AMFI Launches New Investor Centric Initiatives to strengthen India’s Investment Ecosystem.
SEBI Chairperson Smt. Madhabi Puri Buch at the launch of Chhoti SIP, Tarun Yojana and Mitra Platform at AMFI's event, along with Industry dignitaries, Shri Ashwani Bhatia, Whole Time Director - SEBI, Shri Manoj Kumar, Executive Director –SEBI, Mr. Navneet Munot – Chairman, AMFI, Mr. Anthony Haredia, AMFI Vice Chairman & Mr. Venkat Chalasani – Chief Executive, AMFI
FinTech BizNews Service
Mumbai, February 21, 2025: The Association of Mutual Funds in India (AMFI) launched three strategic
initiatives – Chhoti SIP - Sachetization of Mutual Funds, Tarun Yojana, and MITRA - Mutual Fund
Investment Tracing and Retrieval Assistant — to advance financial inclusion, promote investor
awareness, and simplify trace and retrieve forgotten investment. These initiatives align with SEBI and
AMFI’s ongoing efforts to democratize mutual fund investments, ensuring wider participation across
diverse segments of society.
India’s mutual fund industry has witnessed robust growth, with assets under management (AUM)
surpassing Rs65 lakh crore, reflecting increasing retail participation and a growing preference for
systematic, long-term investing. However, a significant portion of the population remains outside the
formal investment ecosystem due to barriers such as lack of awareness, accessibility constraints. AMFI
has been at the forefront of addressing these challenges through investor education, regulatory
collaboration, and innovative solutions that bridge the gap between financial markets and retail
investors. The latest initiatives further strengthen its mission to make mutual funds a viable and
accessible investment avenue for every Indian.
Smt. Madhabi Puri Buch, Chairperson, SEBI, underscored the importance of financial inclusion and
investor protection in fostering a resilient capital market. “Investor participation is key to deepening
and broadening India's financial markets. AMFI’s initiatives will not only encourage more individuals
to start investing but will also provide essential tools to ensure transparency, security, and ease of
access to mutual fund investments.”
Navneet Munot, Chairman, AMFI, emphasized the need for long-term investor participation in nation-
building. “Mutual funds are a key pillar of financial empowerment, enabling individuals to participate
in India’s growth story. These initiatives are designed to ensure that investing is not just accessible but
also secure, transparent, and aligned with the financial well-being of every Indian. By expanding retail
participation, promoting financial literacy at an early stage, and providing investors with the necessary
tools to navigate the financial landscape confidently, we aim to build a more resilient and inclusive
investment culture.”
Venkat Chalasani, Chief Executive, AMFI, reiterated AMFI’s commitment to empowering investors.
“The mutual fund industry has a pivotal role in shaping India’s financial landscape. Through these
initiatives, AMFI aims to lower entry barriers, instil financial literacy at an early stage, and provide
investors with mechanisms to track and retrieve their investments. Our focus remains on building a
well-informed and confident investor community.”
The छोटी SIP introduces a Rs250 Systematic Investment Plan (SIP), designed to make mutual fund
investing more accessible, particularly for first-time investors and those from underserved segments.
The Tarun Yojana seeks to integrate financial literacy into school curricula, equipping young minds
with foundational knowledge of investment principles. Meanwhile, the MITRA platform addresses a
long-standing challenge by enabling investors and their legal heirs to identify and recover inactive or
forgotten mutual fund holdings, ensuring rightful asset ownership.
With these initiatives, AMFI continues to lead efforts in expanding financial awareness and inclusion,
reinforcing mutual funds as a key instrument for wealth creation and long-term financial security.
