• Bringing financial inclusion to the dairy farmers of Gujarat – one of its kind financial awareness project
• AMFI unveils the Vision Document for the Mutual Fund industry – ‘The mutual funds route to Viksit Bharat@2047 – underscoring the key actionables to achieve the vision of a developed India.
• AMFI releases comprehensive report with Crisil presenting growth and development of the Indian mutual fund industry

Bengaluru, 3^rd March 2025: Association of Mutual Funds in India (AMFI) organised  its annual event – AMFI Mutual Fund Summit, where in the Policy makers, Industry leaders and Partners presented Industry’s best practices and shared the way forward the India that the leaders have envisaged and discussed the future of mutual fund investments and their role in shaping India’s economic growth. The Indian mutual fund industry is at a pivotal moment of transformation, with a strong focus on financial inclusion, digital innovation, and investor empowerment. The 2025 Summit saw key industry leaders, policymakers and dignitaries converged to encourage the sector to take the next leap of outreach.

Aligned with the vision of Viksit Bharat 2047, AMFI introduced a series of initiatives designed to expand access to mutual funds and enhance financial literacy across the country.

Farm to Financial Freedom Initiative

This program aims to introduce mutual fund investments to dairy farmers and rural communities. By providing financial literacy in their local language, digital accessibility, and creating awareness of Investor friendly investment solutions like mutual funds, the initiative seeks to integrate rural India into the formal financial ecosystem,

The Mutual Funds Route to Viksit Bharat @ 2047

AMFI’s vision document outlines the roadmap to growing the industry’s Assets Under Management (AUM) to $33( please check) trillion by 2047. It focuses on five key pillars: simplified accessibility, relevant product innovations, inclusivity, behavioral transformation, and last-mile connectivity. This initiative aims to make mutual funds the preferred investment choice for 26 crore Indians by 2047.

The Sahi Journey – Empowering Retail Investors

AMFI continues its efforts to democratize investment opportunities by enhancing financial literacy and simplifying investor journeys. With 90% of mutual fund transactions now digital, this initiative promotes AI-driven personalized investment journeys, vernacular investor education, and regional strategies to expand reach beyond metro cities and into Tier 2, Tier 3, and rural markets.

India’s mutual fund sector has seen exponential growth in recent years, with monthly SIP inflows

surpassing ₹26,000 crore. The industry has made significant strides in democratizing investment opportunities, ensuring that even small-ticket investors have access to professional wealth management solutions. To further accelerate financial inclusion, AMFI has emphasized the need for regional strategies, vernacular investor education, and AI-driven investment journeys that cater to the diverse financial needs of Indians across urban and rural areas.

At the AMFI Mutual Fund Summit 2025, Shri Piyush Goyal, Hon’ble Minister of Commerce & Industry, launched the  Farm to Financial Freedom Initiative, Vision Document The Mutual Funds Route to Viksit Bharat @ 2047, and the AMFI Factbook. He  emphasised the importance of capital markets role in general and Mutual Funds in particular to achieve vision of Viksit Bharat by 2047.

In his speech, Amarjeet Singh, Whole Time Member, SEBI, highlighted the remarkable growth of India’s mutual fund industry, with AUM increasing fivefold in the past decade and individual participation reaching new highs. He emphasized that  SEBI is  working   to strengthen investor protection and regulatory frameworks to become more transparent, inclusive, and resilient.

Navneet Munot, Chairman, AMFI, highlighted the industry’s broader responsibility, stating, “Mutual funds are more than just investment vehicles—they are catalysts for financial empowerment and nation-building. As we work towards a Viksit Bharat by 2047, it is imperative to ensure that every household has access to meaningful avenues for wealth creation. By enabling the efficient channeling of household savings into capital formation, initiatives like ‘Farm to Financial Freedom’ play a crucial role in fostering financial inclusion, deepening markets, and driving long-term economic growth.

Venkat Chalasani, CEO, AMFI, reinforced the need for sustained investor education and accessibility, saying, “Financial empowerment begins with awareness. The mutual fund industry has a duty to simplify investments, address behavioral challenges, and create an ecosystem where financial well- being is not a privilege but a right for every Indian. Our initiatives are focused on making mutual funds more accessible, relevant, and inclusive.”

At the event, Padma Shri Mrs. Arundhati Bhattacharya, Chairperson & CEO, Salesforce spoke about “The story of mass adoption, whether in technology or financial services, is fundamentally about building trust and accessibility. She shared insights on how we can leverage innovation and customer-centric strategies to democratize investment opportunities, ensuring that the benefits of financial growth are truly inclusive. ”

The event saw an interesting Fire Side Chat between, Padmashree and Padma bhushan, Two-time Olympic Medallist and World Badminton Champion Ms. P. V. Sindhu and Mr. Manoj Kumar, Executive Director, SEBI. Drawing parallels in financial goals and Badminton game, P V Sindhu emphasised on selecting goals, perseverance , practice and hard work are the keys to success.

. As India moves towards becoming a global economic powerhouse, AMFI’s initiatives reaffirm its commitment to driving financial inclusion, enhancing investor confidence, and positioning mutual funds as a key enabler of India’s growth story.