Cover Story

Top 10 Mutual Fund Distributors From UP - 2025

Mutual fund distributors from Uttar Pradesh play a crucial role in bridging the gap between investors and investment opportunities across one of India's most populous states. These financial intermediaries help individuals and businesses to navigate the complex business environment of mutual fund investment and give advice on portfolio selection, risk analysis, and wealth construction models.

In recent years, the mutual fund penetration has increased tremendously in UP, with distributors expanding their business to more geographic locations than the large cities of Lucknow, Noida, Kanpur and Varanasi, into the tier- 2 and tier- 3 towns. This expansion has been contributed by the rise in financial literacy, rise in the disposable incomes and Government initiatives to bring about better financial inclusivity.

If we look at the distributor community in UP, it...

Top 10 Mutual Fund Distributors From UP - 2025

AR Fincap

Mahesh Ramchand Chhabria, Director

Offering mutual funds, insurance, fixed deposits, PMS/AIF, retirement/child-future savings, and equity trading services

Arth Vipra

Deepti Dwivedi and Bhaskar Dwivedi, Directors

Delivers holistic wealth-management and financial advisory services and offers mutual fund distribution

Invesgate Edge

Vishal Sood, Owner

Manage finances across equities, mutual funds, real-estate, insurance, estate/ financial planning, loans, and alternate investments

Khemka financial

Prashant Khemka, Founder and Managing Director

Provides services including mutual fund distribution, fixeddeposits, insurance, retirement & child-future savings

Lakshyawan IMF

Sushma Chauhan, Director

Services including investment planning, mutual funds, equity, insurance, tax, retirement and financial planning

Seth Capital

Sonika Jasuja, Director

Helping clients buy mutual funds, track portfolios, and handle related financial tools

Stratfin

Predeep Kumar, Director

Customized wealth-management and investment advisory to help clients invest and plantheir finances

VSRK Capital

Swapnil Aggarwal, Managing Director

Manage diversified portfolios across mutual funds, equities, PMS/ AIFs, fixed deposits, and other investment instruments

Wealth Creators

Rajender Rautela, CEO & Founder

Provides personal financial-planning and wealth-management services

Wise Funds

Ajay Yadav, CEO & CIO

Helping clients invest in mutual funds and manage their investments via its online platform