Wealthtech Startup Zomint Raises Rs 36 Cr From Lightspeed And Prime Venture Partners

Zomint, a Bengaluru wealthtech startup that pairs customers with dedicated wealth experts, has raised Rs 36 crore in its first funding round. Lightspeed and Prime Venture Partners both invested in the seed round, which works out to about USD 3.7 million.

The company will spend the money on its technology and investment capabilities, and on expanding its team of wealth and investment experts. Part of it will fund content-led distribution in new formats and regional languages.

Wealth advice for people who are not HNIs

Most wealth managers chase high-net-worth clients. Zomint is aiming a step below that. It targets working professionals and families who are building long-term wealth and want advice they can act on.

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The entry point is deliberately low. A customer can begin with a monthly SIP of Rs 25,000 or a lump sum of Rs 5 lakh. Both are well below the thresholds that private banking desks usually apply.

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Once on board, each customer gets a dashboard to track investments. A relationship manager reviews the portfolio and suggests changes based on the customer’s goals and fund performance. The platform ties portfolio data, financial goals, past conversations and research together. That lets the team flag problems and track what was agreed.

Who is behind it

Zomint was founded in 2025 by Aman Mittal and Shavir Bansal. Mittal, the chief executive, has held product leadership roles at Flipkart and Pine Labs. Bansal, who is the chief operating officer, also founded Bekifaayati, a personal finance content platform with more than 50 lakh subscribers.

That second business matters for distribution. Zomint says it has built its entire customer base organically through Bekifaayati’s presence on YouTube and Instagram, without spending on paid acquisition.

Traction and the kind of products it offers

Zomint operates as an AMFI-registered mutual fund distributor. Its listed offerings cover equity, debt, hybrid, gold and silver, along with global funds, including those routed through GIFT City. The company says it plans to widen its services beyond domestic mutual funds.

On retention, it claims 97 per cent of clients have stayed since launch. It also says nearly one in three clients made additional investments through the platform within three months of their first engagement. Each relationship manager currently handles more than 250 families, supported by investment specialists and AI tools.

The round comes as investors show growing interest in wealth management and portfolio tracking startups. That group includes Centricity, Novelty Wealth, Tijori and StockGro.