AMFI at 30: AMFI unveils 2 initiatives to deepen financial literacy, expand reach, and secure India’s retirement future

The Association of Mutual Funds in India (AMFI), which celebrated a historic milestone on Friday marking its 30th Foundation Day, has unveiled initiatives that will deepen financial literacy, expand reach, and secure India’s retirement future.

To expand investor awareness, AMFI unveiled a series of new investor education initiatives, including Nivesh Ka Sahi Kadam which is engaging multi-lingual content in 13+ regional languages, distributed through TV, digital channels, and 30 on-ground investor camps across the country. Secondly, Bharat Nivesh Rail Yatra, which is a first-of-its-kind initiative to bring investor education onboard Vande Bharat trains, making financial literacy accessible on the move.

The event reflected on three decades of AMFI’s contributions to investor education, financial inclusion, and the growth of India’s mutual fund industry. To commemorate the milestone, a Special Commemorative Postal Cover with AMFI cancellation was released.

Another key highlight was the launch of AMFI’s White Paper on Retirement, offering a comprehensive perspective on strengthening India’s pension ecosystem. Recognising that a significant portion of India’s workforce remains outside formal retirement savings, the paper calls for coordinated action by regulators, policymakers, industry participants, and investors to encourage early and consistent long-term savings, ensuring financial security and dignity in retirement.

Reinforcing its commitment to financial literacy, AMFI has announced strategic collaborations with leading educational institutions including IIM Bodh Gaya (Bihar), IIM Shillong (Meghalaya), IIM Visakhapatnam (Andhra Pradesh), and XIM University Bhubaneswar (Odisha). These partnerships aim to leverage academic expertise and institutional networks to spread financial literacy and carry the message of financial empowerment to every corner of the country.

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The celebrations also featured the signing of an MoU with the Department of Posts to train one lakh postmen across India, enabling them to distribute mutual funds and extend financial access to even the most remote regions.Also Read | Postmen to sell mutual funds? 1 lakh India Post staff to undergo MF distributor training by AMFIAnother highlight of the day was the felicitation of winners of the inaugural Bharat Nivesh Young Minds Essay Competition, an initiative aimed at nurturing financial awareness among the youth. The nationwide competition received an overwhelming response from more than 5 lakh students across 2,500 schools, with participants from Grades 8–12 writing on the theme “Importance of Financial Literacy for a Viksit Bharat.” After a rigorous evaluation process, 80 students were declared winners for their outstanding essays, while 1,000 students were recognised with consolation prizes. To mark the initiative, SEBI Chairman released a Coffee Table Book featuring select essays, showcasing the voices, ideas, and aspirations of India’s next generation of investors.

Reflecting on AMFI’s journey and its future roadmap, Venkat Chalasani, Chief Executive, AMFI, said: “For over three decades, AMFI has been dedicated to making mutual funds accessible to every Indian household. As we celebrate this milestone, our focus is on the future — deepening financial literacy, expanding distribution networks, and empowering individuals to become informed investors. The initiatives announced today mark a significant step towards our vision of making mutual funds the preferred savings option for millions more across the country, contributing meaningfully to the goal of a financially aware, self-reliant, and Viksit Bharat.”

Sharing his vision for the industry and the role of mutual funds in nation building, Navneet Munot, Chairman, AMFI, said: “The 30th Foundation Day is not just an occasion to look back with pride, but to look ahead with purpose. India’s growth journey requires strong and well-informed retail participation, and mutual funds can play a transformative role in realising the vision of a Viksit Bharat. Through innovation, collaboration, and an unwavering focus on investor trust, AMFI will continue to drive financial inclusion at scale and nurture a stronger savings culture across the country.”

In line with its digital-first vision, AMFI also launched its revamped website, designed with stakeholder feedback and benchmarked against global standards. With intuitive navigation, multi-device compatibility, and A+ accessibility compliance, the new platform reflects AMFI’s commitment to transparency and inclusion, serving more than 5.5 crore investors and industry participants with comprehensive data and insights.

The Mutual Funds Sahi Hai website, India’s flagship investor education campaign, has also been completely redesigned, offering multi-lingual support, screen-reader compatibility, voice-enabled navigation, and curated content. This digital upgrade ensures that both first-time and seasoned investors have access to simpler, more intuitive resources to make informed investment decisions.

Also Read | Consumption theme based mutual funds offer up to 18% return in 6 months. Will GST reforms be a game-changer?

To recognise industry contributions, AMFI announced the second edition of its Partners in Excellence Program, dedicated to honouring Mutual Fund Intermediaries for their role in expanding the reach of mutual funds and fostering investor trust.

The 30th Foundation Day thus stood as not only a celebration of AMFI’s legacy, but also a commitment to the future one rooted in financial literacy, technological innovation, and investor empowerment to build a stronger and more financially inclusive India.

Tuhin Kanta Pandey, Chairman, SEBI, graced the occasion as Chief Guest. Sebi Chairman said that, “On AMFI’s 30th Foundation Day, we celebrate not just the growth of the mutual fund industry, but also the trust and confidence of millions of Indians who have embraced it as a pathway to their aspirations. Over the years, mutual funds have democratised access to markets, turning disciplined savings into a powerful engine of wealth creation.”

“The journey ahead is about expanding this reach even further, especially to new geographies and first-time investors, while continuing to uphold the highest standards of transparency and investor protection. Our true measure of success will not be assets under management alone, but the trust under management, which remains the soul of this industry,” he added.

AMFI was incorporated on August 22, 1995, as a non-profit organisation. As of now, all the 44 asset management companies that are registered with SEBI, are its members.

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