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9 days agoWealthy India secures new funding to accelerate AI-led MF expansion
Wealthy India raised ₹130 crore in a Series B round led by Bertelsmann, strengthening its position in the digital mutual fund distribution space. The company has scaled AUM from ₹200 crore to ₹5,000 crore within three years and plans to onboard 50,000 distributors. Its long-term objective includes reaching ₹1 lakh crore in assets using AI-driven advisory tools and expanding access across underserved investor segments.
Companies:
- Wealthy India
Tags:
- mutual_funds
- funding
neutral
9 days agoWealthy India secures new funding to accelerate AI-led MF expansion
Wealthy India raised ₹130 crore in a Series B round led by Bertelsmann, strengthening its position in the digital mutual fund distribution space. The company has scaled AUM from ₹200 crore to ₹5,000 crore within three years and plans to onboard 50,000 distributors. Its long-term objective includes reaching ₹1 lakh crore in assets using AI-driven advisory tools and expanding access across underserved investor segments.
Companies:
- Wealthy India
Tags:
- mutual_funds
- funding
1 min read
64 words
Wealthy India’s ₹130 crore funding round aims to boost AI-led advisory expansion, strengthen distributor networks, and accelerate its path toward a ₹1 lakh crore mutual fund AUM target.
Wealthy India raised ₹130 crore in a Series B round led by Bertelsmann, strengthening its position in the digital mutual fund distribution space. The company has scaled AUM from ₹200 crore to ₹5,000 crore within three years and plans to onboard 50,000 distributors. Its long-term objective includes reaching ₹1 lakh crore in assets using AI-driven advisory tools and expanding access across underserved investor segments.
Wealthy India raised ₹130 crore in a Series B round led by Bertelsmann, strengthening its position in the digital mutual fund distribution space. The company has scaled AUM from ₹200 crore to ₹5,000 crore within three years and plans to onboard 50,000 distributors. Its long-term objective includes reaching ₹1 lakh crore in assets using AI-driven advisory tools and expanding access across underserved investor segments.
Companies:
- Wealthy India
Tags:
- mutual_funds
- funding
- mutual_funds
- funding
- distribution
- india
Dec 6, 2025 • 15:45