Client & Business Overview
INDUSTRY
PROJECT NAME
CLIENT TYPE
LOCATION
PROJECT TYPE
DURATION
About the Client: A 25-year-old mutual fund distribution company operating out of New Delhi, India. With a strong offline customer base of 8,000+ investors, the client sought a trusted technology partner to bring their services online and future-proof their business through full digital transformation.
Business Problem
All client servicing, fund recommendations, and transaction processing happened offline - limiting reach, creating operational bottlenecks, and offering no real-time visibility to investors.
Manual, in-person processes with no digital touchpoint. Customer data, transactions, and portfolios were managed without any centralised platform.
Complete offline-to-digital transformation - enabling customers to independently watch, monitor, buy, and sell mutual funds through a self-serve platform.
Target Users
END USERS
B2B / B2C
BUSINESS MODEL
APPROX. USERS
Key Features Delivered
- Admin Dashboard
- User Management
- Real-time Analytics
- Payment Integration
- API Integrations
- AI Automation
- Role-based Access Control
- Reporting System
Technology Stack
- React Native
- Next.js
- AWS EC2
- S3
- RDS
- NestJS
- TypeScript
- Node.js
- Express
- Fintech Primitive
- Decentro
- Finark
- ONDC
- PostgreSQL
- Redis
- Sequelize ORM
- Firebase
- AWS SES
- JWT
- Passport
- bcrypt
- Docker
- Jenkins
Technical Challenges
Building a responsive, real-time portfolio dashboard for thousands of concurrent users required efficient data-fetching strategies and optimised API calls to fund data providers.
Handling sensitive financial data demanded end-to-end encryption, secure authentication flows, and compliance with SEBI and data privacy standards applicable to Indian fintech platforms.
The platform needed to support the existing 8,000-customer base while architected for growth - ensuring zero downtime during market hours when transaction volumes spike.
Integrating with mutual fund exchange APIs (BSE StarMF / MFU) required normalising inconsistent third-party data schemas into a unified format with robust error handling.
Our Solution
How We Solved It
We built a full-stack web and mobile platform that digitised every touchpoint of the client’s mutual fund business. Investors can now independently browse funds, track live portfolio performance, and execute buy/sell transactions — all from a single, intuitive interface.
The admin panel gives the client’s team complete operational control: managing users, monitoring transactions, generating reports, and automating routine notifications. AI-assisted features surface personalised fund insights, reducing the advisory load on the client’s team while improving the investor experience.
Measurable Results
Digital Adoption
8,000+ customers onboarded online
Operational Efficiency
Significant reduction in manual processing
Revenue Growth
New customer acquisition unlocked via digital reach
Platform Uptime
Continuous availability during market hours
Project Execution
METHODOLOGY
SPRINT CYCLES
COMMUNICATION
POST-LAUNCH SUPPORT
Client Feedback
