The Association of Mutual Funds in India (AMFI), at its 31st foundation day in Mumbai, announced a series of investor education initiatives under its ‘Mutual Funds Sahi Hai’ umbrella to expand awareness and participation across diverse segments.
The initiatives include partnerships with NISM, Sa-Dhan and Pinkathon, along with the launch of Bharat Nivesh Mela, focusing on women, first-time investors, smaller cities, Self-Help Groups and microfinance communities.
Speaking on the occasion, Shri Tuhin Kanta Pandey, Chairman, SEBI, said, “Mutual funds perform a dual role – helping households participate in India’s growth and channelling their savings into the productive economy.”
On fiduciary responsibility, he said, “The mutual fund industry manages public money, which brings with it a special fiduciary responsibility. As the industry grows in scale and complexity, governance and oversight must keep pace.”
Emphasising deeper participation, he stated, “The next generation of investors will increasingly come from smaller towns, first-time investors and under-represented segments. Products, distribution and communication must adapt accordingly.”
Mr. Sundeep Sikka, Chairman, AMFI, said, “The growth of the mutual fund industry has been supported by a growing culture of disciplined and long-term investing. The opportunity now is to take this progress to a wider section of the country by strengthening investor awareness, expanding access and building greater confidence among first-time and underserved investors. The initiatives announced today are designed to take investor education closer to communities, smaller cities, women and young investors, while also strengthening the standards that underpin trust in the mutual fund ecosystem.”
Mr. Venkat N. Chalasani, Chief Executive, AMFI, said, “These initiatives share a common objective expanding access, deepening understanding and strengthening confidence in mutual funds across India. For mutual funds to become truly relevant to every household, investing must be simple, accessible, trustworthy and aligned with everyday financial needs. Our partnerships with institutions across communities, cities and the distribution ecosystem are aimed at taking investor education closer to where people live, work and make financial decisions.”
AMFI will conduct distributor workshops with NISM, investor awareness programmes with Sa-Dhan, women-focused financial awareness initiatives with Pinkathon and pilot Bharat Nivesh Melas across five cities during World Investor Week. It also launched the AMFI-Crisil Fact Book 2025-26, providing data-led insights into the evolution of India’s mutual fund industry.
