Nippon Life India Asset Management (NAM-INDIA) Investor presentation summary

Business overview and growth

• One of India's largest asset managers with over 30 years of experience and AUM of INR 8.62 trillion as of Q1 FY27, including INR 7.49 trillion in mutual funds and INR 975 billion in managed accounts.

• Extensive reach with 271 locations, 125,200+ distributors, and 40.2 million folios, serving 24.1 million unique investors.

• Q1 FY27 profit after tax reached INR 5.04 billion, up 27% YoY and 31% QoQ.

• Fastest-growing AMC among the top 10, with a 176 bps market share gain over three years, while most peers lost share.

• Retail, HNI, and corporate segments all saw significant market share growth, with HNI share rising 291 bps over three years.

Strategic initiatives and distribution

• Focus on expanding in B-100 markets through a dedicated REMG engine, unlocking rural and emerging market growth.

• Physical presence in 100% of Indian districts, with eight new branches added in the past year to build trust and accessibility.

• Multi-channel distribution strategy includes MFDs, banks, national distributors, private wealth, RIAs, fintech, and direct digital channels.

• Success in banking vertical achieved without reliance on bank-backed distribution, leveraging partnerships with over 100 banks and 74 national distributors.

• Institutional business targets diverse segments, including corporate treasuries, retirement funds, and HNIs, with tailored engagement and product offerings.

Digital transformation and investor engagement

• Digital adoption rate at 47%, higher than the industry average, with a strong presence among Gen Z and Gen M investors.

• Over 78% of new business now powered by digital channels, with 50 million+ digital transactions in five years.

• AI-driven personalization, vernacular content, and influencer-led campaigns target younger and more diverse investor cohorts.

• Social media initiatives like Investbae and influencer collaborations drive engagement with Gen Z and women investors.

• Digital ecosystem includes mobile-first platforms, WhatsApp integration, and voice-enabled experiences for seamless investor journeys.