Helios Mutual Fund is expanding its presence in Kerala as part of its strategy to strengthen its foothold in high-potential investor markets across India.
Deviprasad Nair, Head of Business for Mutual Fund, AIF, and PMS, noted that Kerala has already shown significant early traction for the company, with Kochi ranking among the top 15 non-metro contributors to the Helios Small Cap Fund New Fund Offer (NFO). To enhance investor access and engagement in the state, Helios has also partnered with over 40 local Independent Financial Advisors (IFAs).
“In a relatively short span, our mutual fund business has surpassed ₹10,000 crore in Assets Under Management (AUM). Kerala represents a compelling next phase of this growth journey. With its informed investor base and strong wealth corridor, we anticipate the state becoming a meaningful contributor to our long-term AUM expansion,” Nair stated.
The company’s approach in Kerala will prioritize a digital-first strategy, supplemented by a targeted on-ground presence through offices in Kochi, Thiruvananthapuram, and Kozhikode.
Looking ahead, the firm aims to increase its AUM to ₹14,000 crore and expand its reach to 50 cities by the end of the fiscal year.
In addition to its Flexi Cap Fund, Helios has developed a diverse portfolio that includes equity offerings such as Large & Midcap, Midcap, and Small Cap Funds, as well as sector-specific strategies like the Financial Services Fund.
This article was published on May 7, 2026.
