HNI Research Tool
Find and Profile HNIs
Faster Than Your Competitors
Affluense AI scans millions of data points, including property records, corporate filings, market transactions, and lifestyle signals, to surface high-net-worth individuals your team should be talking to. Right now.
Trusted by 150+ wealth managers, family offices, and private banks across India.
WEALTH MANAGEMENT
FAMILY OFFICE
PRIVATE BANKING
LUXURY BRANDS
Are You Losing HNI Clients to People Who Research Faster?
The HNI landscape in India is shifting. New wealth is being created in sectors your traditional networks don't reach. Here's what's at stake.
Your referral pipeline is drying up
Indian wealth is being created in new sectors like tech startups, fintech, and D2C brands. These HNIs don't walk into your office through referrals. They're invisible to traditional networks, and competitors using data tools are already talking to them.
Your research takes days, not minutes
Building a single prospect profile means manually scanning ROC filings, property records, news articles, social media, and stock market data. By the time your team compiles all that, your competitor has already made the first call and booked the meeting.
You're sitting on hidden HNIs
Your existing client base almost certainly contains individuals whose wealth has grown significantly since they became clients. Without a screening tool, you'll never know who's quietly crossed into HNI territory, and a competitor might reach them first.
Your HNI Research Workflow, In One Platform
One platform to discover, research, profile, and engage high-net-worth individuals across India. Powered by AI. Built for speed.
1
Discover
Screen your existing client base and search our India-focused HNI dataset across major cities including Mumbai, Delhi, Bengaluru, Hyderabad, and Chennai.
2
Profile
AI-generated wealth profiles: net worth estimates, source of wealth, business holdings, board positions, and key connections.
3
Engage
Set real-time alerts for liquidity events like IPOs, exits, property transactions, and role changes so you reach out at the right moment.
Everything You Need to Research HNIs, In One Platform
Purpose-built for Indian wealth management. No fluff, no features you'll never use.
Wealth Screening
Scan your CRM and client base to find hidden HNIs you already know but haven't identified. Upload your list and get matched against our database in minutes.
AI Wealth Profiles
Net worth estimates, source of wealth, business interests, board positions, and philanthropy, compiled automatically from dozens of data sources. No manual research required.
Network Mapping
See who's connected to whom. Find warm introduction paths to any HNI in our database through shared board memberships, business partnerships, and family ties.
Real-Time Alerts
Get notified the moment an HNI has a liquidity event like an IPO filing, company exit, large property transaction, or career change. Be the first to reach out, every time.
How Affluense AI Works
From search to engagement in three straightforward steps. No learning curve, no training required.
Step 01
Search or Upload
Type a name, upload your client list, or set search filters like net worth band, city, industry, or company type. Our India-focused database covers HNIs across all major cities and emerging wealth hubs.
Step 02
Review the Wealth Profile
Get an AI-generated wealth profile in seconds: estimated net worth, source of wealth, business holdings, board positions, known connections, and recent wealth events. Everything you need to decide if this prospect is worth your time.
Step 03
Set Alerts & Engage
Flag the prospect, set trigger alerts for future wealth events, and export the profile to your CRM or outreach tool. When something changes, like an IPO, a property deal, or a new board seat, you'll know first.
Testimonials
What Our Clients Are Saying
Discover how Affluense has transformed businesses with its seamless integration and powerful features.
“It has reduced our research time from hours—or even days—to just a few minutes, delivering real, actionable insights that were previously hard to uncover manually.”
Vijay Patel
Chief Technology Officer (CTO), Neo Group
“Using Affluense AI has significantly improved our prospecting workflow and transformed it into smart prospecting. We've reduced research time by over 90%.”
Nikhil Khopkar
Lead Business Analyst – Digital Transformation, Nuvama Group
“What used to take us 3–4 hours per prospect is now done almost instantly. Affluense has become an essential tool in our prospecting workflow.”
