What Infomatics Services does

Infomatics Services Pvt. Ltd. is a Mumbai-based, privately-held software provider founded in 1980 that builds mission-critical, domain-specialized applications for the Indian BFSI sector. The company operates four product families: Novus (SEBI PIT compliance, UPSI/structured digital database, personal account dealing for cross-border institutions), Trillium (trade operations, cash/liquidity, bank reconciliation, fund expense allocation, ETF NAV, and index fund attributes — with the flagship Trillium Trade DB integrated with Bloomberg AIM and Indian market infrastructure CBRICS, ICDM, EPB, FTRAC, TREPS, NDS, and CROMS), Medulla (enterprise risk tracking aligned to SEBI's 2021 risk management circular) plus BoardEye (board governance), ComPulse (compliance calendar), and the Inter suite (digital marketing approvals, content hubs, interactive factsheets). Underlying technology combines rule-based workflow engines with applied AI capabilities — including AI-enabled invoice scanning, transaction pattern recognition, cognitive integration for cross-system data mapping, and intelligent document processing — all wrapped in an ISO 27001:2022-certified information security posture.

The company's revenue model is enterprise B2B subscription licensing sold through direct, consultative field sales to compliance officers, risk managers, and operations heads at Indian mutual funds, insurers, banks, brokers, and capital markets firms. Pricing is quote-based and not publicly disclosed; sales engagement is driven through 'Book a Demo' CTAs and direct contact (phone +91-7506364033, email [email protected]). The customer base spans 50+ named logos including HDFC Mutual Fund, ICICI Prudential, SBI Mutual Fund, Kotak Mahindra, Axis, Nippon India, UTI, Franklin Templeton, Bajaj Finserv, Jio BlackRock, HDFC ERGO, Bajaj Allianz, ICICI Prudential Life, DBS, Citibank, Barclays, CRISIL, and ICRA — effectively covering most of India's top-tier BFSI. Distribution is direct enterprise sales with no reseller or marketplace channel disclosed; the company is founder/practitioner-led (Directors: Debashis Roy, Praveen Bhatt, Milind Vengurlekar) and operates from a single headquarters in Ballard Estate, Mumbai, with no external funding rounds or parent/subsidiary relationships disclosed.

Name

Infomatics Services

Legal name

Infomatics Services Pvt. Ltd.

Website

https://infomatics.co.in

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

51–100 employees

Short description

Infomatics Services is a Mumbai-based, privately-held B2B software provider founded in 1980 that builds domain-specialized compliance, trade operations, risk management, and digital engagement applications for Indian BFSI clients, including most top-tier mutual funds, insurers, and banks. Revenue is generated via enterprise subscription licensing sold through direct consultative sales.

Ownership category

akta.pro rank

Product category

BFSI Compliance and Operations Software

NAICS

Computer Systems Design and Related Services (54151), Software Publishers (5132)

SIC

Services-Computer Programming Services (7371)

akta.pro primary industry

Compliance & Regulatory Operations (AML/KYC, Reporting, Audit) (FSAGAAAL)

akta.pro secondary industry

Regulatory Reporting Hubs & Aggregators (Multi-Regime/Multi-Asset) (FSAFAJAF)

Keywords

• BFSI compliance software
• SEBI insider trading
• Trade reconciliation
• Fund operations
• Board governance

Headquarters

HQ city

Mumbai

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Enterprise Software Licensing: The company generates revenue through licensing its suite of compliance and operations software products to BFSI organizations. Products include Novus (insider trading compliance), Trillium (trade and operations), Medulla (risk management), BoardEye (governance), and InterActive (digital engagement) solutions. The sales motion involves enterprise licensing agreements with annual subscriptions implied by the consultative sales approach.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Infomatics Services develops and licenses a suite of mission-critical BFSI software products covering insider trading and SEBI PIT compliance (Novus family), trade operations and reconciliation integrated with Bloomberg AIM (Trillium family), enterprise risk management (Medulla), board governance (BoardEye), compliance calendar (ComPulse), and digital marketing/interactive content (Inter family). The company sells directly to financial institutions including mutual funds, insurance companies, banks, brokers, and capital markets firms through enterprise licensing agreements with annual subscriptions.

