Title : The use case is for financial planning and brokerage services for both individuals and corporates.

The requirement was to build an online do-it-yourself platform for use by their financial experts and service providers instead of in-person meeting with potential clients.

Our solution  was in the form of a web and mobile application to provide financial advisory and consulting services to our client.

Brief note:  The application enabled online mutual fund transactions for the users along with facilitating them for online tax filing and e-will. The users were assisted in their financial journey by the robo advisory integrated into the application that provided financial risk assessment services, personalized financial plans, and expert guidance to help meet their financial goals. After developing the above functionalities, the organization was able to optimize their business practices through the adoption of a complete paperless digital process. 

Compliance  – The platform is ISO 27001 Information security grade compliant providing the sense of security for the customers. Was approved.by the local stock exchange for data security 

Customer benefits

The application has more than 5,000 mutual funds for the users, with more than 40 Asset management companies providing their 100% paperless investment advisory and support services.