# Expansion of Indian investment and wealth management

> Live situation record from CLSTR: https://clstr.news/situations/expansion-of-indian-investment-and-wealth-management
> Updated: 2026-09-29T10:45:02.000Z. Sources: 4. Developments: 2.

India’s investment landscape is experiencing significant expansion across both regulatory frameworks and retail participation. The Securities and Exchange Board of India (Sebi) has implemented a regulatory overhaul for the US$463 billion portfolio management services (PMS) industry, allowing managers to invest in overseas securities, short equity options, and unlisted debt securities for the first time. These changes, facilitated through the Liberalised Remittance Scheme, aim to provide diverse global opportunities in sectors such as artificial intelligence.

Simultaneously, the mutual fund sector has seen rapid growth, with industry Assets Under Management (AUM) exceeding ₹80 lakh crore and monthly Systematic Investment Plan (SIP) contributions surpassing ₹26,000 crore. The market is supported by a surge in digital participation, with demat accounts crossing 21 crore and approximately one lakh new accounts being opened daily. Various fintech platforms have emerged to serve this growing market, ranging from beginner-friendly DIY trading interfaces to specialized advisory services for high-net-worth individuals.

## Timeline

### 2026-09-29: India's mutual fund investment platforms expand amid rapid market growth

India's mutual fund industry has seen massive growth, with AUM exceeding ₹80 lakh crore. Various fintech platforms now compete to serve everyone from beginners to high-net-worth individuals.

2 sources. https://clstr.news/cluster/indias-mutual-fund-investment-platforms-expand-amid-rapid-market-growth

### 2026-09-26: India expands overseas investment options for wealth funds

India's market regulator, Sebi, is allowing the US$463 billion portfolio management industry to invest in overseas securities and short equity options to expand global investment access.

2 sources. https://clstr.news/cluster/india-expands-overseas-investment-options-for-wealth-funds

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Cite as: Expansion of Indian investment and wealth management. CLSTR, https://clstr.news/situations/expansion-of-indian-investment-and-wealth-management
