CIO Insider

CIOInsider India Magazine

Separator

PhonePe Invest Sees 50% Growth in New Customers Post Rebranding

CIO Insider Team | Monday, 2 November, 2026
Separator

PhonePe Invest, the investment and trading platform of PhonePe, experienced significant customer growth in October 2026, with a 80 percent increase in platform registrations and a 50 percent rise in new customer additions.

The expansion results from the platform's development from Share. Market to PhonePe will invest in October 2026, along with the launch of new tools and features designed to equip investors with in-depth, practical insights about their portfolios.

A significant enhancement to the platform is the Portfolio Optimiser, a comprehensive portfolio intelligence tool that integrates three functions - - Build, Review and Optimise into a single experience. The tool meets three essential requirements of retail investors. Build streamlines the investment process for novices by leading them in portfolio creation.

Review provides in-depth portfolio analytics and research-driven insights to investors, enabling them to evaluate the performance of their investments not just on PhonePe Invest but across all demat accounts in a single location.

Through features like Portfolio Optimiser, we seek to make research-supported portfolio insights and tools available to every Indian

Users of PhonePe Invest can effortlessly transfer holdings from any demat accounts and access their combined portfolio in a single location. This offers a comprehensive perspective on portfolio health, asset distribution, and sector exposure, along with insights to pinpoint undervalued assets and concentration risks without any expense.

Streamline - perform a single click action to enhance the portfolio by exchanging under-valued stocks for higher-rated ones.

Commenting on the progress, Vijay Ajmera, Head of Business at PhonePe Invest stated, "We are pleased with the feedback on PhonePe Invest's growth and the initial engagement we are experiencing from our customers." The increase in new customer acquisitions strengthens our conviction that we can create a more holistic investing experience that extends past merely facilitating transactions.

Also Read: Cybersecurity Threats Organizations Can't Ignore in the Digital Age

He also stated, "We think the next stage of investing involves assisting individuals in comprehending, assessing, and managing their investments more effectively." Through features like Portfolio Optimiser, we seek to make research-supported portfolio insights and tools available to every Indian.



Current Issue
Cleantech In India: A Growth Story



🍪 Do you like Cookies?

We use cookies to ensure you get the best experience on our website. Read more...