India's Trusted Wealth Manager
We believe wealth creation needs more than access to investment products. It needs guidance. For 17+ years, we have helped lakhs of customers across India build wealth with clarity and discipline.
Who we are
Since 2009, we have helped investors make informed investment decisions, build wealth, achieve their goals, and prepare for life's uncertainties, with clarity and confidence.
Owned by WestBridge Capital
WestBridge Capital is a global investment firm managing over $7 billion in assets, with offices in Bangalore, Silicon Valley, and Mauritius. For over two decades, WestBridge has partnered with entrepreneurs across India's private and public markets, including investments in Rapido, PhysicsWallah, Star Health, and IndiGo. WestBridge acquired 100% stake in FundsIndia in 2023.
Our Growth Journey
A history of innovation, trust, and milestone achievements since 2008.
Incorporation & Launch
October 2008 to June 2009Founded in Chennai as Wealth India Financial Services Pvt. Ltd. Officially launched on June 16, 2009, as India's first online financial services platform dedicated to retail mutual fund investors.
Product & Advisory Innovation
2010 to 2015Expanded offerings beyond mutual funds to include Stocks, Corporate Fixed Deposits, Bonds, NPS, and Insurance. Introduced automated tools, including Money Mitr (robo-advisory), Portfolio X-Ray, and Value-averaging Investment Plans (VIPs).
₹10,000 Crore AUM Landmark
2022Crossed ₹10,000 Crore in Assets Under Management, establishing FundsIndia as a major player in retail wealth tech. WestBridge Capital acquired a majority stake in the company to drive technology acceleration and regional expansion.
₹20,000 Crore AUM Milestone
September 2025Scaled past ₹20,000 Crore in AUM, driven by steady retail SIP inflows and growth across the Partner Network and Private Wealth segments.
₹30,000 Crore AUM Milestone
July 2026Surpassed ₹30,000 Crore in Group AUM. Funds India Private Wealth crossed ₹10,000 Crore in AUM in under 16 months, fueling overall group expansion.
₹33,300 Crore AUM & Beyond
Present DayFundsIndia's Group AUM stands at ₹33,300 Crore, serving retail, partner, and private wealth clients with award-winning discipline.
Our Businesses
Serving individual investors, financial advisors, and high-net-worth families.
Benefits of Investing in Mutual Funds for Buying a Home
Through mutual funds, investors can build wealth over the long term for goals like buying a house.
Compounding
When investors contribute to mutual funds, we receive returns from these contributions, which get reinvested into the fund, allowing our investments to grow through regular contributions and compounding over time. The sooner you contribute, the more you will benefit from compounding.
Systematic Investing
By using SIPs (Systematic Investment Plans), investors can establish a consistent savings habit and limit the chances of spending their investment funds elsewhere.
Average Cost Per Unit
Because of the frequency of investment, investors will be able to purchase units at different prices, resulting in an average cost per unit.
Goal-Oriented Investment Plan
Through mutual fund investing, an investor’s mutual fund investment can be matched to a specific goal (such as buying a home). This will create more efficient and measurable financial plans.
Growth Potential
If the investor receives a pay increase, it is possible for the investor to increase their SIP contribution, allowing for faster progress toward reaching their goal of purchasing a home.
Core Values
We believe wealth is built on trust, clarity, and long-term thinking. Our core values ensure that every recommendation, every tool, and every decision puts your financial well-being first.
Integrity First
We are committed to providing unbiased and transparent financial guidance that prioritizes the client's interest above all else. Every decision and recommendation reflects the highest standards of professionalism and responsibility.
Human Expertise at the Core
Our advisory teams bring informed judgment, experience, and clarity to every interaction with clients. Technology enhances our capabilities, but human insight remains central to how we serve investors.
Innovation with Purpose
We develop technology that strengthens decision-making, improves efficiency, and enhances the overall investment experience. Every product and feature is designed with a clear objective to support meaningful financial outcomes.
Built for the Long Term
We operate with foresight and consistency to help clients build sustainable, long-term wealth. Our approach supports investors through every stage of their lives, from early planning to legacy creation.
Awards and recognitions
Empowering retail investors through a seamless online platform with technology-led execution and advisory support.
Best Innovation in Wealth & Asset Management.
Many individuals plan to retire between the ages of 58 and 60 while maintaining their desired lifestyle through accumulated savings and investments.
Fintech Solution of the Year.
The Financial Independence, Retire Early (FIRE) approach focuses on building wealth aggressively to achieve financial freedom much earlier than the traditional retirement age.
Innovation in the Start-up Category.
Some individuals choose to continue working part-time or pursue consulting opportunities after retirement, thereby generating income by choice rather than necessity.
CNBC-TV18, UTI National Online Advisory Service Award.
Retirement planning can also include creating wealth for future generations while ensuring sufficient financial resources for personal retirement needs.
The Economic Times Promising Brand of the Year.
Retirement planning can also include creating wealth for future generations while ensuring sufficient financial resources for personal retirement needs.
Start Your Journey With Confidence
Manage your investments, track your portfolio, and get expert guidance—all in one place.
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Trusted by Investors Across India
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