Sales leakage from untracked leads. Onboarding delays that lose HNI prospects before they sign. Compliance rework that eats into your ops team's month. Add it together across a mid-sized PMS firm and you arrive at approximately ₹25–30 lakhs per year in avoidable overhead — before a single regulatory penalty is counted.
As a PMS AIF technology partner India trusts, Tech Magify's portfolio management system is built on the Zoho ecosystem and configured specifically for SEBI-registered fund managers. It removes the operational drag that prevents you from scaling AUM.
Get a Free Consultationof AUM
with real-time visibility from day one of go-live
reduction
in onboarding timeframes for HNI and NRI clients
increase
in lead-to-mandate conversion with structured pipeline management
compliance risks
mitigated when manual processes are replaced with governed workflows
Not a feature list. Four fundamental shifts in how your PMS firm runs — from the first lead interaction to the CEO's morning view of the business.
Every lead tracked. Every RM accountable. Every deal visible from the first conversation to a signed mandate. No leads go cold. No pipeline is a guess.
Digital onboarding for PMS — same-day capable. KYC, KRA, AML, PEP, FATCA/CRS, bank validation, and e-sign in one flow with audit trails always ready.
Every query logged, assigned, and resolved with SLA discipline. No inbox black holes. No chasing. Redemptions, change requests, and grievances handled through governed workflows.
SEBI PMS compliance software built into every workflow — not bolted on. A live CEO dashboard so you are never caught off guard by an audit or a board question.
HNI and NRI leads arrive through RM introductions, distributor referrals, events, and digital channels simultaneously. Our Zoho CRM for fund managers captures and classifies every source — investment profile, ticket size, strategy preference — so every RM conversation starts informed and every lead is tracked from first contact to AUM funded. Risk profiling and suitability assessment move from a manual judgment call to a documented, SEBI-compliant workflow. This is portfolio management software for fund managers built around how you actually acquire clients.
Leads captured from website, events, social media, distributor introductions, and RM referrals — each source tracked, each lead classified by investment profile and client type for targeted follow-up.
Every lead assigned with clear ownership and follow-up cadences. RM dashboards show pipeline value, activity rates, and conversion performance — giving management the visibility to coach and intervene before opportunities are lost.
Distributor mis-selling and commission disputes both trace back to governance managed informally — agreements in email threads, commission structures in someone's memory. We digitise the full distributor lifecycle: AMFI verification, e-stamped agreements, commission configuration per strategy, and a live AUM-per-distributor dashboard. When SEBI asks about your due diligence process, the documentation is retrievable instantly.
Automatic generation of distributor agreements with e-stamp and e-sign. No manual drafting. No unsigned agreements sitting in email.
Live view of AUM contribution, inflows, outflows, and trail commission for every distributor in your network — with trend analysis and performance alerts.
Automated AMFI registration verification at empanelment. Only compliant distributors enter your network — and the record proves it.
Commission rates configured per distributor, per strategy, with a full change history. Disputes resolved with documented facts, not competing recollections.
A client with ₹50 lakhs invested expects every interaction to feel managed. We implement a structured servicing layer using Zoho Desk — configured for PMS-specific request types: redemptions, SWP instructions, strategy changes, mandate updates, and grievances. Each enters a tracked workflow with SLA monitoring and investor notification. Statements and compliance reports go out automatically on the SEBI-mandated schedule, reducing inbound queries as AUM grows.
of compliance risks mitigated
when servicing and operations are fully digitised
client retention
supported by integrated servicing and communication systems
productivity increase
across support and operations teams after digitisation
Client-initiated requests captured, tracked, and processed through a structured workflow with SLA timers and investor status updates.
Bank account, nominee, strategy, risk profile — every change handled through a governed process with documented approval and a complete audit record.
Monthly and quarterly reports, market insights, and performance updates sent to segmented client groups on the schedule SEBI requires and investors expect.
Most fund managers know their portfolio performance. Fewer have real-time visibility into the business running behind it. Our investor portfolio tracking software and NAV calculation automation give your leadership team a live view of AUM trajectory, inflows, compliance status, and distributor performance — the gap where surprises used to come from.
AUM, inflows, revenue, compliance status, and distributor performance — all on one screen, updated live. The morning briefing your leadership needs without the manual preparation.
The AI layer monitors redemption frequency, query volume, and portfolio underperformance to flag at-risk clients before they submit a redemption request.
ML models project AUM trajectory by strategy, distributor, and investor segment — so your team sees where growth is building and where it is at risk, before month-end.
Management fees, trail commissions, and performance fee projections calculated from live AUM data — so your finance team never waits for month-end to understand revenue.
AI extracts data from KYC documents, agreements, and bank statements automatically — reducing manual data entry during onboarding to near zero.
Concentration limit breaches, suitability gaps, and SEBI filing deadlines are flagged in real time — not discovered at audit time.
Our AIF software platform connects your Zoho environment with the regulatory bodies, verification agencies, and communication channels that a SEBI-registered firm depends on daily. See our full investment management solutions to understand the broader technology ecosystem.
Real-time KYC status checks via KRA prevent duplicate entries and ensure your investor database reflects current verification status without manual re-verification.
Automated screening against sanctions and PEP databases with risk scoring at onboarding and on an ongoing basis. Every result documented for audit purposes.
Bank account ownership confirmed through Penny Drop before any disbursement or mandate activation. A control that prevents fraud and reduces failed transactions to near zero.
Secure identity verification through video-based in-person verification for NRI clients and others who cannot complete physical KYC — without slowing down the onboarding process.
Also integrates with:
SEBI Reporting DigiLocker Zoho CRM Zoho Books Zoho Sign Email · SMS · WhatsAppTech Magify's portfolio management technology is trusted by fund houses across India's asset management landscape — from independent PMS managers to multi-strategy AIF platforms and wealth management firms.
Talk to a PMS technology specialist. A free 30-minute consultation gives you a clear picture of what a connected, SEBI-compliant portfolio management system looks like for your fund structure — at no cost and no obligation.