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Mastertrust

Boost user experience of stock brokerage businesses with personalized web app development

Boost user experience of stock brokerage businesses with personalized web app development

Mutual fund app, UI/UX design, Web app development

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

Mutual fund, Financial services

Platform

Web

Links
Website

The project

Redefining mutual fund investments with user-centric web app development

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

A renowned financial services provider sought to simplify mutual fund investment and decision-making for the users. They needed an extensive mutual fund investment platform that also provided their internal teams with strong management tools. They required a scalable platform to manage real-time transacting, deep categorization of funds, and secure data processing for user trust and operational efficiency.

We custom-built a cloud web app specific to mt Wealth’s needs. Combining these to develop an experience that empowers the investor through intuitive interfaces, goal-based planning, SIP calculators, advanced fund comparison tools, etc. With features such as responsive design, risk profiling, and AMC-wise categorization, the platform offers a seamless user experience, powerful, actionable analytics, and scalable infrastructure for mt Wealth.

The design

Wireframes & interface design

Online real estate investment app development

Key features

User research-focused features and functionalities

Diversified investment platform

Personalized investment experience

  • Recommends investment options that align with their risk appetite, ensuring safer investments.
  • Notification system to deliver portfolio insights, fund updates, and goal milestones to users, enhancing engagement.
  • View investments, portfolios, and returns personalized according to their needs for clarity in decision-making.
  • From forms to analytics, it was designed with the end user's journey in mind, making investments feel personal and purposeful.

Advanced technology stack for scalability

  • Handle higher traffic volumes during peak market hours without compromising performance.
  • Delivers NAV updates and fund performance data, improving user confidence in decision-making.
  • Modular coding practices ensure the platform is adaptable for upcoming technologies or new investment categories like ETFs or alternative assets.
  • Implemented server load-balancing techniques to maintain consistent app performance during high user activity, ensuring uninterrupted access for investors.
Seamless index fund investments
Managing goals, funds and allocation

Automation for operational efficiency

  • Reduces the lag in processing SIPs, redemptions, and portfolio updates, providing users with a seamless experience.
  • Built-in reconciliation tools match user transactions with AMC reports, eliminating discrepancies and saving time for mastertrust's operational team.
  • Monthly and quarterly portfolio performance reports are generated automatically, reducing the burden on customer service teams.
  • Identifies trends in user portfolios and offers timely suggestions, such as reallocating underperforming funds.

Comprehensive investment management

  • Mutual fund categories allow users to diversify their investment portfolios effectively.
  • Users can import portfolios from other platforms, providing a consolidated view of all investments.
  • It offers goal-planning features, allowing users to set and track financial objectives such as retirement, purchasing a home, or funding education.
  • Tools like SIP and lump-sum calculators help users project potential returns, aiding in informed decision-making.
MIS reports and risk profiling assessment

More features

Features that we implemented as add-ons

Multi-mode login (Email, Phone, Pan)

Multi-mode login (Email, Phone, Pan)

Portfolio performance heatmaps

Portfolio performance trends

AMC-wise fund categorization

AMC-wise fund categorization

Detailed fund comparison tools

Detailed fund comparison tools

Dark and light mode themes

Dark and light mode themes

Advanced filter for fund selection

Advanced filter for fund selection

SIP return calculator

SIP return calculator

Integrated NAV tracking

Integrated NAV tracking

One-click SIP setup

One-click SIP setup

Quick portfolio import

Quick portfolio import

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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