India’s leading financial news platform, Moneycontrol, successfully hosted the HDFC Mutual Fund presents Moneycontrol Mutual Fund Summit 2025 – Bengaluru Edition, powered by Axis Mutual Fund, following its high-impact debut in Mumbai. With the theme “Decoding Purpose, Product, and Tech,” the Bengaluru leg focused on India’s rapidly growing mutual fund ecosystem — celebrating its scale, innovation, and transformative potential as the nation works toward the $1 trillion AUM goal by 2030.

Building on the success of the Mumbai edition, which explored ways to deepen mutual fund penetration and strengthen investor participation, the Bengaluru Summit expanded the conversation by spotlighting the evolving dynamics of product innovation, investor trust, and technology-driven growth in India’s asset management landscape. The event served as a platform for meaningful dialogue on how mutual funds can move beyond traditional savings to become engines of long-term wealth creation, the news platform said in a press release.

The Bengaluru edition witnessed an impressive lineup of thought leaders from the country’s top asset management and financial firms. Among the notable speakers were D. P. Singh, DMD and Joint CEO, SBI Mutual Fund; Sandeep Tandon, Founder and CIO, Quant Mutual Fund; Navneet Munot, MD and CEO, HDFC Asset Management Co. Ltd.; and Vaibhav Shah, Head of Products, Business Strategy & International Business, Mirae Asset Investment Managers (India).

Also joining the discussions were Neil Parikh, CEO, PPFAS Mutual Fund; Abhishek Tiwari, CEO, PGIM India Mutual Fund; Deepak Shenoy, CEO, Capitalmind AMC; Anish Tawakley, Co-CIO (Equity), ICICI Prudential AMC; and Harsha Upadhyaya, CIO, Kotak Mahindra AMC. The Summit further hosted Vishal Jain, CEO, Zerodha Fund House; Sandeep Jethwani, Co-Founder, Dezerv; Akhil Chaturvedi, ED & CBO, Motilal Oswal AMC; and Senthil Gunasekaran, Chief Business Development Officer – India & Global Business, KFin Technologies Limited, among others.

Sharing his insights on purpose-driven investing, D. P. Singh said, “SIF bridges the gap between mutual funds and AIFs/PMS, offering evolved investors a space that combines flexibility with oversight. It’s not sold like a mutual fund; there are guardrails to ensure investor safety.” He added that the SIF segment could soon evolve into a ₹1 lakh crore category, given the industry’s early but proactive participation.

Navneet Munot highlighted India’s shifting investment mindset, saying, “This nation is transforming from a nation of savers to a nation of investors. People are a lot more optimistic, aspirational, and ambitious. They want to create wealth and are exploring new avenues. India is a compounding story — and apart from the United States, there are very few places in the world that can truly claim that.”

Emphasising regulatory evolution, Vaibhav Shah of Mirae Asset underscored the need for a more liberalised framework for cross-border investments. “Challenges remain as all investments currently fall under the LRS window. Significant investor education will be needed to help retail participants understand and navigate global investment options through GIFT City,” he noted.

Meanwhile, Akhil Chaturvedi of Motilal Oswal AMC shared a positive trend in investor behaviour: “Investors today are far more mature. Earlier, market dips would lead to SIP redemptions, but in the past five years, that pattern has shifted. Investors are staying invested through market cycles, reflecting growing trust and awareness.”

As India progresses towards its vision of Viksit Bharat 2047, the mutual fund industry’s role in advancing financial inclusion, driving wealth creation, and deepening investor education continues to grow. The Bengaluru edition of the Moneycontrol Mutual Fund Summit 2025 reinforced this vision, exploring how technology and AI can reshape India’s mutual fund landscape for the next generation of investors.

The event was supported by Knowledge Partner: KFintech, Event Partners: Motilal Oswal Mutual Fund and Mirae Asset Mutual Fund, and Associate Partner: Reliance Industries Limited — underscoring a collective industry commitment to fostering financial growth and innovation.