Zomint raises Rs 36 crore in seed funding to scale AI-driven wealth management

Indian wealth management startup Zomint has raised Rs 36 crore ($3.75 million) in a seed funding round led by Lightspeed and Prime Venture Partners. The startup, founded in September 2025, uses AI tools and personal wealth experts to manage investments for working professionals and families, achieving 97% client retention since launch.

Tarun Mottlia

Editor, Lazyfounder

Published Oct 7, 20264 min read

Zomint raises Rs 36 crore in seed funding to scale AI-driven wealth management — Image: Entrackr via source

30 SEC SUMMARY

Wealth management startup Zomint raised Rs 36 crore ($3.75 million) in a seed round led by Lightspeed and Prime Venture Partners.
Founded in September 2025 by Aman Mittal and Shavir Bansal, Zomint targets working professionals and families with a minimum investment of Rs 25,000/month or Rs 5 lakh lump sum.
The startup uses AI tools and personal wealth experts to manage investments and has retained 97% of its clients since launch.
Customer acquisition was driven entirely through organic content via Bekifaayati, a financial content platform with over 50 lakh subscribers.

Seed funding led by Lightspeed and Prime Venture Partners
Founders and business model
Client retention and growth strategy
What this means
Key takeaways
FAQ
Sources

KEY HIGHLIGHTS

Zomint raised Rs 36 crore ($3.75 million) in a seed round led by Lightspeed and Prime Venture Partners.
The startup offers wealth management services to working professionals and families with investments starting at Rs 25,000/month or Rs 5 lakh lump sum.
Zomint uses AI tools and personal wealth experts to manage client portfolios, achieving 97% client retention.
Customer acquisition was entirely organic, driven by Bekifaayati, a financial content platform with over 50 lakh subscribers.

Seed funding led by Lightspeed and Prime Venture Partners

Wealth management startup Zomint has raised Rs 36 crore ($3.75 million) in a seed funding round, according to Entrackr. The round was led by Lightspeed and Prime Venture Partners, two prominent venture capital firms.

The funds will be used to expand Zomint’s wealth and investment teams, strengthen its technology platform, and build its investor education ecosystem. The startup aims to leverage this capital to scale its operations and enhance its service offerings for clients.

Founders and business model

Zomint was founded in September 2025 by Aman Mittal and Shavir Bansal. The startup targets working professionals and families, offering wealth management services with flexible investment options. Clients can start with a monthly systematic investment plan (SIP) of Rs 25,000 or a lump sum investment of Rs 5 lakh.

Each client is assigned a personal wealth expert who tracks investments and financial goals. These experts are supported by investment research and AI-enabled tools, allowing Zomint to provide a hybrid model of human expertise and automation.

Client retention and growth strategy

Zomint has retained 97% of its clients since its launch, a figure it attributes to its personalized approach and the use of AI tools to manage portfolios. Despite market volatility, the startup has maintained strong client engagement, with nearly one in three clients making additional investments within three months of onboarding.

The startup’s relationship managers currently serve over 250 families each, supported by investment specialists and AI-driven tools. This scalable model allows Zomint to manage a growing client base without proportionally increasing its workforce.

Customer acquisition has been entirely organic, driven by Bekifaayati, a financial content platform founded by the same team. Bekifaayati has over 50 lakh subscribers, providing Zomint with a ready audience for its wealth management services.

What this means

Lazyfounder analysis — our interpretation, not reported fact.

Zomint’s seed round reflects growing investor confidence in wealth management platforms that combine human expertise with AI-driven tools. For founders, the startup’s high client retention and organic growth—fueled by its founders’ existing content platform—highlight the value of leveraging audience trust to scale a fintech business. The focus on working professionals and families also signals a shift toward niche wealth management services, away from traditional high-net-worth-focused models. However, sustaining this momentum will depend on how well Zomint balances automation with personalized service as it scales.

Key takeaways

Zomint raised Rs 36 crore ($3.75 million) in a seed round from Lightspeed and Prime Venture Partners.
The startup was founded in September 2025 and targets working professionals and families with flexible investment options.
Zomint uses AI tools and personal wealth experts to manage client portfolios, achieving 97% client retention.
Customer growth was driven organically through Bekifaayati, a financial content platform with over 50 lakh subscribers.

FAQ

What is Zomint?

Zomint is an Indian wealth management startup that offers investment services to working professionals and families. It uses AI tools and personal wealth experts to manage client portfolios.

Who led Zomint’s seed funding round?

Zomint’s seed funding round was led by Lightspeed and Prime Venture Partners, two venture capital firms.

How does Zomint acquire its customers?

Zomint acquires customers organically through Bekifaayati, a financial content platform with over 50 lakh subscribers, founded by the same team behind Zomint.

What is the minimum investment for Zomint’s services?

Clients can start with a monthly investment of Rs 25,000 or a lump sum investment of Rs 5 lakh.

What is Zomint’s client retention rate?

Zomint has retained 97% of its clients since its launch, despite market volatility.

Related on Lazyfounder

Sources

Entrackr · 2026-10-07
Zomint raises Rs 36 Cr seed round from Lightspeed and Prime Venture Partners

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