FinTechMobileAI
Case study

MutualFundWala Digital Investment Platform

8,000+ customers were onboarded online, manual processing was significantly reduced, and new revenue streams opened through digital acquisition with continuous availability during market hours.

200+ products shipped
13 years
5.0 on Clutch100% Upwork Job Success
2+ yr avg client engagement

The challenge

All client servicing, fund recommendations, and transaction processing happened offline, limiting reach and creating operational bottlenecks. The client had no real-time visibility for investors and needed to move from manual, in-person processes to a digital platform.

What we built

We built a full-stack web and mobile platform letting customers browse funds, track portfolio performance in real time, and execute buy/sell transactions. An admin dashboard provided operational control for user management, transaction monitoring, and automated notifications, with AI-assisted personalized fund recommendations.

The outcome

8,000+ customers were onboarded online, manual processing was significantly reduced, and new revenue streams opened through digital acquisition with continuous availability during market hours.

Tech

React NativeNext.jsNestJSNode.jsPostgreSQLRedisAWS
More work

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