Bangalore, 26th March 2026 : 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.
