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UNIVEST unveils mutual fund advisory vision at Wealth Multiplier Summit 2026

Entrackr · 3h ago

Medial

Univest, an advisory first broking superapp with a host of SEBI registered Research Analysts (RAs) and Investment Advisers (RIAs), hosted the Wealth Multiplier Summit 2026 on 20 February in Delhi. The expansion marks a calibrated move by the company to broaden its advisory framework and its strategic entry into the mutual fund advisory segment, positioning Univest at the forefront of India’s next phase of disciplined, research-backed wealth creation. The event brought together influential voices in India’s financial sector to deliberate on the future of wealth creation and the evolving mutual fund landscape. Sponsored by HDFC Mutual Fund, presented by Mirae Asset, and co-powered by ICCL and NSDL, the summit convened policymakers, asset management leaders, market infrastructure institutions, and SEBI registered research experts under one roof. The evening commenced with a welcome address by Pranit Arora, Co-Founder and CEO, Univest, who also extended a warm reception to Bansuri Swaraj, Member of Parliament, the chief guest of the summit. The event featured distinguished industry leaders, including Pankaj Makkar (Managing Director, BII), Yashpal Arora, Sushant Majhi, Harish Narayanan, Shrinivas Khanolkar, Ashu Madan (MD and Co-Head Business Affiliates, JM Financial), Saurabh Arora, and Sameer Patil, among others. The discussions spanned a range of critical topics affecting investors and wealth managers alike, including navigating volatile and flat market cycles and the transformative role of technology in mutual fund advisory. Through keynote sessions, fireside chats, and thought-provoking panel discussions, the summit fostered high quality conversations around the structural shifts shaping India’s wealth management ecosystem. “We are building a future where every Indian investor, whether in a metro city 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,” said Pranit Arora, co-founder and CEO, UNIVEST. Co-founded in 2022 by Pranit Arora, Avneet Dhamija, and Vikash Agarwal, Univest is a retail advisory platform offering general recommendations through its SEBI registered RA entity, Uniresearch. It provides expert trading advice across stocks, derivatives, and commodities. It raised 10 million dollars in a Series A funding round led by Bertelsmann India Investments (BII). The startup competes with other companies in this space, such as Liquide, Waya, Tejimandi, Stoxbox, Gapup Club, and INDmoney.