HDFC Securities, a prominent name in India’s financial services sector, has marked its 25th year of operations with a significant announcement that reflects both strategic foresight and a commitment to inclusive growth. Over the years, the company has transformed from one of India’s first traditional stock broking firms into a digital -first investment platform fueled by innovation. Thoughout this journey, HDFC Securities has made strategic investment in technology and customer experience, exemplified by the launch of the InvestRight app and HDFC Sky – a mobile first discount broking platform designed specifically for young digital savvy investors.
On this landmark occasion, the firm unveiled a two-fold initiative—25 transformative investment recommendations for sustainable wealth creation, and the launch of its flagship CSR program, Know Your Money, aimed at democratizing financial literacy across India.
From its beginnings in 2000 as one of India’s early stockbroking firms to its current position as a digital-first investment powerhouse, HDFC Securities has consistently demonstrated agility and innovation. With brokerage income rising from ₹3.5 crore in its founding year to ₹1,260 crore in FY25, and total income reaching ₹3,265 crore, the firm’s growth story is as compelling as its evolving customer-centric strategy. Its active user base has now crossed 6.8 million, backed by a robust technology infrastructure and an expanded relationship management force of over 3,600 professionals.
In a move that reinforces its reputation for insightful market leadership, HDFC Securities has released a detailed report titled 25 Transformative Investment Ideas, spotlighting high-potential opportunities across sectors and market caps. The report is built on a rigorous selection methodology emphasizing balance sheet strength, ethical governance, and long-term sustainability—a framework highly relevant to both institutional and retail investors navigating today’s dynamic markets.
“In this report, which highlights 25 key stocks, we aim to provide a valuable resource for investors seeking to seize long-term growth opportunities that are in line with India’s economic trajectory. This effort also reflects HDFC Securities’ commitment to guiding our clients towards a prosperous financial future,” said Mr. Dhiraj Relli, MD & CEO, HDFC Securities.
In tandem with its strategic investment outlook, the company also introduced Know Your Money, a nationwide CSR initiative designed to address the financial literacy gap in India. This expansive program seeks to impact 25 million individuals, focusing particularly on underserved communities. With financial education modules offered in 10 Indian languages and a scalable digital platform already deployed, the initiative is poised to deliver deep, measurable impact.
“At HDFC Securities, we recognize that financial literacy is the cornerstone of financial empowerment and through our initiative ‘Know Your Money’, we are dedicated to bridging the gap in financial understanding and inclusion,” added Mr. Relli. “We strive to equip individuals with the essential knowledge and tools necessary to make informed financial decisions. This initiative underscores our commitment to fostering a financially resilient India and making a meaningful impact in communities across the country.”
The ‘Know Your Money’ initiative comprises a comprehensive financial literacy program, available both online and offline, covering fundamental topics such as banking, investing, and retirement planning. To effectively implement this initiative, HDFC Securities has forged partnerships with three esteemed organizations viz. Wagons Skill Foundation, empowHER Foundation, and Access Livelihoods Foundation. Wagons Skill Foundation has developed a state-of-the-art app and web-based Learning Management System (LMS) to promote financial literacy on a national scale. empowHER Foundation has been instrumental in on-ground activation in Maharashtra, training over 1,000 teachers across 500 schools. These teachers will impart specially curated financial literacy programs in classrooms across the state. Additionally, Access Livelihoods Foundation is spearheading community-based interventions, aiming to train over 300 ‘Digital Sakhis’ to educate more than 1 million individuals across various states.
Since its launch in January 2025, ‘Know Your Money’ has achieved remarkable milestones. Financial literacy modules are now available in 10 Indian languages, including both Hindi and English. The financial inclusion app has been successfully rolled out, and ground efforts have already reached over 50,000 students in government schools, with plans to expand outreach to 250,000 individuals in the next fiscal year. The initiative aspires to impact on the lives of 25 million people across the country.
As HDFC Securities steps into its next phase, the organization remains focused on creating shared value—leveraging capital markets expertise to fuel individual prosperity, while nurturing financial inclusion as a pillar of sustainable national growth.
