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Compliance Technology Financial Services PMS PMS & Compliance

How SEBI-Registered PMS Firms in India Can Automate Operations with Zoho in 2026

July 2, 2026 admin

Discover how SEBI-registered PMS firms in India are using Zoho to automate investor onboarding, compliance reporting, and distributor management in 2026. Tech Magify, Zoho Advanced Partner.

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AIF & Fund Management Compliance Technology Financial Services

How Alternative Investment Funds (AIFs) in India Can Automate Compliance and Operations in 2026

June 29, 2026 admin

SEBI-registered AIFs face a growing compliance burden. Discover how automating investor onboarding, regulatory reporting, portfolio tracking, and capital calls can reduce operational risk and support fund growth in 2026.

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AIF AIF & Fund Management Compliance Technology Financial Services PMS PMS & Compliance

How PMS and AIF Managers in India Can Automate SEBI Compliance with Zoho

June 20, 2026 admin

Running a SEBI-registered Portfolio Management Service or Alternative Investment Fund in India is not merely a feat of investment acumen. It is an ongoing exercise

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AIF Digital Transformation Financial Services PMS Zoho Implementation

How Indian PMS and AIF Firms Can Use Zoho CRM to Grow AUM and Manage Investor Relationships

June 7, 2026 admin

Discover how Indian PMS and AIF firms can use Zoho CRM to manage investor relationships, automate follow-ups, and grow AUM. Powered by Tech Magify.

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AI & Automation Digital Transformation Financial Services Zoho Implementation

How AI and Automation Are Transforming Client Servicing in Indian Wealth Management Firms

June 6, 2026 admin

Indian PMS, AIF, and wealth management firms face growing pressure to serve more clients without proportional headcount growth. AI and automation through Zoho offer a practical path forward. Here is how.

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Compliance Technology Custom App Development Financial Services

How Custom Zoho Applications Help Indian PMS and AIF Firms Meet Unique Regulatory Reporting Requirements

May 31, 2026 admin

SEBI compliance reporting demands more than off-the-shelf software. Discover how custom Zoho applications built by Tech Magify help Indian PMS and AIF firms automate regulatory workflows.

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AI & Automation Digital Transformation Financial Services

How AI-Powered Back-Office Automation Is Transforming Indian Wealth Management in 2026

May 30, 2026 admin

Discover how AI-powered automation is eliminating manual reconciliation, SEBI reporting delays, and operational bottlenecks at Indian PMS, AIF, and AMC firms in 2026.

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Digital Transformation Financial Services Zoho Implementation

How Indian AMCs Are Using Zoho to Automate Fund Operations in 2026

May 27, 2026 admin

SEBI-registered AMCs in India are automating NAV reconciliation, investor reporting, and compliance workflows with Zoho. A practical guide to fund operations digitisation from Tech Magify, India’s leading Zoho Advanced Implementation Partner for financial services.

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Compliance Technology Financial Services

How AIF Fund Managers Are Using Technology to Meet SEBI’s Compliance Demands

March 26, 2026April 8, 2026 admin

SEBI’s AIF framework is getting more demanding, not less. Technology is the only scalable answer β€” here is what a modern AIF compliance infrastructure looks like.

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Financial Services Zoho Implementation

How PMS Firms Are Moving Beyond Spreadsheets: A Guide to Back-Office Digitisation

March 26, 2026March 28, 2026 admin

Most Portfolio Management Service firms hit an operational wall as they scale. Here is how structured digitisation fixes it β€” and what it looks like in practice.

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