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Index Fund Sahi Hai

Mobile and web app development for a goal-based investment company

Mobile and web app development for a goal-based investment company

UX/UI Design, Mobile and web application, Mutual fund investment platform

Index fund sahi hai - Mobile and web app development for a goal-based investment company
Industry

Financial service, Mutual fund

Platform

Mobile and web application

The project

Platform to invest in index funds

Mobile and web app development for a  goal-based investment company

Index Funds Sahi Hai is an emerging investment platform that helps admins provide intelligent asset allocation, disciplined rebalancing, and goal-based planning to their clients. We have crafted a seamless investment platform that goes beyond numbers. From the finesse of investing in baskets to the precision of aligning with smart goals and managing a spectrum of funds.

Our tech wizards poured passion and expertise into developing a contemporary interface that reflects our clients' commitment and exudes reliability. Explore a universe of investment possibilities with curated baskets, smart goals, and the reliability of index funds. The platform is a masterpiece designed and developed to elevate our clients' financial business to new heights.

The design

Wireframes & interface design

Mobile and web app for goal based investment platform Mobile and web app for goal based investment platform

Key features

Admin features and functionality development

Diversified investment platform

Diversified investment baskets

  • Users can browse, compare, and invest in various baskets, such as Smart Beta, Geint Basket, and invest in India.
  • Explore, filter, and invest in funds based on their own criteria and financial preferences.
  • Access details of each fund, such as its objective, portfolio performance, expense ratio, etc.
  • It offers specific smart goals, such as education, emergency funds, pension funds, etc.

Seamless index fund investments

  • Intuitive admin dashboard for seamless rebalancing and management of goals, funds, and asset allocation.
  • Track orders to gain insights into the status and execution of SIP and Lumpsum orders.
  • Monitor clients' investments, withdrawals, and overall portfolio performance.
  • Integrated algorithmic rebalancing mechanisms to intelligently rebalance portfolios based on smart goals.
Seamless index fund investments
Managing goals, funds and allocation

Managing goals, funds, and allocation

  • Alerts and notifications keep clients informed about market trends, fund performance, etc.
  • Admins can view their total investment value, returns, asset allocation, risk profile, and goal progress.
  • Create, modify, and organize baskets of funds based on investment strategies or client preferences.
  • Access relevant fund information, check transaction history, and download transaction statements.

MIS reports and risk profiling assessment

  • Admins can generate custom MIS reports based on specific parameters and timeframes.
  • Export MIS reports in various formats, such as PDF or Excel, for sharing with clients.
  • Admins can dynamically adjust risk levels based on changing market conditions and client preferences.
  • User-friendly risk assessment questionnaire within the admin interface to assess clients' risk profile.
MIS reports and risk profiling assessment

Add-ons features

Features that we implement as add-ons

Market cap breakdown chart

Market cap breakdown chart

Asset allocation

Asset allocation

Fund and order details

Fund and order details

SIP & lumpsum management

SIP & lumpsum management

User account management

User account management

Holding management

Holdings management

Fund basket

Fund baskets

Import external portfolio

Import external portfolio

Sort and filter funds

Sort and filter funds

Risk profile assessment

Risk profile assessment

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 foolproof 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 employed cutting-edge 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 foolproof 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 employed cutting-edge 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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