Product overview

Infomatics Services offers a comprehensive suite of mission-critical software solutions for the BFSI sector, organized into four product families: Novus (insider trading and compliance), Trillium (operations and trade management), Medulla (risk management), and Inter (digital and marketing). The Novus family includes Novus Velox UPSI/SDD and Novus Lite for SEBI PIT compliance and insider trading prevention. The Trillium suite covers trade operations (Trade DB integrated with Bloomberg AIM), cash management (Cash), fund expenses (FEAT), ETF operations (ETF), bank reconciliation (Bank Console), and index fund attributes. Medulla provides enterprise risk management with KRI tracking and board governance tools (BoardEye). The Inter products address digital marketing needs including approval workflows (Inter Flow), content hubs (Inter Weave), interactive factsheets (Inter Active), and data storytelling (InterAct). PA Dealing International serves multinational financial institutions with MAS-aligned compliance. The platform is ISO 27001:2022 certified and emphasizes AI-powered automation across its product ecosystem.

Differentiator

Problem solved

Functional benefit

Brands

• Novus Velox UPSI/SDD: Insider Trading Software as per SEBI PIT regulations - a ready-to-use centralised and fully automated platform for UPSI management and trade reporting.
• Novus Lite
• PA Dealing International
• Trillium Attributes
• Trillium Cash
• Trillium F.E.A.T
• Trillium Trade DB
• Trillium ETF
• Trillium Bank Console and Reconciliation
• Medulla Risk Management
• BoardEye
• ComPulse Compliance Calendar
• Inter Flow
• Inter Weave
• Inter Active Factsheet
• InterAct

Products and services

• Novus Velox UPSI/SDD Ready-to-use centralized and fully automated Insider Trading Software compliant with SEBI PIT Regulations 2015, with integrated external systems for auto-reporting of trades, secure encrypted structured digital database for recording and managing employee trades and UPSI declarations, and end-to-end regulatory reporting automation. Targeted at listed companies, asset management companies, and financial institutions.
• Novus Lite SEBI PIT/UPSI/SDD Compliance Software that automates the entire trade pre-clearance to reporting process within a single integrated UPSI/SDD module. Trusted by 30+ mutual fund companies for insider trading compliance.
• PA Dealing International Comprehensive Personal Account Dealing and Trading Compliance Platform for multinational financial institutions, aligned with MAS guidelines under Securities and Futures Act. Automates pre-clearance workflow, trade reconciliation, and contra-trade detection across global jurisdictions with direct API integrations with leading brokerages and custodians.
• Trillium Trade DB Premium multi-asset trade management platform fully integrated with Bloomberg AIM, connecting front office systems with diverse trading platforms including CBRICS, ICDM, EBP, FTRAC, TREPS, NDS, and CROMS. Provides real-time cash position tracking and upstream/downstream integrations.
• Trillium Cash Cash and liquidity management solution that centralizes, reconciles, and automates fund flow management. Enables automated seamless system integrations across varied platforms, performs automated reconciliations, bank transfers, and cash flow activities for real-time access and deployment.
• Trillium FEAT Fund Expenses Allocation and Tracking System with AI-enabled invoice scanning and processing. Simplifies vendor management and automates expense allocation to Scheme or AMC with automated rules.
• Trillium ETF Comprehensive ETF Operations and NAV Management solution for accurate tracking of ETF subscriptions and redemptions, managing master configurations, automating application processing, and computing real-time iNAV.
• Trillium Bank Console and Reconciliation Multi-bank reconciliation solution using AI for pattern recognition. Handles high-volume transaction processing with lakhs of daily transactions, featuring configurable matching rules and automated rule validation.
• Trillium Attributes Index fund management solution providing real-time cash position, broker feed imports, and auto-created execution baskets. Includes tracking error attribution and automated reconciliation of orders with broker executed files.
• Medulla Risk Management Risk tracking and management software for BFSI industry, enabling KRI, KCSI, KPI and policy tracking with dashboards and heat maps. Pre-populated with KRIs for mutual funds, aligned with SEBI 2021 circular on Risk Management.
• BoardEye Director-First Board Governance and Management Software providing continuous governance support across the entire board lifecycle - from agenda planning and smart minutes to e-voting, action tracking, and secure document management.
• ComPulse Role-based compliance task assignment and management platform for SEBI compliance. Features automated centralized task management, real-time regulatory updates, and pre-configured compliance lists for AMCs.
• Inter Flow Marketing approval and compliance management platform for handling marketing team requests, compliance checks, approval workflows, and secure creative storage with expiry tracking.
• Inter Weave Digital hub for marketing content management and channel partner/distributor engagement. Features centralized repository, usage tracking, content customization, and sharing via WhatsApp and email.
• Inter Active Factsheet Interactive factsheet platform that transforms static data into engaging microsites with interactive dashboards, filters, search, and data visualizations. Increases engagement and SEO discoverability.
• InterAct Data postcards and interactive microsites solution that transforms static presentations into interactive content. Enables sharing as WhatsApp 'Data Postcards' with engagement heatmaps and chart interaction tracking.

