InvesTek Crosses ₹1100 Crore AUM, Marking a New Era in Intelligent Wealth Management

NEW DELHI, May 20, 2025 /PRNewswire/ -- InvesTek, India's fastest-growing Financial Services FinTech, has achieved a significant industry milestone – crossing ₹1100 Crore in Assets Under Management (AUM) in just 15 months since its inception in January 2024.

This landmark achievement is the latest in a series of rapid growth spurts that reflect the firm's unwavering commitment to financial innovation, energetic leadership, and client-first advisory. InvesTek's journey has not only redefined what's possible in wealth management but also signalled a powerful shift toward AI-driven, human-led investment solutions.

Key Achievements Driving Growth

1. Diverse, Growing Team:
   InvesTek's team now comprises 100+ professionals, with 72% of team strength being women, reflecting its strong commitment to inclusive excellence and empowered leadership. With 6 offices across the country.
2. HiAi – Human Intelligence with Artificial Intelligence:
   The company's flagship market analytics system merges human advisory with machine intelligence, offering predictive insights that empower smarter, data-backed investment decisions.
3. InvesTek Times – Newsletter and Spotify podcast:
   Now a must-read for industry watchers, this daily publication provides timely perspectives on market trends, portfolio strategies, and economic shifts – bridging the gap between insight and action.
4. Private Equity – Tapping emerging opportunities:
   Launched in Q4 2024, this vertical empowers clients to tap into high-growth private market opportunities, backed by strategic insights and thorough due diligence. In just a short span, InvesTek has rapidly emerged as one of the leading players in the region.
5. Scale and Impact:
   With ₹3,500 Crore in Assets Under Advisory through multi-family operations and ₹1,200 Crore in Investment Banking deal size, InvesTek has demonstrated strong market traction and growing client trust across its key service lines. InvesTek has also launched Optimus Insurance, An AI-driven platform for life, health and asset coverage with a 100% persistency rate.

Leadership Reflections

Sunil Singh, CEO of InvesTek, shared:
"This is more than a milestone – it's a movement. We set out to change the way India builds wealth, and reaching ₹1100 Crore AUM shows that our approach resonates deeply with today's investors."

Mohit Talwar, Chief Investment Officer, added:
"From ₹100 Crore to ₹1100 Crore in under 15 months – it's been a journey of vision, execution, and trust. The future of wealth is intelligent, inclusive, and incredibly exciting."

Anil Singh, Chief Technology Officer, added:
"AI is no longer the future: it's the foundation. At InvesTek, we're building intelligent systems that think faster, adapt smarter, and deliver clarity in a complex world. Our technology isn't just supporting growth: it's driving a new era of informed, data-powered decision-making."

Looking Ahead: InvesTek's Vision for the Future

As InvesTek scales up, its forward-looking roadmap includes:

• Enhancing HiAi capabilities for deeper, more personalized insights.
• Expanding private equity access, giving clients more tools to create generational wealth.
• Growing the team to 200, ensuring consistent service and innovation as the client base expands.
• Launching a next-gen mobile app, integrating portfolio management, financial education, and market tools into a seamless, user-friendly platform.
• Aiming for ₹2600 Crore AUM by 2026, accelerating its position as a frontrunner in India's wealth management sector.

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Media contact: 
Priya Maheshwari
+91 87500 00233
[email protected]