Affluense is a prospecting platform used by wealth managers, private bankers and financial advisors in India.
It helps you find people whose wealth just changed. It shows you enough about them to start a real conversation. And it checks whether someone you know can introduce you.
The platform gives you an estimate of a person's wealth and the events behind it. It does not give you their bank balance. The difference matters, and this page explains it.
So here is where the data comes from, what each signal is worth, and what you should check before you call.
What Affluense does
Four things, in one place.
Find people. Filter by net worth, company and other public details to build a list. Profiles come with contact details where they are available.
Research them. One profile covers personal, professional, social and financial details. You are not opening ten websites.
Track money events. A live feed shows IPOs, ESOPs, M&A and funding events as they happen. You know whose money just moved.
Find a way in. The network graph looks at your contacts and your colleagues' contacts to see who can introduce you.
You end up with a shortlist, a reason to call, and a route in. The relationship is still yours to build.
Where the data comes from
Affluense works from public records. The main sources are Indian public filings and regulatory disclosures. Exchange notices and company announcements sit on top of that.
The network graph works from a different source. It uses your own contact base and your colleagues'.
Coverage is not the same for everyone. Some people have a long public record. Others have very little. The platform shows what exists. It does not fill the gaps with guesses.
Data points are cross-checked against public sources. That is what verified means here. It does not mean audited, and it does not mean confirmed with the person.
What a prospect profile can include
Four kinds of detail, depending on what is public.
Work background. Their job history, the companies they are linked to, and their public activity. This is what makes your first call relevant. It does not tell you what they are worth.
Money events. A listing, an ESOP buyback, a funding round, an acquisition, a secondary sale. An event means their financial position probably changed. It does not tell you how much they received, kept or invested.
More profile detail. Details beyond a name and a job title. How much you get differs from person to person.
A possible introduction. Someone in your network, or your colleagues' networks, who may know the prospect. A shared connection is a lead worth checking. It is not proof of a close relationship, and it is not permission to contact anyone.
How to read these signals
Prospect research holds three things, and they get mixed up. What a public document shows. What has been estimated. And what is still unconfirmed. Keep them apart.
Signal | What it tells you | What it does not prove |
Company ownership or leadership | The person is connected to a business | Their cash or investable assets |
IPO or share event | They were probably part of a real money event | How much they received, or what they hold now |
Funding or acquisition | A lead worth researching | That a founder personally got cash |
Estimated net worth | A research-based estimate | A verified balance sheet |
Possible introduction | A relationship worth checking | That they are close, or that you can call |
One person can own a large business and still have little cash to invest. Another can have plenty to invest and almost no public business record. A list that mixes the two wastes your team's time.
What to check before you call
Five checks before anyone treats a prospect as ready.
Where each detail came from, and when.
Whether it is documented, estimated, or still unconfirmed.
Whether their city and job are current.
What verified meant for a phone number or email, and when it was checked.
Whether what you have is enough for the call you are planning.
No single signal makes a prospect ready. An event is a reason to do your homework. It is not a reason to dial.
What Affluense does not do
It does not verify net worth or assets. It estimates them.
It does not assess suitability or give advice.
It does not prove that a person personally received money from a company event.
It does not confirm that they want wealth management advice.
It does not confirm consent. A possible introduction is not permission to contact.
It does not replace your own checks or your privacy rules.
Where to go from here
To see how discovery, events and the network graph fit together, explore Affluense AI or go to the HNI prospecting tool.
For coverage in your market, the fields on a profile, and how we verify, ask for a demo built around your segment.
Affluense is a prospecting platform used by wealth managers, private bankers and financial advisors in India.
It helps you find people whose wealth just changed. It shows you enough about them to start a real conversation. And it checks whether someone you know can introduce you.
The platform gives you an estimate of a person's wealth and the events behind it. It does not give you their bank balance. The difference matters, and this page explains it.
So here is where the data comes from, what each signal is worth, and what you should check before you call.
What Affluense does
Four things, in one place.
Find people. Filter by net worth, company and other public details to build a list. Profiles come with contact details where they are available.
Research them. One profile covers personal, professional, social and financial details. You are not opening ten websites.
Track money events. A live feed shows IPOs, ESOPs, M&A and funding events as they happen. You know whose money just moved.
Find a way in. The network graph looks at your contacts and your colleagues' contacts to see who can introduce you.
You end up with a shortlist, a reason to call, and a route in. The relationship is still yours to build.
Where the data comes from
Affluense works from public records. The main sources are Indian public filings and regulatory disclosures. Exchange notices and company announcements sit on top of that.
The network graph works from a different source. It uses your own contact base and your colleagues'.
Coverage is not the same for everyone. Some people have a long public record. Others have very little. The platform shows what exists. It does not fill the gaps with guesses.
Data points are cross-checked against public sources. That is what verified means here. It does not mean audited, and it does not mean confirmed with the person.
What a prospect profile can include
Four kinds of detail, depending on what is public.
Work background. Their job history, the companies they are linked to, and their public activity. This is what makes your first call relevant. It does not tell you what they are worth.
Money events. A listing, an ESOP buyback, a funding round, an acquisition, a secondary sale. An event means their financial position probably changed. It does not tell you how much they received, kept or invested.
More profile detail. Details beyond a name and a job title. How much you get differs from person to person.
A possible introduction. Someone in your network, or your colleagues' networks, who may know the prospect. A shared connection is a lead worth checking. It is not proof of a close relationship, and it is not permission to contact anyone.
How to read these signals
Prospect research holds three things, and they get mixed up. What a public document shows. What has been estimated. And what is still unconfirmed. Keep them apart.
Signal | What it tells you | What it does not prove |
Company ownership or leadership | The person is connected to a business | Their cash or investable assets |
IPO or share event | They were probably part of a real money event | How much they received, or what they hold now |
Funding or acquisition | A lead worth researching | That a founder personally got cash |
Estimated net worth | A research-based estimate | A verified balance sheet |
Possible introduction | A relationship worth checking | That they are close, or that you can call |
One person can own a large business and still have little cash to invest. Another can have plenty to invest and almost no public business record. A list that mixes the two wastes your team's time.
What to check before you call
Five checks before anyone treats a prospect as ready.
Where each detail came from, and when.
Whether it is documented, estimated, or still unconfirmed.
Whether their city and job are current.
What verified meant for a phone number or email, and when it was checked.
Whether what you have is enough for the call you are planning.
No single signal makes a prospect ready. An event is a reason to do your homework. It is not a reason to dial.
What Affluense does not do
It does not verify net worth or assets. It estimates them.
It does not assess suitability or give advice.
It does not prove that a person personally received money from a company event.
It does not confirm that they want wealth management advice.
It does not confirm consent. A possible introduction is not permission to contact.
It does not replace your own checks or your privacy rules.
Where to go from here
To see how discovery, events and the network graph fit together, explore Affluense AI or go to the HNI prospecting tool.
For coverage in your market, the fields on a profile, and how we verify, ask for a demo built around your segment.