Sunil Singh,CEO, INVESTEK

The wealth management industry has experienced significant evolution over the past two to three decades, reflecting the broader economic growth. As economies advance, new millionaires and entrepreneurs emerge, driving demand for sophisticated wealth management services. In countries like India, where economic growth has surged from $1 trillion to nearly $5 trillion, the wealth management sector has expanded correspondingly. The mutual fund industry, for instance, has grown from ₹2 lakh crores to approximately ₹40 lakh crores. This expansion has led to a proliferation of wealth management firms and regulatory improvements aimed at safeguarding investor interests. Looking ahead, the next few decades are promising for the wealth management industry, as emerging businesses mature and the country advances towards becoming one of the world's top economies. However, challenges persist. Key issues include providing unbiased, ethical advisory services and enhancing customer service, with current offerings often falling short. Additionally, there is a need for innovation in financial products, as many solutions remain static. Addressing these challenges will be crucial for firms aiming to excel in this evolving market.

To this end, Investek is one of the fastest flourishing startups established to address critical gaps in the financial services sector, focusing on high ethical standards, superior customer service, and transparency. The company is notable for its investment in technology, blending human and artificial intelligence to enhance its advisory services. This innovative approach, termed HiAi (Human Intelligence and Artificial Intelligence), ensures that clients receive unbiased and optimal advisory services, combining AI's market analysis capabilities with human insight which help to be ahead of market behaviour. As a full-stack financial services provider, the firm offers a comprehensive range of solutions, including Wealth Management, Investment Banking, Insurance, Private Equity, and Business Lending. This diverse portfolio is supported by cutting-edge technology, ensuring clients have access to a broad spectrum of financial services tailored to their needs.

What sets Investek apart from its peers is its unique HiAi (Human Intelligence and Artificial Intelligence) model. By leveraging in-house developed AI tools blend with human intelligence, the firm provides advisory services that are both innovative and client focused. This forward-thinking approach allows the company to stay ahead of market trends and deliver exceptional, unbiased advisory services, distinguishing it as a leader in the financial services industry.

Investek boasts a team of 50 professionals led by core founders Sunil Singh, CEO, Mohit Talwar, the Chief Growth Officer, Anil Kumar, the Chief Technology Officer, and Suraj Malviya, who oversees Private Equity and Investment Banking. This team is supported by highly qualified experts across various domains. Unlike many startups, Investek operates each business unit independently to ensure optimal performance. Each unit, ranging from Wealth Management, Investment Banking, Insurance, Private Equity, and Lending, functions separately under its respective co-founder, avoiding overlap and maintaining a focus on excellence. This structure allows the firm to deliver innovative, client-centric solutions with dedicated support tailored to each business area.

“At Investek, we build strong and enduring relationships with our clients by prioritizing quality advisory and exceptional service. Our ethos is to be available 24x7, treating clients as part of our extended family rather than just customers. This approach ensures that we are always accessible to meet their needs across all business verticals. By providing continuous, high-level support, we strive to create lasting connections and foster a deep, trusting relationship with each client”, emphasizes Sunil Singh, CEO, Investek.

Rapid Growth and Strategic Vision

Since its inception in November last year, Investek has experienced remarkable growth. The company began with a small team, but now boasts 50 professionals working from four strategic locations including Gurgaon, Mumbai, Ahmedabad, and New York. The firm swiftly reached ₹500 crore in assets under management within just four months of operation, and has since grown this figure to approximately ₹800 crores in the Wealth Management vertical. The firm has also made significant strides in Investment Banking, executing seven IPOs, securing two Qualified Institutional Placement (QIP) mandates, and handling multiple high value structuring transactions.

Investek’s vision for the future is both ambitious and clear. The company aims to increase its assets under management to ₹5,000 crore by March 2026 with the help of retail business launch. It plans to expand its presence to 25 to 30 cities across India and internationally. A key component of this growth strategy includes launching a retail business within the next three to four months, which is expected to accelerate the company's expansion and enhance its market presence. Its mission is to solidify its position as a prominent player in its industry by providing exceptional client-centric solutions across its core verticals, namely Wealth Management, Investment, Banking, Insurance, Private Equity and Lending. The company is committed to maintaining its rapid growth trajectory while continually innovating and leveraging advanced technologies to deliver unparalleled service. This forward-thinking approach ensures that Investek remains at the forefront of the financial services sector, poised for sustained success and industry leadership.