Shriram Group strengthens capital markets business with Shriram Financial Services – India Education | Latest Education News | Global Educational News

• Appoints Amit Golia as Managing Director & CEO; to build Assisted DIY investment platform for retail and HNI investors

Mumbai, 21 October 2026: The Shriram Group is strengthening its capital markets business with the rebranding of Way2Wealth, acquired by the Group in 2020, as Shriram Financial Services Pvt. Ltd. (Shriram FS). The move brings the broking business under the trusted Shriram brand and marks the next phase of the Group’s capital markets strategy. The rebranding process is currently underway.

As part of this next phase, Amit Golia has been appointed as Managing Director & Chief Executive Officer of Shriram FS. Amit has been part of the capital markets industry for the last 26 years and was previously associated with Motilal Oswal, Axis Securities and SBI Securities.

Shriram FS will focus on India’s emerging value-discerning investor segment through an Assisted DIY (Do-It-Yourself) investing platform. Designed for investors who want the flexibility of managing their own investments without foregoing expert support, the model aims to bridge the gap between self-directed investing platforms and traditional advisory-led services.

The company will offer a comprehensive suite of investment, trading and wealth management solutions for retail and HNI clients. Its offerings will include equities, derivatives, commodities, Margin Trading Facility (MTF), mutual funds(MF), Initial Public offer (IPOs), portfolio management services (PMS), Research Analyst (RA) ,National Pension Scheme (NPS), Depository Participants (Demat), fixed income products (FDs), Loan Against Mutual Funds (LAMF), Loan Against Securities (LAS), and other investment solutions.

The development comes at a time when India’s retail participation in capital markets continues to witness strong momentum, driven by rising financial awareness, increasing digital adoption and a new generation of investors looking for the right balance between technology and expert guidance. Through Shriram FS, the Group aims to strengthen its presence in the capital markets while leveraging the trust and credibility associated with the Shriram brand.

Sanlam Group, a South African insurance and capital markets leader and a long-term partner of the Shriram Group, will help guide the business with its global expertise. The partnership will combine Shriram Group’s deep understanding of Indian customers and distribution strengths with Sanlam’s global experience in financial services and wealth management, supporting the long-term development of the business.

The move further strengthens the Shriram Group’s capital markets presence, enhancing its ability to support customers across the wealth creation spectrum while complementing its established lending, insurance, asset management, and broking businesses.

Commenting on the development, Subhasri Sriram, Managing Director & CEO, Shriram Capital Ltd., said: “India’s capital markets are entering a new era of growth, and investors are looking for partners they can trust as they navigate an increasingly complex investment landscape. Shriram FS completes the Shriram Group’s capital markets proposition, enabling us to participate more meaningfully in our customers’ wealth creation journey. By combining the strength of the Shriram brand, the reach of our distribution network and Sanlam’s global expertise, we are creating a platform that blends technology, advice and trust to serve the next generation of Indian and Global investors.

On the appointment of Amit Golia, she added “Amit brings with him deep experience in financial services, capital markets and business transformation. His strong understanding of customer needs, digital platforms and distribution makes him well suited to lead Shriram FS into its next phase of growth. We are confident that under his leadership the company will build a differentiated, advice-led investment business.”

Amit Golia, Managing Director & CEO, Shriram Financial Services Pvt. Ltd., said “I am honoured to lead Shriram FS at such an exciting stage of its evolution. With the strength of the Shriram brand, the strategic support of Sanlam and a highly committed team, we have a unique opportunity to build one of India’s most trusted investment and wealth platforms. Our focus will be on creating simple, transparent and technology-driven investment experiences while strengthening our distribution capabilities and delivering long-term value to customers, partners and shareholders. We will build one of India’s most trusted investment and wealth platforms for value-conscious investor.”