Helios Mutual Fund is expanding in the Kerala market as part of its effort to strengthen its presence across high-potential investor markets in the country.
Deviprasad Nair, Head of Business (Mutual Fund, AIF and PMS) said Kerala has already demonstrated strong early traction for the company, with Kochi emerging as one of the top 15 non-metro contributors to the Helios Small Cap Fund NFO. The company has also empaneled over 40 local Independent Financial Advisors (IFAs) to enhance investor access and engagement in the State.
“In a relatively short span, our mutual fund business has crossed ₹10,000 crore in AUM. Kerala represents a compelling next phase of this growth journey. With its informed investor base and strong wealth corridor, we expect the State to emerge as a meaningful contributor to our long-term AUM expansion”, he said.
Kerala strategy will continue to be digital-first, complemented by a calibrated on-ground presence through Kochi, Thiruvananthapuram and Kozhikode offices.
The company is looking at an AUM of ₹14,000 crore and expansion to 50 cities by the end of the current fiscal, he said.
Beyond the Flexi Cap Fund, Helios has built portfolio across categories. This includes equity offerings such as Large & Midcap, Midcap and Small Cap Funds, alongside sector-focused strategies like the Financial Services Fund.