Vineeth Narasimhan
Co-Founder & CTO, Kristal.ai
Built for Your Industry
Whether you're managing wealth, running a family office, or selling to HNIs, Affluense AI fits your workflow.
Wealth Management & Private Banking
Find qualified prospects, prioritize RM outreach, and monitor client wealth changes in real time.
Screen existing clients for HNI upgrades
Prioritize prospects by net worth band
Monitor portfolio changes and liquidity events
Family Offices
Map networks, identify co-investment opportunities, and conduct due diligence on potential partners.
Map family networks and business connections
Identify co-investment and partnership opportunities
Conduct background due diligence on prospects
Luxury & Premium Brands
Identify HNI customers, personalize engagement, and trigger outreach on wealth events.
Identify HNIs matching your customer profile
Trigger outreach on wealth events and purchases
Personalize engagement with wealth intelligence
HNI Research Tool: Frequently Asked Questions
Everything you need to know about how Affluense AI finds, profiles, and monitors high-net-worth individuals.
Where does your HNI data come from?
We aggregate data from dozens of public and licensed sources including ROC filings and company directorships, real estate transaction records, stock market holdings and block deals, startup funding databases, news and media mentions, and public lifestyle indicators. Our AI cross-references and validates these signals to build comprehensive wealth profiles.
How accurate are the wealth estimates?
Our wealth estimates are AI-generated ranges based on multiple data signals, not exact figures. We combine declared holdings, property values, company valuations, and market transactions to produce a net worth band (e.g., ₹50Cr to ₹100Cr). We flag confidence levels on every estimate so you know how much weight to give each number.
Can I integrate with my CRM (Salesforce, HubSpot)?
Yes. Affluense AI integrates with Salesforce, HubSpot, and other popular CRMs. You can push HNI profiles, wealth estimates, and alert notifications directly into your existing workflow. We also offer an API for custom integrations and automated pipelines.
How is this different from Wealth-X or Windfall?
Wealth-X and Windfall are built for the US and European markets. Affluense AI is built India-first. Our data sources, wealth signals, and methodology are tailored to how wealth is created and held in India. We track Indian ROC filings, Indian property records, Indian stock market data, and Indian startup ecosystems. We also use the term "HNI" (the preferred term in India) rather than "HNW/UHNW."
What's your data refresh frequency?
Our core HNI database is refreshed continuously, with new data signals ingested daily. Wealth profiles are recalculated whenever new data arrives, so if an HNI files a new ROC document, makes a property transaction, or has a liquidity event, their profile updates automatically. Real-time alerts fire within hours of the triggering event.
Is Affluense AI built specifically for the Indian market?
Yes. Affluense AI is built India-first. We track Indian wealth signals including ROC filings, property records, stock market holdings, startup funding rounds, and luxury asset registrations. We cover HNIs across all major Indian cities including Mumbai, Delhi, Bengaluru, Hyderabad, Chennai, Pune, and Ahmedabad. Our data sources and methodology are designed around how wealth is created, held, and transferred in India.
What types of wealth signals does Affluense AI track?
We track a wide range of wealth signals: company directorships and shareholdings (ROC data), real estate transactions, stock market holdings and block deals, startup funding and exits, luxury asset registrations, board appointments, and public lifestyle indicators. Our AI cross-references these signals to build a comprehensive, continuously updated wealth picture for each individual.
Can I export HNI profiles to my existing tools?
Yes. Export any profile to CSV, or sync directly with your CRM via our integrations. We support Salesforce, HubSpot, and other popular tools. You can also use our API for custom workflows, automated pipelines, or bulk exports.
What makes Affluense AI different from a regular HNI database?
A database gives you a list. Affluense AI gives you intelligence. We don't just store contact details. We continuously monitor wealth signals, build AI-generated wealth profiles, map networks, and alert you when something changes. It's the difference between a phonebook and a research team that works 24/7.
Your Next HNI Client Is Already in Our Database
Join 150+ wealth management teams using Affluense AI to find, profile, and engage high-net-worth individuals across India, before their competitors do.