Amfi Announces 3 Key Initiatives At Mutual Fund Summit 2025 – Details Inside

At the Association of Mutual Funds in India (Amfi) Mutual Fund Summit, held in Mumbai on March 1, policymakers, industry leaders, and mutual fund partners shared best practices and discussed the future of mutual fund investments and their role in shaping India’s economic growth.

In a press statement, Amfi stated that the mutual fund industry is at a pivotal moment of transformation, with a focus on enhancing financial inclusion, fostering digital innovation, and empowering investors.

Amfi announced several initiatives to expand access to mutual funds and enhance financial literacy across the country, aligning with the Centre’s Viksit Bharat 2047 mission. Here’s a look at the three key initiatives unveiled by Amfi:

Farm To Financial Freedom Initiative

Amfi’s ‘Farm to Financial Freedom’ initiative aims to introduce mutual fund investments to dairy farmers and rural communities. It seeks to achieve this by providing financial literacy in local languages, enhancing digital accessibility, and raising awareness about mutual fund investment solutions. The initiative’s broader goal is to integrate rural India into the formal financial ecosystem.

The Mutual Funds Route To Viksit Bharat @ 2047

Amfi’s second initiative focuses on expanding the mutual fund industry’s Assets Under Management (AUM) to $33 trillion by 2047. To achieve this growth, Amfi aims to enhance accessibility, drive relevant product innovations, promote inclusivity, encourage behavioral transformation, and strengthen last-mile connectivity. The ultimate goal is to make mutual funds the preferred investment choice for 26 crore investors by 2047.

The Sahi Journey – Empowering Retail Investors

‘The Sahi Journey’ aims to empower retail investors through AI-driven personalized investment solutions, vernacular investor education, and region-specific strategies. This initiative seeks to expand mutual fund participation beyond metro cities, reaching Tier 2, Tier 3, and rural markets.

In its release, Amfi highlighted the mutual fund industry's significant growth, with monthly SIP inflows surpassing Rs 26,000 crore. At the Mutual Fund Summit 2025, Minister of Commerce & Industry Piyush Goyal launched key initiatives, including the Farm to Financial Freedom initiative, the Vision Document, The Mutual Funds Route to Viksit Bharat @ 2047, and the Amfi Factbook. Goyal also underscored the crucial role of capital markets in achieving the Centre’s vision of Viksit Bharat by 2047.

Navneet Munot, Chairman, Amfi, emphasised that mutual funds are catalysts for financial empowerment and nation building.

“Mutual funds are more than just investment vehicles—they are catalysts for financial empowerment and nation-building. As we work towards a Viksit Bharat by 2047, it is imperative to ensure that every household has access to meaningful avenues for wealth creation,” Munot said.

Navneet Munot, Chairman of Amfi, emphasized that mutual funds play a crucial role in financial empowerment and nation-building.

‘Mutual funds are more than just investment vehicles—they are catalysts for financial empowerment and nation-building. As we work towards a Viksit Bharat by 2047, it is imperative to ensure that every household has access to meaningful avenues for wealth creation,’ Munot said.

Venkat Chalasani, CEO of Amfi, stressed on the need to simplify investments and build an ecosystem that fosters financial well-being.

‘Financial empowerment begins with awareness. The mutual fund industry must simplify investments, address behavioral challenges, and create an ecosystem where financial well-being is not a privilege but a right for every Indian. Our initiatives focus on making mutual funds more accessible, relevant, and inclusive,’ Chalasani said.