Univest Strengthens Leadership and Expands Product Portfolio to Accelerate Growth

0

Leadership Appointments to Support Next Phase of Scale

Univest, an advisory-first wealth-tech and broking platform, has announced a series of senior leadership appointments as it accelerates growth across governance, brand building, broking, and AI-led technology.

The company has appointed Girraj Prasad Garg, former Executive Director at Securities and Exchange Board of India (SEBI), as Non-Executive Director, strengthening regulatory oversight and governance. Sachin Gupta, former senior leader at Lenskart and AstroTalk, joins as Chief Marketing Officer, while Gagan Singla, previously Managing Director at BlinkX and a senior leader at HDFC Securities and Angel Broking, has been appointed CEO – Broking Business. Aman Bindal, former CTO at Creditas, joins as Chief AI and Technology Officer.

Strengthening Core Capabilities Across the Platform

These appointments significantly enhance Univest’s leadership depth across compliance, brand and growth, broking execution, and AI-driven product development. Together, the new leadership team brings deep experience in scaling consumer platforms, building regulated financial businesses, and driving analytics-led growth with clear P&L ownership.

Strong Momentum Amid Market Headwinds

The leadership expansion comes at a time when Univest is delivering strong operating momentum. The company has reported over 150% year-on-year growth, outperforming several peers in the broking industry that have faced moderation due to regulatory shifts and changing market dynamics. Backed by Bertelsmann India Investments, Univest is now targeting 200%+ growth by FY 2026–27, driven by disciplined execution and product expansion.

Expansion into Mutual Fund Advisory

As part of its growth strategy, Univest has recently launched its Mutual Fund business, introducing a research-first, goal-linked advisory model. The offering maps investor goals to high-performing Mutual Funds and ensures continuous portfolio alignment through active monitoring. Powered by a Human + AI research framework, Univest offers Regular Mutual Fund plans for long-term investors, alongside UniClub (Pro MF)—a premium solution featuring analyst-built, actively reviewed and rebalanced portfolios.

Building a Unified Wealth Operating System

With strengthened leadership and a broader product portfolio, Univest is consolidating its position as a one-stop Wealth Operating System, integrating advisory, broking, and Mutual Funds within a single, research-driven ecosystem.

“These leadership appointments strengthen Univest across governance, growth and broking execution at a critical stage,” said Pranit Arora, Co-Founder & CEO, Univest. “Our focus remains on building a disciplined, research-led platform that helps investors stay aligned with long-term wealth creation.”

Keep building. Keep learning. Keep growing with StartupByDoc.

Share.
Leave A Reply