FundsIndia Reaches Rs 30,000 Crore in AUM

FundsIndia has crossed Rs 30,000 crore in Assets Under Management (AUM). The milestone follows the company’s Rs 25,000 crore mark reached earlier this year, and comes roughly 11 months after it crossed Rs 20,000 crore.

The growth has not been driven by one concentrated bet or a single market tailwind. It has come from retail investors deepening their SIP commitments, IFA partners expanding the scope of their advisory practices, and a Private Wealth business that has grown sharply by earning the confidence of affluent and HNI clients in a very quick time.

Indian investors, across income levels and geographies, are increasingly looking for advice that holds up over time, not just in good markets but through uncertain ones. FundsIndia is building a platform and advisor capability that combines research depth with technology and delivers it in a way that works for a first-generation investor in a Tier 2 city as much as for a seasoned investor in a metro.

The company’s three verticals, D2C, Partner, and Private Wealth, have each found their footing in different ways. The D2C business is helping more investors move from intent to action and from one-time investments to systematic ones. The Partners vertical has worked to give IFAs and MFDs the research tools and technology to serve clients more confidently. And Private Wealth has built its practice rapidly, focused on relationship depth and trust.

Today, FundsIndia serves close to 30 lakh investors across India. About 71.79% come from beyond the top metros, a gradual but real shift in where structured investing is taking root.

Commenting on the milestone, Akshay Sapru, Group CEO, FundsIndia, said:

“Reaching Rs 30,000 crore feels meaningful, but more so because of how we got here. The markets have really tested investor confidence and poise, especially the last few months. It is a brick by brick build, one investor relationship at a time, one advisor/partner conversation at a time,  and we believe that is critical for sustainable long term growth.

All three parts of our business are contributing. Our Private Wealth business is leading this growth, proving that trust, once built with an HNI client, is remarkably rewarding. Our D2C channel is simplifying the onboarding experience for retail investors. Our Partners are growing in confidence and capability. That balance gives us more confidence in the next phase than any single number would.

There is still a lot of ground to cover. Indian investors are becoming more discerning and more demanding of quality, not just returns. That keeps us honest. Our job is to keep building the research, technology, and advisory capabilities to earn their trust, and to do so at a pace that does not compromise governance or quality. We are grateful for where we are. And we are clear-eyed about how much further there is to go.”

Backed by WestBridge Capital, FundsIndia continues to invest in its technology and data infrastructure, with a parallel focus on AI and analytics capabilitities aimed at making advice more personalised and accessible at scale. With 1260 professionals currently on board, the company is building its team steadily to match the demands of the next phase of growth.

As it crosses this milestone, FundsIndia’s priority remains what it has been: helping more Indians invest with clarity, consistency, and confidence, and giving the IFA and advisor community the tools to do the same for their clients.