UNIVEST Unveils Its Mutual Fund Advisory Vision at Wealth Multiplier Summit 2026

UNIVEST Unveils Its Mutual Fund Advisory Vision at Wealth Multiplier Summit 2026

UNIVEST Unveils Its Mutual Fund Advisory Vision at Wealth Multiplier Summit 2026

New Delhi, Feb 23: Univest, India’s Biggest Advisory First Broking SuperApp with a host of SEBI-registered Analysts (RAs) and Investment Analysts (RIAs), successfully hosted the Wealth Multiplier Summit 2026 on 20 February at The Grand, Vasant Kunj, New Delhi.

The expansion marks a calibrated move by the company to broaden its advisory framework, its strategic entry into the Mutual Fund Advisory segment, positioning UNIVEST at the forefront of India’s next phase of disciplined, research-backed wealth creation.

The event brought together some of the most influential voices in India’s financial sector to deliberate on the future of wealth creation and the evolving mutual fund landscape.

Sponsored by HDFC Mutual Fund, presented by Mirae Asset, and co-powered by ICCL and NSDL, the summit convened policymakers, asset management leaders, market infrastructure institutions, and SEBI-registered research experts under one roof.

The evening commenced with a welcome address by Mr. Pranit Arora, Co-Founder & CEO, UNIVEST, who also extended a warm reception to Ms. Bansuri Swaraj, Member of Parliament, the Chief Guest of the summit.

The event featured distinguished industry leaders including Pankaj Makkar (Managing Director, BII); Yashpal Arora (Head of Research, Uniresearch); Sushant Majhi (CRO, ICCL); Harish Narayanan (CMO, HDFC AMC); Shrinivas Khanolkar (Head of Digital Business, Mirae Asset Mutual Fund); Ashu Madan (MD & Co-Head – Business Affiliates, JM Financial); Saurabh Arora (National Digital Head, HDFC MF) and Sameer Patil (CBO, NSDL) among others.

The discussions spanned a range of critical topics affecting investors and wealth managers alike, including discussions on navigating volatile and flat market cycles, the transformative role of technology in mutual fund advisory. Through keynote sessions, fireside chats, and thought-provoking panel discussions, the summit fostered high-quality conversations around the structural shifts shaping India’s wealth management ecosystem.

Speaking at the event, Pranit Arora, Co-Founder & CEO, UNIVEST, said

“The Wealth Multiplier Summit 2026 is not just an event, it is a declaration of intent. At UNIVEST, we believe the future belongs to investors who are empowered with institutional-grade insights, not speculation. Our entry into Mutual Fund Advisory marks a structural shift, from fragmented advice to integrated, research-led wealth strategy. We are building a future where every Indian investor, whether in a metro city or a Tier-4 town, can access the same depth of research, risk frameworks, and disciplined asset allocation that institutions rely on. Wealth creation should not be accidental. It should be engineered.”

The strong participation from leading AMCs, policymakers, financial strategists, and market infrastructure institutions underscored a shared industry mandate: to build a resilient, research-led wealth ecosystem for India’s expanding investor base. With its entry into Mutual Fund Advisory, UNIVEST signals not just business expansion, but a structural commitment to redefining how retail investors engage with capital markets.

Neel Achary

Website: