New Delhi | February 23, 2026: UNIVEST, India’s biggest Advisory-First Broking SuperApp powered by SEBI-registered Analysts (RAs) and Investment Advisors (RIAs), successfully hosted the Wealth Multiplier Summit 2026 on 20 February at The Grand, Vasant Kunj, New Delhi.
This milestone event marked UNIVEST’s strategic entry into the Mutual Fund Advisory segment, positioning the platform at the forefront of India’s next phase of disciplined, research-backed wealth creation.
Summit Highlights
- Sponsored by HDFC Mutual Fund, presented by Mirae Asset, and co-powered by ICCL and NSDL.
- Convened policymakers, asset management leaders, market infrastructure institutions, and SEBI-registered experts under one roof.
- Chief Guest: Ms. Bansuri Swaraj, Member of Parliament, welcomed by Pranit Arora, Co-Founder & CEO, UNIVEST.
- Featured industry leaders:
- Pankaj Makkar, MD, BII.
- Yashpal Arora, Head of Research, Uniresearch.
- Sushant Majhi, CRO, ICCL.
- Harish Narayanan, CMO, HDFC AMC.
- Shrinivas Khanolkar, Head of Digital Business, Mirae Asset MF.
- Ashu Madan, MD & Co-Head, JM Financial.
- Saurabh Arora, National Digital Head, HDFC MF.
- Sameer Patil, CBO, NSDL.
Key Discussions
- Navigating volatile and flat market cycles.
- The transformative role of technology in mutual fund advisory.
- Structural shifts shaping India’s wealth management ecosystem.
The summit featured keynote sessions, fireside chats, and panel discussions, fostering high-quality conversations around research-led investing and disciplined asset allocation.
Pranit Arora, Co-Founder & CEO, UNIVEST, said: “The Wealth Multiplier Summit 2026 is not just an event, it is a declaration of intent. At UNIVEST, we believe the future belongs to investors empowered with institutional-grade insights, not speculation. Our entry into Mutual Fund Advisory marks a structural shift from fragmented advice to integrated, research-led wealth strategy. We are building a future where every Indian investor, whether in a metro or a Tier-4 town, can access the same depth of research, risk frameworks, and disciplined asset allocation that institutions rely on. Wealth creation should not be accidental, it should be engineered.”
Industry Impact
The strong participation from leading AMCs, policymakers, financial strategists, and market infrastructure institutions underscored a shared mandate:
- Build a resilient, research-led wealth ecosystem.
- Empower India’s expanding retail investor base.
- Redefine how investors engage with mutual funds and capital markets.
UNIVEST’s entry into Mutual Fund Advisory signals not just business expansion, but a structural commitment to democratizing institutional-grade research and advisory for retail investors.
About UNIVEST
UNIVEST is a SEBI-registered digital research, advisory, and broking platform enabling structured, research-driven investing for retail participants across India.
- Serves 75 lakh+ active investors.
- Offers expert-led advisory services, AI-powered portfolio analytics, and seamless trade execution.
- Provides actionable trade recommendations across stocks, futures, options, mutual funds, and commodities.
- Operates a fully integrated advisory-first brokerage model, enabling one-click trade execution with minimized slippage.
🌐 Website: www.univest.in
