Anish Mehta has joined SBI Funds Management as Chief Business Officer, bringing over three decades of experience spanning sales, business development, marketing, digital transformation, strategic partnerships and customer experience.
Mehta’s appointment marks another important chapter in a career closely linked to the growth of India’s mutual fund industry.
He began his career with Kotak Mutual Fund in 1999, when the fund house managed around ₹260 crore. Over the years, he took on several leadership roles across sales before eventually serving as Joint President and Head of Sales, Marketing and Digital Business at the Kotak Mahindra Group.
Between his stints at Kotak, Mehta also led sales at AIG Capital Investments India. He later became President and CEO of Kotak Mahindra Inc. in the United States, where he worked with institutional investors, family offices and ultra-high-net-worth individuals looking at investment opportunities in India.
By the time Mehta concluded his long association with Kotak in 2025, the asset manager had grown to approximately ₹5.5 lakh crore in assets, compared with around ₹260 crore when he first joined.
At SBI Funds Management, Mehta will focus on areas including business development, distribution, customer acquisition, digital access and customer experience.
His new role comes as India’s investment ecosystem continues to expand and mutual funds reach a broader base of investors. With his experience across distribution, digital business and customer engagement, Mehta will be focused on strengthening access to investment solutions and supporting the company’s business growth.
Mehta holds a Bachelor of Commerce degree and a Master in Management Studies in Finance.
His career reflects the evolution of India’s asset management industry over the past three decades, from a relatively small investment segment to an increasingly mainstream avenue for wealth creation.
