AMC & product-related updates
Lakshya AMC has entered the mutual fund space, backed by founders of India’s first ETF. The fund house plans to focus on passive investing strategies, including quant-based and index-linked products.
Regulatory & policy developments
Industry-level engagement continues to grow. The Odisha MFD Association will host a residential knowledge event for distributors in Puri on April 24–25, aimed at strengthening advisory capabilities.
At the same time, the number of Certified Financial Planner (CFP) professionals in India has increased to 3,534 as of December 2025, according to FPSB India. Women now account for 24% of the total, indicating gradual diversification in the advisory ecosystem.
Mutual fund & distribution signals
Investor behaviour is evolving rapidly. A recent survey shows that 92% of Gen Z investors seek financial advice, compared to 89% of millennials. Gen Z investors are also more inclined toward digital channels such as WhatsApp, robo-advisory platforms and workplace solutions.
Foreign investor activity remains a concern. Since late February, foreign investors have sold over $12 billion worth of Indian equities, marking one of the largest outflow phases on record.
Markets & sectoral trends
Indian equity markets saw a sharp correction on March 27, 2026, as escalating tensions between the US and Iran triggered risk-off sentiment. The sell-off led to an erosion of nearly ₹9 lakh crore in investor wealth.
Global brokerage Goldman Sachs has downgraded Indian equities to “Marketweight” and reduced its Nifty target to around 25,900. The firm cited rising crude prices, inflation risks and delayed rate cuts as key concerns. It has also lowered earnings growth expectations for the coming years.
Corporate actions, capital flows & business developments
In the infrastructure space, Coal India plans to invest ₹3,300 crore in setting up eight new coking coal washeries by FY30, aiming to reduce import dependence.
Adani Ports (APSEZ) has developed India’s first Port of Refuge, with facilities at Dighi and Gopalpur to enhance maritime safety.
In real estate, Birla Estates has entered Mumbai’s redevelopment segment with a ₹1,700 crore project in Khar West, targeting demand in premium housing.
On the policy front, the Uttar Pradesh government has cancelled a ₹25,000 crore MoU with Puch AI, citing financial credibility concerns.
Source: Moneycontrol, Business Standard, CNBC TV18, Economic Times, Cafemutual
Disclaimer: The content shared above is intended solely for general awareness and educational purposes for mutual fund and financial product distributors. It does not constitute investment advice, solicitation, or a recommendation of any kind. Investments in securities markets are subject to market risks. Distributors and investors should review all relevant documents carefully before making any decision.
