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Mira Money

Goal-based mutual fund
investment platform for MFD business

Goal-based mutual fund investment platform for MFD business

Customer Mobile App, Web Admin Panel

Mutual Fund Investment Platform
Industry

Mutual fund, Fintech

Platforms

iOS and Android

The project

A mutual fund application that focuses on end customer life-goals based investments

Mutual Fund Investment Platform Development

Evoqins designed and developed a goal-based mutual fund investment platform that provides their customers to make investments more accessible than ever. We build the platform interface, including goal-based investment strategies, diversified portfolio management, etc.

The mobile app has a user-friendly interface to navigate through the app, manage life goals, and rebalance the portfolio according to customers’ financial situations. It has a seamless customer support facility with a mailing feature to provide proper customer assistance. So that customers can invest their wealth without any difficulty.

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

Investment planning based on life goals

  • Customize investment budgets as per risk appetite and accomplish life goals.
  • Evaluate investments to keep track of the accomplishment of your future life goals.
  • Estimate the Lumpsum and SIP investment as per the inflation rate for the future.
  • Overview of the growth chart for invested value until the end of maturity.

Live investment data of funds

  • Achieve financial goals like retirement, child education, or saving for a dream house with goal-based investment facilities.
  • Check the portfolio in real-time, including the latest NAV, gains or losses, and other relevant information.
  • Redeem mutual fund units, and manage SIPs and Lumpsum investments.
  • Calculate your investment value and total return based on the financial situation.
Mutual Fund Investment Platform
Mutual Fund Investment Platform

Personalized portfolio of asset allocation

  • Detailed information of current value, total returns, and invested amount for each life goal.
  • Get insights into the performance of customers' actual and intended growth of investments.
  • Rebalance your investments to keep the portfolio optimized for maximum returns.
  • View the holdings of Lumpsum and SIP investments and rebalance them as per preference.

Edit your life goal investments

  • Make necessary adjustments to ensure investments align with your life goals.
  • Review current investments, including the type of assets and the allocation of the asset.
  • Take investment decisions based on risk tolerance, investment timeline, and overall financial situation.
  • Adjust your life goals by setting new goals, revising existing goals, or removing goals that are no longer relevant.
Mutual Fund Investment Platform

Add-ons features

Features that we implemented as add-ons

Portfolio review

Portfolio review

Investment recommendations

Investment recommendations

Live investment data

Live investment data

Personalized portfolio

Personalized portfolio

Manage SIPs

Manage SIPs

UPI & net banking payment

UPI & net banking payment

Personalized portfolio

Integrated admin panels

E-mandate KYCs

E-mandate KYCs

User-centric design

User-centric design

Manage nominee

Manage nominee

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

Evoqins a software development company