This project is a mutual fund platform build for our stockbroking client that allows their customers to buy & control direct mutual funds online. We offer web and mobile development services to various financial institutions, brokerage firms, advisors etc, to create their online face and generate leads. We build custom solutions to supercharge business like custom EKYC, trading & investment platform, client management software, financial tools, portfolio tracker etc.
Using easy navigation, search and filtering options, customers can easily find a suitable scheme to invest through the platform.
They can go to each plans details pages, see the fund's performance, view the details of the fund manager and asset allocations.
The customers can invest directly in the mutual funds using SIP or Lumpsum.
Using the investment dashboard, customers can track their portfolio's performance daily, which is getting auto-updated in it.
They can separately see the holdings of Lumpsum & SIP investments they made and can modify it depends on their preference.
We integrated our client portal with prominent online transaction portals such as NSE NMFII and BSE StarMF.
So their customer gets the online transaction facility for purchase, switch or redemption.
It also gives the benefits of online payments like net banking, RTGS/NEFT, debit card and can show real-time order status from the exchanges.
UX / UI Design
Release & Support