Mumbai, 400051,
India
TrustPlutus Wealth India Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by TrustPlutus Wealth India and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 90 TrustPlutus Wealth India employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that TrustPlutus Wealth India has purchased the following applications: Microsoft 365 for Collaboration in 2019, Leadzen Lead Generation for Lead Generation in 2023, Adobe ColdFusion for Apps Development in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems TrustPlutus Wealth India is running and its propensity to invest more and deepen its relationship with Microsoft , Zoho Corp. , Leadzen.ai or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing TrustPlutus Wealth India revenues, which have grown to $9.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for TrustPlutus Wealth India intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
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Collaboration | Collaboration |
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2024 | 2024 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Leadzen.ai | Legacy | Leadzen Lead Generation | Lead Generation | CRM | n/a | 2023 | 2023 |
In 2023 TrustPlutus Wealth India implemented Leadzen Lead Generation to support client outreach for wealth management client acquisition, deploying the application to marketing and sales functions across India. The deployment emphasized the Lead Generation category capability to source prospects and scale outbound client outreach for wealth advisory services.
Configuration centered on Leadzen Lead Generation modules inferred from the vendor case listing, including prospect discovery and contact enrichment, automated email outreach and campaign sequencing, lead qualification or scoring workflows, and campaign analytics for performance monitoring. Automation of list building and templated outreach sequences was used to standardize campaign execution for advisor-led sales motions.
Operational scope covered marketing and sales teams focused on new client acquisition within India, with end to end outreach workflows from prospect identification through campaign execution to sales handoff. Governance included campaign-level sequencing and analytics-led monitoring to align outreach cadence with compliance and advisor review processes.
Reported outcomes cited by the vendor include email open rates rising from 15% to 35%, conversion increases of approximately 25%, acquisition of 150 new clients, and roughly 30 million USD growth in assets under management, outcomes measured through the Leadzen Lead Generation campaign analytics and reporting capabilities.
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Marketing Analytics | CRM |
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2022 | 2022 |
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Tag Management | CRM |
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2019 | 2019 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe ColdFusion | Apps Development | PaaS | n/a | 2017 | 2017 |
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Transactional Email | PaaS |
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2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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