Sundaram Asset Management Company Limited

Overview

Established in 1996, this firm is a leading Indian asset management company and a wholly owned subsidiary of Sundaram Finance Limited. Headquartered in Chennai, Tamil Nadu, it focuses on retail investors and manages a diverse portfolio of mutual funds and investment products, serving over 3.5 million investors with assets exceeding ₹80,000 crores.

Offering a wide range of investment options including equity funds, fixed-income funds, liquid funds, and alternative investment funds, the organization operates through more than 80 branches across India with offices in Dubai and Singapore. It is known for its strong research capabilities and robust fund management processes, delivering consistent performance and personalized services for high net worth individuals, supported by a network of approximately 50,000 Independent Financial Advisors.

Basic Information

Contact Details

• Phone: +91 44285 83362
• Website: sundarammutual.com
• LinkedIn: linkedin.com/company/sundaram-mutual

Key Focus Areas & Initiatives

• NAV tracking
• Fund performance stability
• Innovation
• Retail mutual funds
• SIP investor base
• Invwise app
• Tier-2 and tier-3 city investors
• Retail
• Portfolio management
• Mutual fund management
• India mutual fund industry
• Consistent fund returns
• India retail financial products
• Asset management
• Mid-cap funds
• Asset management company
• Financial services
• ETFs
• B2C
• India
• Fund of funds strategy
• KYC online update
• ETF
• Financial planning
• Fund performance
• Financial advisor
• Mutual funds
• Retail mutual fund distribution
• Hybrid funds
• India financial industry
• Risk management
• Asset allocation
• Research-driven asset management
• Research-driven
• Mutual fund digital platform
• Services
• NAV and dividend history
• Debt funds
• Equity funds
• Digital platform
• Wealth management
• Investment research
• Fund management
• Investment solutions
• Investor-first approach
• Fund manager stability
• Digital investment platform
• Other financial investment activities
• India financial services
• Fund stability
• D2C
• Hybrid investment funds
• Retail investors
• Mid-cap equity funds
• India mutual fund
• Investor services
• Asset management in India
• Fund of funds
• Asset management industry
• Investment platform
• KYC updates
• Mobile app
• Digital tools
• Retail investor services
• Sundaram Finance
• Retail financial products
• Investor education
• Retirement planning
• Digital investor services
• SIP management
• Risk assessment
• Investment portfolio
• Fixed-income funds
• Liquid funds
• Goal-based investing
• SIP
• Systematic investment plan
• NAV
• IDCW
• KYC
• Investment options
• High returns
• Market risks
• Distributor services
• Investor support
• Fixed deposit alternatives
• Long-term investments
• Short-term investments
• Mutual fund schemes
• Tax saving
• Financial independence
• Investment diversification
• Online KYC
• Investor feedback
• Financial literacy
• Market analysis
• Retirement corpus
• Investor awareness
• Financial goals
• Market volatility
• Expense ratio
• Investment strategy
• Wealth creation
• Fund manager
• Equity research
• Financial products
• SaaS
• Finance
• Distribution
• Consumer products & retail
• Investment management
• Computer software
• Information technology & services

Technologies Used

• Microsoft Office 365
• Outlook