Investment banking and wealth management platform powered by Microsoft Dynamics 365
Avendus is a Mumbai-based investment bank and wealth adviser operating across 11 cities in India, the US, and Southeast Asia. The tech stack is entirely Microsoft-native (Dynamics 365, Dataverse, Power Apps, Power Automate), signaling a push to automate workflow and consolidate client data on a single platform — a typical pattern for scaling advisory firms moving from manual processes into productized client operations.
Avendus provides investment banking, institutional equities, wealth management, asset management, and credit solutions to entrepreneurs, institutions, and family offices across India and Southeast Asia. The firm serves approximately 2,500+ client relationships and employs 600+ staff across 11 locations. Core service areas include M&A, IPOs, fundraising, private equity, and equities capital markets, with expertise spanning six high-impact sectors. Recent development focus is on Dynamics 365 CRM modernization and low-code automation (Power Apps, Power Automate), indicating an operational shift toward digitized client management and workflow efficiency.
Avendus runs on Microsoft Dynamics 365, Dataverse, Power Apps, and Power Automate, complemented by standard Office tools (Excel, Word, PowerPoint). The stack is entirely Microsoft-centric.
Current projects center on Dynamics 365 CRM implementation, Power Apps development, and Power Automate workflow automation — reflecting a push to automate due diligence and client operations.
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