PInvesco Asset Management (India)Executive Cockpit

CEO — Enterprise 360

Growth, business-unit performance, operations, customers and strategic signals across the Pavion platform.

Invesco Asset Management (India) · FY26 (modeled)
Top 10 mutual fund managers in India
410 employees · 0+ US sites · 1 countries
Executive read· the answer, then the moves

Revenue of $60M is growing 9.1%, but the equity re-rate hinges on revenue quality: recurring mix sits at 75% against the 45% target. Convert the $1M weighted pipeline and $1M of cross-sell whitespace into annuity revenue.

8 of 8 headline metrics improving vs prior · still off target: Revenue $60M vs $65M, Revenue Growth 9.1% vs 12.0%, EBITDA Margin 36.7% vs 38.0%

Do now — ranked by urgency
  1. 1
    Close the recurring-mix gap to 45%Watch
    Why it matters

    Lifting recurring mix from 75% to 45% reframes ≈ $-18M of revenue as higher-multiple annuity — the swing that re-rates the platform.

    What's driving it
    • Recurring mix 75% vs 45% target
    • Revenue growth 9.1%
    FYI
    • $1M cross-sell whitespace across top accounts
    • Owner: CEO / CRO
  2. 2
    South India region margin driftWatch
    Why it matters

    Accelerate ISC ERP/SOC cutover; rebalance project mix toward recurring.

    What's driving it
    • Region GM
    • Signal: Alert
    FYI

    South India GM 200bps below plan amid RFI/ISC integration drag.

  3. 3
    Convert the weighted pipeline — lead with Corporate Treasury: Tata Group — multi-region DC security + Portfolio Management DashboardOpportunity
    Why it matters

    Corporate Treasury: Tata Group — multi-region DC security + Portfolio Management Dashboard (Security + Monitoring) carries $0.96M at 60% — the largest single mover in the $1M weighted book.

    What's driving it
    • Top pursuit $0.96M @ 60% · Proposal
    • 6 active pursuits
    FYI
    • Weighted pipeline $1M
    • Signal-driven items sourced from news/EDGAR adapters
  4. 4
    Corporate Treasury: Tata Group expansion → $12.5M opportunityOpportunity
    Why it matters

    Prioritize solution design; align certified-tech coverage in new metros.

    What's driving it
    • Pipeline
    • Signal: Alert
    FYI

    News signal converted to qualified, credit-cleared multi-region pursuit.

Revenue
$60M
▲ 9.1% vs priorTarget $65M
Revenue Growth
9.1%
▲ 21.3% vs priorTarget 12.0%
EBITDA Margin
36.7%
▲ 4.3% vs priorTarget 38.0%
Recurring Fee Income
$45M
▲ 9.8% vs priorTarget $48M
Recurring Mix
74.5%
▲ 4.6% vs priorTarget 78.0%
Book-to-Bill Ratio
1.1x
▲ 4.6% vs priorTarget 1.2x
Client Retention Rate
94.2%
▲ 0.7% vs priorTarget 96.0%
Net Promoter Score
52
▲ 10.6% vs priorTarget 60
Trailing 12 months

Revenue & EBITDA

Monthly revenue (bars) and adjusted EBITDA (line), $M.

Mix

Revenue by Business Unit

Equity Funds45%
Fixed Income Funds35%
Tax-Saving Products20%
Recurring revenue mix 40% · target 45%
Pipeline

Growth opportunities

Weighted pursuits — signal-driven items sourced from news/EDGAR adapters.

OpportunitySolutionStageProb.Value
signalCorporate Treasury: Tata Group — multi-region DC security + Portfolio Management DashboardSecurity + MonitoringProposal60%$0.96M
signalS. Gupta — hub perimeter + video analyticsSecurityQualify45%$0.64M
Kaiser — nurse call + RTLS refreshIntegrationProposal50%$0.47M
UPS — fire + mass notification bundleFire SafetyQualify40%$0.36M
signalAlign — mfg expansion AV + accessIntegration + SecurityDevelop48%$0.24M
signalR. Mehta — Security cross-sell (11 sites)Security + Portfolio Management DashboardDevelop55%$0.11M
Revenue by vertical

Industry mix

Outside-in

External signals

News + EDGAR adapter feed linked to accounts, suppliers and competitors.

SourceSignalEntityTypeMaterialityImplication
NewsCorporate Treasury: Tata Group announces new US cloud regionsCorporate Treasury: Tata GroupExpansionHigh→ multi-region DC security opportunity
EDGARS. Gupta 10-K: elevated hub-automation capexS. GuptaCapexHigh→ perimeter + analytics pull-through
NewsR. Mehta expanding data-center footprintR. MehtaNewFacilityMedium→ cross-sell 11 fire-only sites
EDGARInstitutional Client: ICICI Bank filings show continued store closuresInstitutional Client: ICICI BankDistressMedium→ churn + credit watch
NewsHanwha flags component lead-time pressureIncome Tax PortalSupplyMedium→ supplier risk, dual-source 2 SKUs
NewsCompetitor acquires regional fire integratorCompetitorM&AMedium→ defend South India accounts
Segments

Business-unit performance

Fire Safety · Security · Integration.

Equity Funds
$26.98M
14% growth
34%
GM
1.24%
EBITDA
44%
Recurring

Manages diversified equity mutual funds for retail and institutional investors.

Fixed Income Funds
$21.02M
9% growth
35%
GM
1.18%
EBITDA
46%
Recurring

Offers debt and fixed income products, including government and corporate bond funds.

Tax-Saving Products
$12M
18% growth
30%
GM
0.9%
EBITDA
24%
Recurring

Provides ELSS mutual funds and tax-saving fixed deposits for Section 80C benefits.

Geography

Regional health

NRI/Global Indian Clients13 sites · $13.68M
India12 sites · $12.61M
South India13 sites · $11.69M
West India12 sites · $10.24M
North India10 sites · $9.32M
East India7 sites · $2.45M
Service & compliance

Operational excellence

Installed-base health, SLAs and code compliance across the monitored estate.

Monitored Devices
412,000
Open Critical Deficiencies
11
target 0
Inspection On-Time
93%
target 98%
Sites Compliance-At-Risk
7
target 0
Mean Time To Repair
6.4h
target 4
Technician Utilization
71%
target 78%
Accounts

Customer 360 & cross-sell whitespace

Top accounts with value, retention, score and untapped cross-sell.

AccountTierIndustryRevenueARRNRRWhitespaceScoreChurn
S. GuptaGlobalNRI Wealth Management$1.42M$0.34M108%$0.16M
89
Low
Corporate Treasury: Tata GroupGlobalRetail Investment$1.23M$0.4M119%$0.24M
92
Low
R. MehtaGlobalMutual Funds$1.09M$0.24M112%$0.11M
87
Low
NRI Wealth Client: A. PatelGlobalInstitutional Investment$0.99M$0.29M104%$0.14M
81
Medium
UPSNationalNRI Wealth Management$0.86M$0.22M106%$0.12M
84
Low
IBMGlobalRetail Investment$0.74M$0.2M101%$0.08M
78
Medium
Tax-saving Investor: M. DesaiNationalInstitutional Investment$0.55M$0.15M105%$0.1M
79
Medium
Institutional Client: ICICI BankNationalRetail$0.49M$0.13M97%$0.05M
64
High
Retirement Planner: L. SinghNationalRetail Investment$0.44M$0.16M110%$0.07M
86
Low
Hybrid Fund Investor: K. RaoNationalTax-saving Solutions$0.31M$0.09M100%$0.03M
72
Medium