Intelligent Automation for India's MF & Wealth Ecosystem

We help AMCs, distributors, and wealth platforms automate operations, unify data, and build future-ready intelligence layers – without disrupting existing systems.

World Class Automation Solutions

Bringing EPM Automate's proven compliant AI-powered automation excellence to India's dynamic financial services sector

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India's Mutual Fund Ecosystem at a Glance

₹82L+

Crore AUM
India MF Industry

49

Asset Management
Companies

10.2

Crore SIP
Accounts

34%

YoY Growth
FY 2024

What We Do

Comprehensive solutions designed specifically for India's dynamic MF and wealth management landscape

Consulting

Market-entry & operating model advisory for MF & wealth businesses. AI-based automation readiness assessment. Data & system architecture design with intelligent frameworks. Regulatory-aware process re-engineering.

Products

Intelligent automation and AI-driven analytics components. Designed for India's MF, RTA, and distributor ecosystem. Deployed alongside existing vendors with smart integration capabilities.

Ready-to-Use Solutions

AI-enhanced MF data consolidation & reconciliation. Intelligent distributor performance analytics. Automated compliance monitoring & audit automation. Smart MIS and regulatory reporting accelerators.

Custom Development

India-specific intelligent workflows. AI-powered integration with RTAs, custodians, banks, and legacy ERPs. Bespoke analytics with machine learning capabilities and advanced automation layers.

Flagship Offering

EPM Wealth Intelligence Layer (WIL)

A unified automation and AI-driven decision platform that sits across MF operations, distribution, compliance, and data – turning fragmented systems into one intelligent control plane with predictive analytics and regulatory compliance built-in.

Compliant AI-Powered Intelligence

Why India Needs This Now

Distribution Evolution

Distribution models are changing faster than systems

Regulatory Complexity

Compliance complexity is compounding

Data Intelligence

Data is becoming a competitive asset

Global Standards

Global capital demands institutional-grade controls

Research Excellence

Global insights on automation & capital markets

McKinsey Global Institute

Automation's impact on workforce and productivity across global financial services.

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NSE-NYU Initiative

Capital markets research on algorithmic trading and fintech innovations.

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World Economic Forum

Future of financial services and digital transformation trends.

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BCG Digital Finance

Global benchmarks for financial technology adoption and automation.

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Deloitte FinTech

Automation strategies for wealth management and asset management globally.

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How We Engage