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Jefferies Eyes Entry into India’s $900 Billion Mutual Fund Industry

द्वारा लिखित: Sachin Guptaअपडेट किया गया: 7 Oct 2025, 3:07 pm IST
The New York-based investment banking firm, Jefferies, is planning to enter India’s mutual funds industry.
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Jefferies, the New York-based investment banking firm, is preparing to establish a presence in India’s fast-growing $900 billion asset management industry, according to news reports. This strategic move places Jefferies among an expanding group of global financial giants aiming to benefit from the explosive growth of the Indian economy.

As part of its market entry strategy, Jefferies has appointed Milind Barve, the former Managing Director of HDFC Asset Management Co., as an adviser. Barve is expected to guide the firm through regulatory approvals and assist in shaping a competitive strategy tailored to India’s complex financial landscape.

Mutual Fund Industry Booms Post-Pandemic

India’s mutual fund sector has seen remarkable expansion since the pandemic, fueled by a significant shift in household investments from traditional assets like gold and real estate to financial instruments. Over the past five years, assets under management have more than doubled. Monthly equity inflows through systematic investment plans (SIPs) have averaged around $3 billion since April, highlighting the growing investor interest in financial products.

Jefferies to Face Formidable Competition

Jefferies will face strong competition from established domestic players backed by leading banks such as HDFC Bank, ICICI Bank, and the State Bank of India. These institutions possess vast distribution networks and deep-rooted investor trust across urban and rural markets.

Also Read: 3 Large Cap Schemes That Beat Benchmark – October 2025 Update

The firm will also compete with returning global players like BlackRock Inc., the world’s largest asset manager. BlackRock recently re-entered the Indian market after a seven-year hiatus, launching actively managed funds in partnership with Jio Financial Services, part of Mukesh Ambani’s Reliance Group.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Published on: Oct 7, 2025, 9:35 AM IST

Sachin Gupta

Sachin Gupta is a Content Writer with 6+ years of experience in the stock market, including global markets like the US, Canada, and Australia. At Angel One, Sachin specialises in creating financial content that simplifies complex market trends. Sachin holds a Master's in Commerce, specialising in Economics.

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