Thursday, March 26, 2026

FundsIndia plans to build robust #wealth management portfolio

FundsIndia plans to build robust #wealth management portfolio

Online mutual fund investment platform FundsIndia is looking to ride India’s expanding wealth management market for its next phase of growth. The WestBridge Capital-backed firm aims to build one of the country’s largest wealth management platforms and scale its assets nearly fourfold to Rs.1 lakh crore over the next four years. 
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. 
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.
Currently it 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.
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.