Teamgm Investmart

What Teamgm Investmart does

Teamgm Investmart Private Limited is an AMFI-registered Mutual Fund Distributor (ARN: 195638, EUIN: E530576; registration valid 12 Jan 2025 to 11 Jan 2028) headquartered in Agra, Uttar Pradesh, India. The firm distributes mutual fund schemes from 15+ Asset Management Companies and complements this with life, health, and general insurance distribution, financial and tax planning advisory, equity broking referrals, fixed deposit and bond products, and a dedicated NRI Corner service line. It reports serving 4,000+ clients with Assets Under Management of ₹510 Cr+ as of 29 May 2026.

The firm's technology footprint is a web-based portal (mgminvestmart.com) enabling online mutual fund purchases, premium payments, KYC checking, portfolio login, and lead capture via a 'Schedule a Meeting' form, supported by 16+ rule-based financial calculators (SIP, EMI, Lumpsum, Child Education/Marriage, Retirement, STP/SWP Past Performance, NAV Viewer, Income Tax, Human Life, Delay Cost) and risk/financial-fitness self-assessment tools. There is no proprietary trading, advisory, or AI/ML system disclosed.

Revenue is generated entirely through commissions: trail commissions and front-end loadings from AMCs on mutual fund distribution, and first-year plus renewal commissions from insurance providers. The go-to-market is a hybrid of direct advisory consultations and digital self-serve, with marketing centered on the website, calculator content for organic inbound, and AMFI regulatory credentials for trust-building. The firm is privately held with 11–50 employees and no disclosed external funding, parent company, or M&A activity.

Name

Teamgm Investmart

Legal name

Teamgm Investmart Private Limited

Website

https://mgminvestment.co.in

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Teamgm Investmart is an AMFI-registered mutual fund distributor in Agra, India, distributing MF schemes from 15+ AMCs alongside life, health, and general insurance, financial and tax planning, equity, FD/bonds, and NRI services to 4,000+ retail clients with ₹510 Cr+ AUM.

Ownership category

akta.pro rank

Product category

Financial Advisory and Mutual Fund Distribution

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industry

Fixed Income Mutual Funds (FSAAAEAB)

Keywords

• Mutual fund distribution
• Insurance advisory
• Financial planning
• Wealth management
• Tax planning services

Headquarters

HQ city

Agra

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Mutual Fund Distribution Commission: AMFI-registered mutual fund distributor earning commissions from Asset Management Companies for distribution of mutual fund products. Commission is received as a percentage of assets mobilized or as trail commission on ongoing AUM.
2. Insurance Distribution Commission: Revenue earned from insurance providers (life, health, and general insurance) for distributing insurance products, likely through first-year premium commissions and renewal trail commissions.

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Teamgm Investmart Private Limited is an AMFI-registered mutual fund distributor (ARN: 195638) that distributes mutual fund schemes from 15+ Indian Asset Management Companies, alongside life, health, and general insurance products, financial planning, tax planning, equity advisory, and fixed deposit/bond products. The company operates a web-based portal enabling online mutual fund purchases, premium payments, risk profiling, and financial calculators, and serves retail individuals, families, and Non-Resident Indians across India.

Product overview

Teamgm Investmart Private Limited is an AMFI-registered mutual fund distributor (ARN: 195638) offering a comprehensive financial services platform. The core offering centers on mutual fund distribution with integrated insurance products (life, health, and general insurance), financial planning and tax advisory services, equity investments, and fixed deposit/bond products. The platform serves both domestic and NRI clients through its online portal and calculator suite. Key digital tools include an online MF purchase platform, premium payment facility, risk profiling assessment, and financial fitness checker, all complemented by a suite of 16+ financial calculators (SIP, EMI, retirement, education, tax, and others). The company reports serving 4000+ clients with an AUM of ₹510Cr+.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• ₹510Cr+ AUM mobilized across 4,000+ clients, demonstrating large-scale distribution capability.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Asset Management Companies (AMCs)coreChannel Partner/ Reseller/ DistributorPartnerships with 15+ Asset Management Companies including HDFC AMC, ICICI Prudential AMC, SBI AMC, Aditya Birla Sun Life AMC, Nippon India AMC, UTI AMC, DSP AMC, Tata AMC, UTI AMC, Kotak Mahindra AMC, Edelweiss AMC, Taurus AMC, and others. These partnerships enable Teamgm Investmart to distribute a comprehensive range of mutual fund schemes to retail, NRI, and corporate clients across India. The company acts as an ARN-holder (ARN: 195638) receiving commission from AMCs for product distribution.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• HDFC AMC: HDFC AMC is one of India's largest asset management companies and is both a competitor (in running MFs) and a partner (Teamgm distributes HDFC schemes). As an AMC, it operates at a much larger scale and is the broad incumbent in the same product category Teamgm distributes.
• Kotak Securities: Kotak Securities provides broking, mutual fund distribution, insurance and advisory services under the Kotak group umbrella. It is a broad incumbent that overlaps with Teamgm's MF and insurance distribution, though as part of a much wider financial services portfolio.
• SBI Mutual Fund: SBI Mutual Fund is India's largest AMC by AUM and is both a partner (Teamgm distributes SBI schemes) and a competitor (in the underlying MF market). As an AMC, it is a broad incumbent with massive scale advantages versus Teamgm's distributor-level position.
• ICICI Securities: ICICI Securities (I-Sec) is a large Indian broker-distributor offering mutual funds, equity, insurance and financial planning through its direct platform and partner channel. It competes with Teamgm on multiple product lines but as a broad incumbent with a national footprint and parent-bank backing.

Direct peers

• Zerodha (Coin): Zerodha's Coin platform enables direct, commission-free purchase of mutual funds alongside its brokerage business. Like Teamgm, it serves Indian retail investors seeking MF exposure, but its scale, technology stack and brand make it the leading direct competitor for the same retail wallet.
• Groww: Groww is one of India's largest direct-to-consumer mutual fund and equity investment platforms, allowing retail users to buy MFs without an intermediary distributor. It is directly comparable to Teamgm's online MF distribution and calculator-led funnel, but operates at national scale with a fully self-serve model that disintermediates traditional distributors like Teamgm.
• NJ Wealth: NJ Wealth is one of India's largest mutual fund distributors and wealth advisory networks, offering MFs, insurance, bonds and financial planning through a partner/channel model. It is the closest large-scale analog to Teamgm's distributor-plus-advisor model.
• ETMONEY: ETMONEY (Times Internet) offers mutual fund investing, financial planning calculators and insurance comparison to Indian retail investors. It competes with Teamgm in the same persona (Indian retail investor seeking planning + MF + insurance) but at national scale and via a digital-only channel.
• Kuvera: Kuvera is a direct mutual fund distribution platform with financial planning tools, portfolio analytics and goal-based advice. It overlaps directly with Teamgm's combination of MF distribution plus financial planning calculators, but distributes without human-intermediary commissions.
• INDmoney: INDmoney is a super-app combining mutual fund distribution, financial planning, tax tools and US stock investing for Indian consumers. Its multi-product, planning-led approach is highly comparable to Teamgm's single-window offering, but with a national digital footprint.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Teamgm Investmart