FundsIndia Reaches Rs 30,000 Crore AUM, Strengthening Its Position in India’s Wealth Management Industry

New Delhi | July 10, 2026 : Digital wealth management platform FundsIndia has achieved a major milestone by crossing Rs 30,000 crore in Assets Under Management (AUM). The company reached this landmark after surpassing Rs 25,000 crore AUM earlier this year and just 11 months after crossing the Rs 20,000 crore mark.

The latest achievement reflects consistent growth across its retail investment, partner, and private wealth businesses. Instead of relying on a single market trend, the company expanded through stronger investor participation, growing SIP investments, and increasing demand for professional financial advice.

Retail investors and private wealth business drive FundsIndia AUM growth

The FundsIndia AUM milestone has been supported by retail investors who have steadily increased their Systematic Investment Plan (SIP) investments. At the same time, Independent Financial Advisors (IFAs) have expanded their advisory services using the company’s research and technology platform.

The company’s Private Wealth division has also recorded rapid growth by earning the trust of affluent and High-Net-Worth Individual (HNI) clients. This balanced business model has helped FundsIndia maintain steady momentum despite changing market conditions.

Today, FundsIndia serves nearly 30 lakh investors across India. Notably, 71.79% of its investors come from beyond the country’s major metropolitan cities, highlighting the growing adoption of structured investing in Tier 2 and Tier 3 locations.

FundsIndia focuses on technology, research and personalised investment advice

FundsIndia continues to build a technology-driven investment platform that combines research, advisory services, and digital tools. The company aims to make quality financial advice accessible to both first-time investors and experienced market participants.

Its business operates through three major verticals:

• Direct-to-Consumer (D2C): Encourages retail investors to build long-term investment habits through SIPs.
• Partners Business: Provides IFAs and Mutual Fund Distributors (MFDs) with advanced research and technology solutions.
• Private Wealth: Delivers customised wealth management solutions for affluent and HNI clients.

This diversified approach has strengthened the company’s presence across different investor segments.

CEO highlights long-term growth strategy

Commenting on the achievement, Akshay Sapru, Group CEO of FundsIndia, said that crossing Rs 30,000 crore AUM is significant because it reflects years of building investor trust rather than short-term market gains.

He noted that all three business verticals are contributing to growth. According to him, the Private Wealth business has emerged as a key growth driver, while the D2C platform continues to simplify investing for retail customers. He also highlighted the growing confidence of advisor partners who are expanding their businesses with FundsIndia’s support.

Sapru added that Indian investors are becoming more informed and increasingly value high-quality advice alongside investment returns. Therefore, the company will continue investing in research, technology, governance, and advisory capabilities to meet evolving customer expectations.

AI and technology remain key priorities for FundsIndia

Backed by WestBridge Capital, FundsIndia continues to invest in its technology and data infrastructure. The company is also expanding its capabilities in Artificial Intelligence (AI) and analytics to deliver more personalised investment advice at scale.

With a workforce of 1,260 professionals, FundsIndia is steadily strengthening its team to support future growth while maintaining high standards of customer service and governance.

FundsIndia remains focused on long-term investor success

The FundsIndia AUM milestone reflects the growing confidence of Indian investors in digital wealth management platforms. As more investors seek professional guidance and disciplined investing, FundsIndia plans to expand its research capabilities, strengthen advisor partnerships, and improve technology-driven investment solutions.

The company remains committed to helping more Indians invest with clarity, consistency, and confidence while empowering financial advisors with the tools needed to deliver better outcomes for their clients.

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