Archive · 22 Aug 2025
India's Mutual Fund Growth: Insights From Kailash Kulkarni
India's mutual fund market is booming, with millions of new investors joining in 2024.
An expert says that new investors should invest in index funds.
While technology helps, having a financial advisor is important.
Mutual funds are not just for high-risk investments, as there are different types.
AI will help make things easier.
People are moving away from things like real estate and gold to put money into financial products.
The expert suggests investing in "boring" and "exciting" things, to have a balanced portfolio.
In 2024, nearly 9 million new investors entered the mutual fund market in India.
Kailash Kulkarni recommends long-term index fund investing for new investors.
He highlights the need for more qualified financial advisors despite industry growth.
Kulkarni sees AI as a facilitator, not a disruptor, in the financial sector.
The shift from traditional investments like real estate to mutual funds is increasing.
- Who
- Kailash Kulkarni, CEO of HSBC Mutual Fund, and veteran finance journalist Vivek Law.
- What
- Kailash Kulkarni shared insights on the evolving mutual fund landscape in India.
- When
- In a recent interview.
- Where
- India
- Why
- To discuss the changing investment habits and the future of mutual funds in India.
- New Investors (2024)
- Nearly 9 million
- Investment Horizon Recommendation
- 5+ years for index funds
- Focus
- Asset allocation
- Mutual Fund Investors in India
- 50 million (growing to 140 million in 3-4 years)