Industries We Serve

Deep domain expertise across financial services, enterprise operations, and talent-based businesses.

Industry Expertise

Specialized Solutions for Focused Outcomes

We deliver deep, domain-specific technology solutions tailored to the unique challenges and workflows of each industry we serve. Our expertise spans financial services, enterprise operations, and talent-based businesses.

Portfolio Management Dashboard Live
Total AUM
₹2,847 Cr
12.4%
Active Clients
1,284
8.1%
Avg. Returns
18.6%
2.3%
Portfolio Performance (12M)
Portfolio Benchmark
Asset Allocation
Equity
62%
Debt
24%
Cash
14%
SEBI Compliant KYC Verified 3 Alerts
Financial Services • PMS & AIF Technology Partner

Investment Management

The investment management industry is at an inflection point. PMS and AIF firms are navigating an increasingly complex regulatory landscape while contending with rising investor expectations and fragmented operations. Tech Magify brings deep domain expertise and Zoho-powered digital ecosystems that connect every stage of the investment lifecycle.

We deliver integrated solutions covering sales pipeline management, digital investor onboarding (KYC, VIPV, e-Sign), SEBI compliance automation, portfolio operations, and AI-driven analytics — all within a single, auditable platform.

End-to-End PMS Solutions
CRM-Driven Sales Pipeline Management
Digital Onboarding (KYC, AML, VIPV)
SEBI Compliance Automation
Portfolio Tracking & NAV Computation
Investor Servicing & Self-Service Portal
AI-Driven Analytics & Predictions
Distributor & IFA Network Management
Regulatory Reporting & Audit Trail
Integration Ecosystem
KRA Verification AML Screening NSDL / CDSL DigiLocker Zoho CRM Zoho Sign Payment Gateways
Explore Full Solutions Discuss Requirements
Zoho ERP — Business Overview Connected
CRM
486 Leads
Inventory
2,341 SKUs
Finance
₹42L Revenue
HR & Payroll
128 Employees
Books CRM Projects People Analytics
99.8% Uptime
12 Automations
8 Integrations
Enterprise Resource Planning

Zoho ERP

Transform your business operations with Zoho ERP, a powerful and affordable enterprise resource planning solution. We implement, customize, and optimize the entire Zoho ecosystem to unify your finance, inventory, procurement, HR, and operations into a single integrated platform.

As a certified Zoho partner, we bring deep expertise in configuring Zoho's suite of applications to match your exact business processes. Whether you are migrating from legacy systems or implementing ERP for the first time, we ensure a smooth transition with minimal disruption.

Zoho ERP Modules We Implement
Zoho Books (Finance & Accounting)
Zoho Inventory (Stock Management)
Zoho CRM (Sales & Leads)
Zoho People (HR Management)
Zoho Expense (Expense Tracking)
Zoho Creator (Custom Apps)
Zoho Analytics (BI & Reporting)
Zoho Desk (Customer Support)
Our ERP Services Include
Business Process Mapping
Data Migration & Cleanup
Custom Workflow Automation
Third-Party Integrations
User Training & Documentation
Ongoing Support & Optimization
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Propeoll — Project Profitability Q4 2024
Billable Hours
4,821
9.2%
Utilisation
87%
4%
Profit Margin
28.4%
3.1%
Project Profitability by Team
Alpha Squad
₹8.2L
Dev Team B
₹6.7L
Consulting
₹9.1L
Support
₹4.4L
48 Billable
6 Bench
₹24.4L Revenue
Project Profitability & Talent Mapping

Propeoll

Propeoll is our proprietary solution built specifically for talent-based businesses such as IT services, consulting firms, staffing agencies, and professional services companies. It brings together the power of Zoho Projects, Zoho People, and Zoho Payroll into a unified platform that gives you complete visibility into project profitability and resource mapping.

For businesses where people are the primary asset, understanding the true cost and profitability of each project and resource is critical. Propeoll bridges the gap between project delivery, human resources, and payroll to provide actionable insights that drive better business decisions.

What Propeoll Delivers
Real-Time Project Profitability Analysis
Resource-to-Project Mapping
Talent Cost Allocation
Payroll-Linked Profitability
Utilization Rate Tracking
Bench Analysis & Forecasting
Timesheet & Effort Tracking
Revenue & Cost Dashboards
Powered by Zoho Ecosystem
Zoho Projects

Project planning, task management, timesheets, and milestone tracking.

Zoho People

Employee database, attendance, leave management, and performance tracking.

Zoho Payroll

Salary processing, tax calculations, compliance, and cost-per-employee data.

Ideal For
IT Services & Consulting
Staffing & Recruitment
Professional Services Firms
Digital Agencies
Engineering & Design Firms
Any Talent-Based Business
Explore Propeoll

Solutions for Your Industry

We craft tailored technology solutions that address the unique challenges of your sector.

24+Years
1100+Projects
50+Experts