Zomint raises $3.74M seed to build AI-backed wealth management in India

What's the deal? Wealth management startup ZomintDealroom has a profile for this one. Try Dealroom → has raised US$4.89M in a seed round from Lightspeed and Prime Venture PartnersDealroom has a profile for this one. Try Dealroom →. Founded in September 2025 by Aman Mittal and Shavir Bansal, it offers wealth management to working professionals and families.

How it works: Investors can start with a monthly SIP of US$339.5 or a lump sum of US$6.79K. Each family gets a personal wealth expert, backed by research and AI tools that pull together portfolio data, past conversations, and flag areas needing attention.

What's the money for? Zomint will expand its wealth and investment teams, strengthen its technology platform, and build an investor education ecosystem.

By the numbers: The company claims it has retained 97% of clients since launch, despite market volatility. Nearly one in three clients made additional investments within three months of signing on, and its relationship managers each serve more than 250 families.

Why now? Zomint says it acquired customers entirely through organic content via the founders' financial platform BekifaayatiDealroom has a profile for this one. Try Dealroom →, which has more than five million subscribers.

The signal: The round sits in the upper tier of seed deals by size, underlining investor appetite for tech-led wealth management aimed at India's growing base of professional investors.

Read more: entrackr.com

Image credit: Zomint