Invest With Shikhar: Helping Clients Build Financial Assets Sustainably

According to AMFI (Association of Mutual Funds in India), the total Assets Under Management (AUM) of the Indian Mutual Funds industry as of 2025 is ₹69,99,836 crore. The sector has experienced stable growth in the last five years and is estimated to showcase lucrative growth in the coming years. Furthermore, mutual fund investments have grown in Tier I cities of the country but compared to that, the acceptance in Tier II and Tier III cities are very less. It is basically due to lack of awareness about mutual fund products and how they can become financial assets for an individual. This is why Invest With Shikhar has taken up the task to spread the much required awareness in these regions and convince customers to invest in mutual funds. Here, the primary idea is not only to grow investments in these regions, but also to add value to the entire mutual funds segment of India.

The company aims to make mutual funds investments grow in the smaller cities of the country so that all the people of the country get equal access to the financial products available in the market. “We are witnessing that slowly but steadily, people from Tier II and Tier III cities are getting more aware of the benefits of investing in mutual funds. And this is not only applicable for mutual funds but all the financial products that are available in the market”, highlights Shikhar Shingala, Founder, Invest With Shikhar.

Extended Range of Services

When it comes to mutual funds, Invest With Shikhar brings forth a gamut of services that include expert recommendations, mutual fund management, secure transactions and access to web app 24*7. These services are designed to involve a customer in their financial journey and help them build assets and achieve their financial goals in a sustainable manner. Here, the company brings in the idea of growing sustainably. It has tied up with reputed mutual fund companies in the country and made their customers invest in those products with a mindset of growing financial assets over a period of a few years. “Financial literacy is still a big challenge in this segment and that is why we have taken an educational approach to our business. For us, it is very important that all our customers come home with the products they have invested in. And, in order to maintain that, we are available for our customers all the time and they can get in touch with us whenever they want”, states Shikhar.

We are witnessing that slowly but steadily, people from Tier II and Tier III cities are getting more aware of the benefits of investing in mutual funds

Shikhar Shingala, Founder

The company is still in the early stages and currently specializes in mutual fund services but it has already diversified into Fixed Deposit domain. Being experienced in the finance sector, the founder has expertise in different kinds of financial products. The company has tied up with a reputed FD organization in order to provide FD services to customers. However, the company also has a very unique policy when it comes to mutual fund investments. It invests its own capital in the funds in which their customers are investing in. The idea here is to gain the trust of the customer and provide them the best in class services in the industry. Honesty and transparency are the elements of truth when it comes to Invest With Shikhar.

Looking at the Future

The company has plans to diversify to various kinds of financial products and services in the coming five years. It wants to become a one stop solution for all kinds of financial needs. Though it is focusing on mutual fund services right now, it is also diversifying to FD services and also has plans to offer bond services in the coming years. Furthermore, it aims to partner with bond companies and make all kinds of bond related services available for the customers. Though young, the company has been able to gain considerable trust and recognition from its customers because of customer oriented approach and honesty in operations.

Invest With Shikhar does not want to give a customer what they do not require but wants to educate them about the right products and make them grow financial assets in a sustainable way. “We will diversify many financial services in the coming five years but we have a plan for the next 10 years as well. Our dream is to establish a bank which will have its own financial products and services. That way we will be able to cater to a bigger customer base at most of the locations of India”, concludes Shikhar.