30 lakh users across India, with participation
extending well beyond traditional urban wealth centres. About 39% of
investors are from T30 cities, while 61% are from B30 markets, highlighting
the deepening penetration of structured investing across emerging geographies.
Systematic investing remains a cornerstone of this growth, with FundsIndia’s
SIP book at Rs 142 crore and an incremental monthly run-rate of Rs.2 crore,
reflecting consistent investor commitment to long-term wealth creation.
From a product's perspective, Mutual funds
remain the largest contributor, complemented by PMS and AIF offerings,
fixed-income and bond products, and stocks. This diversified mix reflects the
platform’s evolution into a comprehensive wealth management institution serving
retail, affluent, and private wealth clients.
Commenting on the milestone, Akshay Sapru,
Group CEO, FundsIndia, said:
“Crossing Rs 25,000 crore in AUM marks another significant milestone in our
journey and reflects the deep trust investors and partners place in us. This
growth reaffirms our resolve to champion systematic, disciplined and goal-based
long-term wealth creation in India.
At FundsIndia, our strength lies in our
focused verticals. Our Digital business, led by Rhishab Garg, continues
to democratize access to intelligent investing at scale. Our Private Wealth
vertical, under the leadership of Srinivas Mendu, is delivering
sophisticated, high-touch wealth solutions for emerging and established
affluent investors. And our Partners business, spearheaded by Manish Gadhvi,
is empowering thousands of financial advisors with research depth, technology,
and execution capabilities.
Together, these three verticals create a
powerful, integrated ecosystem that adds meaningful value to investors and
partners across segments. Our priority remains building enduring capabilities,
strong governance, research depth, and scalable technology to deliver
consistent, long-term outcomes as we advance our mission of enhancing financial
prosperity across India.”
Backed by WestBridge Capital, FundsIndia is
investing substantially to strengthen its technology stack, data
infrastructure, and core platform capabilities. During FY25–26, the company has
sharpened its advisory frameworks, enhanced portfolio intelligence, and
improved the end-to-end client experience across digital and partner-led
channels. Parallel investments in AI- and analytics-led capabilities will
enable deeper personalization and scalable advisory efficiency.
With 1150 professionals currently on board,
FundsIndia continues to strengthen capabilities across advisory, technology,
private wealth, and risk management, positioning itself for responsible scale
and long-term value creation in India’s evolving wealth landscape.