AssetPlus: Save and invest better

Indian mutual fund industry has grown in terms of AUM to 65lk cr from 25lk cr in 2019. We have just over 5.5 crore unique mutual fund investors, which was 2 crore in 2019. If the investor base has to grow, along with educational efforts, we also need mutual fund distributors. But today, distributors need more tools and support to grow their businesses, deal with compliance requirements, and support investors. What AssetPlus is building can go a long way in enabling mutual fund distributors to do what is right for the customers and provide them with tools to manage client relationships. Rainmatter Fintech started in 2016 to support solutions that will expand the capital markets and make it accessible to more investors in India. We are always looking to support more entrepreneurs attempting to help clients manage money better, save, and invest.

Here is a note from Vishranth, the Founder, who shares more context around what Assetplus does and why they are doing what they are doing.

Why Was AssetPlus Started?

AssetPlus was founded with the belief that financial stability and freedom should be within reach for every Indian citizen. In a country where financial literacy and access to reliable guidance remain significant challenges, AssetPlus set out to address these gaps and create a system that empowers individuals to achieve their dreams through thoughtful financial planning. The company recognized that many people struggle to understand and navigate the complexities of mutual funds and other financial instruments, often missing out on opportunities to secure their future.

At the same time, the lack of support and resources for financial advisors, who serve as trusted guides to individuals, further hindered the ability of citizens to access quality financial advice. AssetPlus was created to not only equip advisors with the tools and knowledge they need but also to ensure that their efforts directly contribute to helping individuals across the country reach their financial goals.

The Mission of AssetPlus

AssetPlus envisions building India’s best-assisted wealth management platform, taking its mission of bringing assisted wealth management to 100 million Indian households to life. The company is dedicated to creating a financially aware and secure India by empowering financial advisors to deliver exceptional service. Through cutting-edge technology, continuous training, and comprehensive support, AssetPlus enables MFDs to focus on guiding individuals toward financial independence and achieving their personal financial goals.

For citizens, this translates to a greater understanding of financial planning, access to reliable guidance, and the confidence to make informed decisions about their futures. Whether it’s saving for a child’s education, planning for retirement, or building wealth for the long term, AssetPlus is committed to simplifying the process and making it accessible to all.

Addressing the technological divide:

The financial advisory landscape in India has historically been hindered by fragmented tools, cumbersome compliance processes, and a lack of robust digital infrastructure. This has made it difficult for advisors to deliver efficient services and meet the growing expectations of tech-savvy investors.

AssetPlus fills this gap by providing a unified, technology-driven solution that simplifies the advisory process, enhances client engagement, and reduces operational overhead. By automating routine tasks, ensuring compliance, and delivering real-time portfolio insights, AssetPlus enables advisors to focus on strategic decision-making and building strong relationships with clients. Additionally, the platform bridges the digital divide by bringing modern financial services to Tier 2 and Tier 3 cities, empowering underserved communities to achieve financial independence.

A Larger Vision for India

AssetPlus’s work extends beyond financial services; it’s about creating a movement. A movement that emphasizes financial awareness, inclusivity, and empowerment at every level of society. By equipping advisors with the resources they need to succeed and supporting individuals in achieving their goals, AssetPlus is laying the foundation for a stronger, more financially resilient nation.

The company’s efforts reflect a deep commitment to making finance less intimidating and more impactful. AssetPlus envisions a future where every Indian has the knowledge and tools to secure a stress-free and prosperous tomorrow. Through innovation, dedication, and a focus on uplifting both advisors and clients, AssetPlus is playing a pivotal role in shaping a brighter financial future for India.

Biggest Achievement?

One of AssetPlus’s most significant achievements is creating a platform that serves as a bridge between Mutual Fund Distributors (MFDs) and the citizens of India, driving meaningful impact on both sides.

For MFDs, AssetPlus has empowered thousands of professionals by providing them with cutting-edge technology, comprehensive training, and operational support. This has enabled them to scale their businesses, enhance their efficiency, and deliver superior financial guidance to their clients.

For citizens, this empowerment translates into greater access to high-quality financial advice, fostering awareness about personal financial goals and making it easier for individuals and families to achieve financial security, freedom, and a stress-free future.

By strengthening the capabilities of MFDs and facilitating better financial outcomes for citizens, AssetPlus demonstrates its commitment to building a robust, inclusive, and sustainable financial ecosystem in India.

Achievements and Recognitions:

AssetPlus has achieved remarkable success, solidifying its position as a leading fintech
platform in India:

• Advisor Adoption: Over 13,000 financial advisors have adopted AssetPlus, underscoring its effectiveness and popularity within the financial advisory community.
• Assets Under Management (AUM): The platform manages assets exceeding ₹4,000 crore, a testament to its scalability and trustworthiness.
• Investor Engagement: With 1,00,000+ active investors, AssetPlus has made a tangible difference in the lives of individuals and families, promoting financial inclusion across urban and rural regions.
• Recognition for Innovation: By integrating mutual fund and insurance services, AssetPlus has set a new benchmark in the industry, gaining recognition as a pioneer in financial advisory technology.
• Best rated app in the industry on Google PlayStore and iStore
• Winner of FinTech Impact Award by Money Control