New Delhi News (23 February 2026): UNIVEST, India’s advisory-first broking super app with a strong base of SEBI-registered Research Analysts and Investment Advisors, formally unveiled its vision for mutual fund advisory at the Wealth Multiplier Summit 2026, held on February 20 at The Grand, Vasant Kunj.
The summit marked UNIVEST’s strategic entry into the Mutual Fund Advisory segment, reflecting a calibrated expansion of its advisory framework. With this move, the company aims to play a leading role in shaping India’s next phase of disciplined, research-driven wealth creation, moving away from fragmented advice toward integrated and data-backed investment strategies.
The high-profile gathering brought together key stakeholders from across India’s financial ecosystem, including policymakers, asset management companies, market infrastructure institutions, and research professionals. The event was sponsored by HDFC Mutual Fund, presented by Mirae Asset, and co-powered by ICCL and NSDL, underscoring strong institutional support for the initiative.
The summit opened with a welcome address by Pranit Arora, Co-Founder and Chief Executive Officer of UNIVEST, who also welcomed Bansuri Swaraj, Member of Parliament, the chief guest for the evening.
Industry leaders participating in the discussions included senior representatives from development finance institutions, asset management companies, clearing corporations, and digital wealth platforms. Speakers and panelists examined the evolving mutual fund landscape, investor behaviour in volatile and range-bound markets, and the increasing role of technology and research in modern wealth advisory models.
Through keynote addresses, fireside conversations, and panel discussions, the summit explored how structural shifts—such as digitisation, transparency, and data-led decision-making—are redefining wealth management in India. A key focus remained on how advisory platforms can deliver institutional-quality insights and risk frameworks to retail investors across geographies.
Addressing the audience, Pranit Arora said the summit represented a clear statement of intent by UNIVEST. He noted that the company’s entry into mutual fund advisory is designed to transition investors from speculative decision-making to structured wealth strategies built on research, risk management, and disciplined asset allocation. He emphasised that long-term wealth creation should be systematic and accessible to investors across metros as well as smaller towns.
Strong participation from asset managers, market institutions, and policymakers highlighted a shared industry objective of building a resilient and research-led wealth ecosystem for India’s rapidly growing investor base. With this expansion, UNIVEST positions itself not merely as a broking platform, but as a comprehensive advisory partner focused on long-term capital growth.
UNIVEST is a SEBI-registered digital research, advisory, and broking platform focused on enabling structured and research-driven investing for retail investors across India. Designed as an integrated stock market and mutual fund ecosystem, the platform combines expert-led advisory services, technology-driven insights, and seamless trade execution. Serving over 75 lakh active investors, UNIVEST delivers institutional-grade research supported by AI-powered portfolio analytics across equities, derivatives, mutual funds, and commodities through an advisory-first brokerage model.
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