Univest, a broking superapp, announced its foray into mutual fund advisory at the Wealth Multiplier Summit 2026 held in Delhi. The event marked Univest’s strategic move to enhance its advisory services. The summit, sponsored by HDFC Mutual Fund and presented by Mirae Asset, gathered key players in India’s financial sector to discuss the future of wealth creation and mutual funds.
The summit featured industry leaders discussing topics like market cycles and the impact of technology on mutual fund advisory. Pranit Arora, Co-Founder and CEO of Univest, emphasized the importance of democratizing access to quality research and asset allocation strategies for all Indian investors.
Univest’s expansion reflects a shift towards disciplined wealth creation supported by research and expert advice. Co-founded in 2022, Univest operates as a retail advisory platform offering insights across stocks, derivatives, and commodities through its SEBI-registered RA entity, Uniresearch.
The startup’s recent $10 million Series A funding round led by Bertelsmann India Investments underscores its growth trajectory in the competitive market. Univest aims to carve a niche in the advisory space, competing with players like Liquide, Waya, and Tejimandi.
Source: Entrackr : Latest Posts