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Retirement planners tilt toward mutual funds as adoption rises, PGIM India report shows
PGIM India’s 2025 survey shows mutual fund adoption increased from 24% to 35% among retirement planners, who also diversify into ETFs and REITs.
Many investors with a retirement plan are increasing allocation to mutual funds, according to the 2025 Retirement Readiness Research Report by . The study found that mutual fund adoption among those focused on retirement has risen to 35% in 2025 from 24% in 2023, indicating growing trust in market linked products. Investors with a retirement strategy also showed higher engagement with ETFs and REITs compared with those without plans, reflecting broader diversification trends.