Quantifiable outcome

• Over 30 mutual fund companies use Novus Lite for SEBI PIT compliance

Named customers54 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

AI capability11 records

Feature15 records

Partnerships

One partnership is on record.

• Bloomberg AIMcoreTechnology or IntegrationBloomberg AIM approved integrator for Trillium Trade DB product. Infomatics is a certified integration partner enabling real-time trade and feed connectivity between proprietary debt systems and Bloomberg's Asset and Investment Manager platform.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• CAMS (Computer Age Management Services): India's largest mutual fund Registrar & Transfer Agent and a dominant BFSI operations technology provider. Directly comparable to Infomatics because both serve almost the same Indian AMC buyer cohort, operate mission-critical fund-administration data flows and embed compliance/KYC utilities into AMCs' daily workflows.
• KFin Technologies: Second-largest Indian mutual fund R&T and a growing investor-servicing technology platform serving nearly every Indian AMC. Closest peer to Infomatics because both compete for the same AMC technology budgets — particularly around compliance, transaction processing and investor servicing automation.
• SS&C Technologies (Advent / Eze Software): Global asset-management and securities-finance software vendor whose Advent and Eze platforms compete with Trillium Trade DB in trade operations, reconciliation and compliance reporting for asset managers. Relevant as a global benchmark and potential threat in Indian AMC mandates.
• Workiva: Cloud platform for SEC/SOX/ESG/regulatory reporting and internal controls — direct overlap with Novus Velox/SEBI PIT compliance and BoardEye governance functionality for listed corporates and financial institutions. A near-term threat for marquee AMC/insurer RFPs.
• Diligent: Board governance and entity-management SaaS (Diligent Boards, EntityKeeper). Directly comparable to BoardEye for listed-company and AMC/AIF board workflows, and a likely competitor when AMC governance RFPs emerge.
• Donnelley Financial Solutions (DFIN): Regulatory and compliance solutions for financial services including insider trading, fund reporting and governance workflows. Comparable to Infomatics' Novus and BoardEye modules for SEBI/SOX-style insider-trading and entity-governance compliance.

Broad incumbents

• FIS (SunGard): Large incumbent capital-markets and BFI technology vendor whose SunGard/Asset Finance/Murex lineage overlaps with Trillium trade-ops, reconciliation and risk functions — operates in India largely through enterprise bank mandates rather than AMC niche.
• TCS BaNCS: TCS's flagship BFSI platform covering capital markets, wealth, compliance and risk. Comparable as a broad incumbent capable of displacing or complementing Infomatics within large bank/insurer IT estates via global SI delivery models.

Emerging players

• Regnology: Specialist regulatory-reporting and supervisory technology vendor (formerly BearingPoint RegTech + Avaloq RegTech). Comparable to Trillium Trade DB's reporting outputs and Novus regulatory-reporting module for cross-jurisdiction EM regulators and banks.

Regional players

• Nucleus Software: India-headquartered BFSI software vendor focused on lending, transaction banking and digital platforms. Comparable as an India-anchored B2B BFSI software specialist competing for similar CIO/CTO attention and AMC/insurer modernization budgets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/InfomaticsNow

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Infomatics Services