Web App Development
Developing Custom Dashboards for Real-Time Insights in San Francisco
Develop custom dashboards in San Francisco to gain real-time insights, improve visibility, and drive smarter decisions.
Transparent, secure, user-friendly ecosystem to explore, invest, and manage mutual funds across trusted AMCs.
Mutual Fund Platform bridges gap between financial literacy and digital investing through secure experience. By simplifying onboarding and enabling multi-AMC investment, platform significantly improved investor retention and participation.
Faster e-KYC Onboarding Time
Investor Retention & SIP Automation
Cross-Fund Investment Integration
Regulatory Compliance Standards Met
Platform ensures intelligent and compliant investing experience for users and administrators.
Instant verification with paperless registration process.
Buy, SIP, SWP, STP, Redeem, and Switch in real time.
View holdings, fund performance, and transaction history instantly.
Personalized suggestions based on goals and risk profile.
Financial literacy tools, articles, and fund insights for decisions.
Monitor user activity, compliance alerts, and analytics.
Delivering unified, regulatory-compliant platform demands solving key challenges in integration and education.
Lack of interoperability between AMCs and distribution channels limiting accessibility.
Maintaining SEBI/AMFI compliance while scaling operations efficiently.
Educating retail investors to make informed and confident decisions.
Platform architecture integrates advanced technology and compliance enabling seamless investing.
Automates compliance monitoring and reporting ensuring adherence to regulatory standards while reducing manual oversight burden.
Delivers personalized recommendations, fund comparisons, and behavioral insights enabling data-driven investment decisions.
.png)