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TMI BlogInvesTek Crosses ?1100 Crore AUM, Marking a New Era in Intelligent Wealth ManagementX X X X Extracts X X X X X X X X Extracts X X X X ..... InvesTek Crosses ?1100 Crore AUM, Marking a New Era in Intelligent Wealth Management X X X X Extracts X X X X X X X X Extracts X X X X ..... rk 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, Growi ..... X X X X Extracts X X X X X X X X Extracts X X X X ..... ng 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 insight ..... X X X X Extracts X X X X X X X X Extracts X X X X ..... s 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 e ..... X X X X Extracts X X X X X X X X Extracts X X X X ..... mpowers 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 str ..... X X X X Extracts X X X X X X X X Extracts X X X X ..... ong 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 ..... X X X X Extracts X X X X X X X X Extracts X X X X ..... 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 ..... X X X X Extracts X X X X X X X X Extracts X X X X ..... , 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 ..... X X X X Extracts X X X X X X X X Extracts X X X X ..... . • 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 i ..... X X X X Extracts X X X X X X X X Extracts X X X X ..... ts position as a frontrunner in India's wealth management sector.
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