About Us
Unique Dreams deserve Unique Plans. We’re the bridge between where you are and where you want to be.
Board Of Directors & Leadership Team
Sandeep Singhal
Director
Deepak Ramineedi
Director
Akshay Sapru
Director & Group CEO
Manish Gadhvi
CEO, FundsIndia Partner
Srinivas Mendu
CEO, FundsIndia Private Wealth
Our Vision
We strive to provide every Indian a world-class investment platform and sophisticated investment guidance. Our customers in over 2,000 cities across India and 66+ countries have invested over ₹20,000+ crores on our platform in Mutual Funds, Stocks and other investment products.
Assisting India in taking informed investment decisions on a well defined platform that is technologically motivated has always been our core vision and will continue to be.
Our History
2009
July
Mutual Fund Platform
October
Deposits Platform
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2010
July
First Round of Funding - Inventus Capital
2011
January
Flexi SIP and Other Value-added Services
2012
April
Second Round of Funding - Foundation Capital
December
BSE Broker License
2013
June
India’s First Robo-advisory Service - Smart Solutions
2014
February
Online Enrolment
March
Android App.
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2015
April
Advisory Review Board.
June
Third round of funding – Faering Capital.
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2016
May
Evolution of Smart Solutions into Money Mitra.
Aadhaar-based eKYC
Aadhaar-based eKYC
May
Platform Gamification and FundsIndia Ratings.
2017
November
One-step Aadhaar-linking for mutual fund investments
December
UPI on Android and Web
2018
April
Paperless eMandate systems for Axis, HDFC and ICICI Bank customers Instant Opening of Equity Accounts with Aadhaar eSign
2019
April
Enabling the use of popular UPI payment apps such as Phone Pe, Google Pay, BHIM UPI, etc.
2020
March
Launch of MeraSuraksha
April
Introduction of Derivatives, Trading In NSE
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2021
March
Launched Power STP - FundsIndia’s native investment solutions allowing customers to maximize on their lumpsum investments
July
Account creation through DigiLocker enabled
2022
August
Complete website revamp to provide you with better interface and experience
September
Corporate Fixed Deposits revamp and expanded FD offerings
2023
April
Launched numerous financials calculators to help our customers plan their financial goals
May
Launched Currency Derivatives, SGBs, Equity Stock Recommendations, 180 day MTF
2024
May
Launched UPI Autopay Mandate for seamless SIP Debit
Sep
Partnered with Volt to offer Loan Against Mutual Funds
October
Launched Comprehensive Portfolio Audit Report
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2025
March
Google Single Sign-On for seamless login .
Ability to track the entire Net Worth through Account Aggregator
Ability to track the entire Net Worth through Account Aggregator
July
Launched Partner App
Our Achievements
CNBC-TV
18 award for Online Advisory
Fintech Solution of year award
- Frost & Sullivan
CII Award
for Customer Obsession
Our Culture
A dynamic environment for a dynamic team. We pour our souls into our craft, but that doesn’t compromise on our ability to keep the work environment lively.
We don’t juggle work and life; we handle it like the Pros we are!