About us

Who we are & what we do

Fidelity International offers world class investment solutions and retirement expertise. We are a privately owned, independent company, with the commitment and resources to provide the investment expertise, technology and service innovation needed to help our clients achieve their financial goals. 

We invest USD $279 billion globally on behalf of clients in Asia-Pacific, Europe, the Middle East, and South America. Our clients range from pension funds, central banks, sovereign wealth funds, large corporates, financial institutions, insurers and wealth managers, to private individuals. 

In addition to asset management, we offer investment administration and guidance for employer benefit schemes, advisers and individuals in several countries. We are responsible for USD $83 billion in assets under administration.

Our history

Established in 1969 as the international arm of Fidelity Investments, founded in Boston in 1946, Fidelity International became independent of the US organisation in 1980, and is today owned mainly by management and members of the original founding family.

Find out more about our history

Our Investment approach

What is investment management

Building on active, bottom-up research, we create the competitive advantage that is able to deliver superior returns for our clients. Because markets are only semi-efficient, we act on intelligent insight:

  • We have one of the largest global research capabilities with over 400 investment professionals and research staff around the world.
  • We are committed to proprietary insights: Our portfolio managers have access to in-house research, unavailable to others, on 90% of our fund holdings.
  • Our analysts carry out their research on the ground – visiting the shop floor, speaking to customers, competitors, suppliers, and independent experts to form conviction.
  • Over the course of a year, our portfolio managers and analysts attend more than 17,000 company meetings – or one every 10 minutes on average.
  • Our analysts work together across asset classes, e.g. combining insights from equity and credit research, to form a 360° view on the health and prospects of companies.
  • Our industry-leading technology platform gives our investment professionals mobile access to aggregated modelling and forecasting tools, risk management, reporting, and allows them to place trades anytime from anywhere.

This is how we find growth opportunities or income streams that have not been priced in by the market – allowing us to consistently add value for our clients.

Fidelity in India

We opened our first India office in 2001 in Gurgaon, Haryana and have seen significant growth since then. We started out with 20 employees as a systems development organisation but we soon extended our reach beyond technology and established the customer services service for UK customers in 2003. And now, with over 2200 employees, we have established essential capabilities including Investment Research, Product, Planning and Analytics, each of which play a crucial role in helping our senior stakeholders in their decision-making.

In 2015 we opened our second office in India, in the Noida special economic zone, to further expand on our success in the country.

Our businesses

In India we work on a wide variety of areas with varying degrees of intensity. Below you can see how our focus is split between the Core, Niche and Support areas of business. Find out more about these under Professionals.

  • Technology
  • Platform Services
    • Banking, Reconciliations and Controls
    • Client Services
    • Institutional Operations
    • Platform Services Change
    • Retail Operations
    • Finance
  • Investment Management Research
  • Investment Management Product
  • Planning and Analytics
  • Corporate Services
  • Corporate Security
  • Human Resources
  • Internal Communication & Employee Engagement
  • Legal Risk & Compliance 

How we run our business

We train many of our fund managers through our rigorous Portfolio Manager Academy programme. New portfolio managers initially manage pilot funds to test their ideas with our own money first. To our clients we offer tried and tested funds as a matter of principle. 

Our portfolio managers are compensated on their long-term performance so that client and manager time horizons and interests are aligned. The same is true for our management, whose shareholdings are for the duration of their careers with the company.

It’s an approach that works: More than 200 awards across Europe and Asia in 2016 alone recognise the consistent strong achievements of our investment and client service teams.


Our awards

We're pleased to have been awarded the No. 1 Dream Financial Services Company to Work For by the Times of India Ascent.

Morningstar Awards: ‘Best Multi-Asset Fund House’

31x winner since 2008

Thomson Reuters Lipper Fund Awards 2016:

109 awards in 12 countries

Winner Top 25 Medium-Sized Undergraduate Schemes

Rate My Placement 2014/2015

Top Companies Banking & Finance

The Job Crowd 2014/2015

All data as at 31 December 2016.



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