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Mutual fund

Direct mutual funds investment
platform for stock brokers.

Direct mutual funds investment platform for stock brokers.

Customer app, Mutual fund investment app, Fintech app

Mutual Fund Investment Platform
Industry

Fintech - Mutual Fund Investment

Platforms

iOS, Android, Web

Numbers

5 Star rating; 100K + Downloads

The project

Developed a direct mutual funds investment web and mobile app for stock broking company

Mutual Fund Investment Platform

Evoqins designed and developed a platform for clients to allow their customers to invest in direct mutual funds irrespective of device type. The platform typically allow customers to access various mutual funds to research or compare mutual fund investments before investing their wealth.

The platform allows its customer to track and monitor their portfolio performance, including current value, return, and asset allocation. It is developed for the customers to manage their investment on the go through any device. Customers can open a digital account within in 5-minutes and link it to bank accounts for investments or withdrawals.

The design

Wireframes & interface design

Mutual Fund Investment Platform Mutual Fund Investment Platform

Key features

Features implemented based on extensive user research

Mutual Fund Investment Platform

Easy process to kick start your investment journey

  • Digitally verify the KYC of the account without any paperwork.
  • Open an investment account within 5 minutes without any hassle.
  • Invest in mutual funds via the Demat account.
  • Redeem your mutual fund corpus in a single click.

Dashboard for a detailed overview of investments

  • Gets all the details of the mutual fund holdings in one place.
  • Graphs to analyse and get an idea of the current earnings and future returns.
  • Order creation methods for SIP and Lumpsum mutual fund investment plan.
  • Filters for fund type, fund house, the period for investment, and returns.
Mutual Fund Investment Platform
Mutual Fund Investment Platform

Live investment data and easy payment process

  • Analyze using funds fundamentals, funds allocations, and popular technical indicators.
  • View current performances and value of the mutual fund investments in real time.
  • Safe and secure payment process to provide a hassle-free transaction system.
  • Supports all UPI payments and one-tap payments via NPCI e-mandate.

Get your personalized portfolio

  • Get a personalized portfolio instantly based on market findings and research analysis.
  • Tailored to provide graphs for easy comparison of different mutual funds.
  • Understand the underlying investment performance to align the financial needs.
  • Get a bird’s eye view of mutual fund investments and manage them easily on any device.
Mutual Fund Investment Platform

Add-on features

Features that we implemented as add-ons

Secure payment gateway

Easy payment gateway

Live investment data

Fund recommendation

E-mandate for SIP

E-mandate

Manage SIPs

Funds news and updates

Monthly & weekly SIPs

Penny drop bank verification

NAV history chart

Live investment data

Order status alerts

Personalized portfolio

2FA secure login

Manage SIPs

Nominee opt-in & opt-out verification

Video-based KYC verification

Penny drop bank verification

Integrated admin panels

The process

6 phases of innovating a digital product

The first step is transforming the product idea into a business vision, from gathering information to doing deep research for a better understanding of the concept. We will help you do discovery, requirement analysis, and market study by defining the KPI for the project to deliver an excellent application for your customers. We will create a full-proof blueprint to make your business vision.

Our crew defines the page as a user-friendly interface that shapes your product idea into a functional prototype. We start the process by drawing a concept plan and prioritising features based on real-time customer feedback. In addition, we build the design concepts to validate them as an optimal experience for targeted users. It consists of user requirements, navigation, information architecture, and usability.

Our services establish your vision of the product by adhering to reliability, performance, and customer expectation. The code review strategy ensures a fine-tuned product from its core and provides detailed recommendations to optimize the product according to your requirements. Your product will deliver a seamless user experience without security or optimization stress.

Our product design strategy is based on deep research of your targeted audience. This strategy helps our crew to design an attractive and eye-catching user interface that provides memorable user experiences. We assist you in designing a simple and easy-to-use application to build a solid customer base for your business by evoking the customer’s feelings through user experience factors in wireframes.

While adhering to sprint planning and agile methodologies, our developers use the latest technologies and frameworks to develop ready-to-use applications. They further integrate the front end of the products with the back end, enabling interaction between data, applications, and devices using webHooks, WebSockets, and restful API.

Before releasing the application, our crew will process it through rigorous testing to ensure the performance, accessibility, scalability, and security of the developed product. Even after the product's release, our team will provide support like timely maintenance, security patches, tools, plugins, framework degradation, improvement for existing modules, and adding new features for functionality.

The first step is transforming the product idea into a business vision, from gathering information to doing deep research for a better understanding of the concept. We will help you do discovery, requirement analysis, and market study by defining the KPI for the project to deliver an excellent application for your customers. We will create a full-proof blueprint to make your business vision.

Our product design strategy is based on deep research of your targeted audience. This strategy helps our crew to design an attractive and eye-catching user interface that provides memorable user experiences. We assist you in designing a simple and easy-to-use application to build a solid customer base for your business by evoking the customer’s feelings through user experience factors in wireframes.

Our crew defines the page as a user-friendly interface that shapes your product idea into a functional prototype. We start the process by drawing a concept plan and prioritising features based on real-time customer feedback. In addition, we build the design concepts to validate them as an optimal experience for targeted users. It consists of user requirements, navigation, information architecture, and usability.

While adhering to sprint planning and agile methodologies, our developers use the latest technologies and frameworks to develop ready-to-use applications. They further integrate the front end of the products with the back end, enabling interaction between data, applications, and devices using webHooks, WebSockets, and restful API.

Our services establish your vision of the product by adhering to reliability, performance, and customer expectation. The code review strategy ensures a fine-tuned product from its core and provides detailed recommendations to optimize the product according to your requirements. Your product will deliver a seamless user experience without security or optimization stress.

Before releasing the application, our crew will process it through rigorous testing to ensure the performance, accessibility, scalability, and security of the developed product. Even after the product's release, our team will provide support like timely maintenance, security patches, tools, plugins, framework degradation, improvement for existing modules, and adding new features for functionality.

Enquiry

Let’s discuss your idea

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