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The Personal Finance Management (PFM) Stack is a comprehensive, enterprise-grade platform that fundamentally transforms how Asset Management Companies deliver digital wealth management services. Built specifically for the Indian AMC ecosystem, this white-label solution consolidates fragmented data sources (MF Central, CAS statements, account aggregators) into a unified, intelligent system that leverages behavioral analytics and machine learning to create hyper-personalized customer journeys. The platform processes complex financial data through 500+ computed metrics, orchestrates omnichannel engagement campaigns, identifies revenue opportunities through predictive analytics, and automates operational workflows—all while maintaining bank-grade security and regulatory compliance. Proven at scale with ₹50,000+ crores in AUM across 5M+ active users, it delivers consistent results including 3x engagement improvement, 99.9% SIP success rates, 40% dormant account reactivation, and 45% wallet share growth within six months.