Master Trust, a leading financial services group with over 40 years of experience, has formally applied to the Securities and Exchange Board of India (SEBI) for a mutual fund license through its flagship entity, Master Capital Services Limited. The move signifies a strategic expansion into the mutual fund space, allowing the company to act as a sponsor for an asset management company (AMC) and offer professionally managed investment products to a broader investor base.

With a robust presence in equities, commodities, derivatives, and wealth management, Master Trust plans to leverage its digital-first approach and decades of experience to deliver transparent and research-driven mutual fund schemes. The company aims to launch a diversified portfolio of schemes, including multi-cap equity and multi-asset funds, blending quantitative strategies with a bottom-up investment philosophy.

These mutual fund offerings will focus on long-term value creation, simplicity, and affordability to meet the evolving financial goals of retail and institutional investors. With a growing client base of over 4.2 lakh investors, Master Trust is well-positioned to capture opportunities in India’s ₹70 trillion mutual fund industry, which is entering a new phase of growth.

This step reinforces Master Trust’s investor-first mission and aligns with rising demand for digitally accessible and professionally managed investment products.

Master Trust, a well-established financial services group with over four decades of industry experience, has taken a strategic step toward expanding its investment offerings by applying to SEBI for a mutual fund license. Filed through Master Capital Services Limited—its flagship company—the application will allow Master Trust to sponsor an asset management company (AMC) and launch a range of mutual fund schemes, subject to regulatory approval.

The company intends to offer a broad suite of equity-oriented and multi-asset schemes, combining traditional bottom-up stock-picking with modern quantitative models to maximize risk-adjusted returns. These products will be crafted to address the diverse financial goals of both retail and institutional investors while maintaining the group’s core principles of simplicity, transparency, and long-term value creation.

Master Trust already serves more than 4.2 lakh investors and has built a strong digital and research-backed platform. Its expansion into the mutual fund segment is well-timed, considering the Indian mutual fund industry's rapid growth, with assets under management exceeding ₹70 trillion.

This move not only diversifies the firm’s investment offerings but also reinforces its mission to democratize access to professional wealth management and make investing more accessible to the broader Indian population.