Services

Portfolio About us
Menu Icon

Mintd

Mutual fund investment platform to
grow your money for a bright future.

Mutual fund investment platform to grow your money for a bright future.

UX/UI design, Web-based investment platform, Back office system

Mutual Fund Investment Platform
Industry

Fintech - Investment

Platform

Web

Numbers

100K + Visitors

The project

User-friendly Mutual fund investment web app for advisors and distributors

Mutual Fund Investment Platform

The vast amount of financial information on the web confuses people, so the investment app was built to reduce the confusion by recommending mutual funds and allocation based on their risk appetite. Evoqins streamlines the risk-based mutual fund investment process by providing a platform to strengthen business values for our customers. The system asset management algorithm will provide superior risk-adjusted returns based on customers’ risk psychology questionnaire answers.

The web app simplifies the mutual fund investment process and helps its customers to make solid investment decisions. Customers can decide precisely where and how much they want to invest based on their risk score. The interface is user-friendly, and the payment process, whether SIP or Lumpsum, is secure. The app supports interaction with Razorpay, UPI, and net banking for better scalability.

The design

Wireframes & interface design

Mutual Fund Investment Platform

Key features

Features implemented based on extensive user experience

Mutual Fund Investment Platform

Easy risk assessment and order placement

  • Personalized risk analysis questionnaire to determine risk tolerance.
  • Assigns the portfolio to customers based on the risk score of a scale of 0.5 to 10.
  • Recommends an asset allocation based on the psychological approach to risk.
  • Seamless auto-debit for customer convenience by choosing a monthly SIP date.

Module for tracking your entire wealth

  • Detailed overview of the customer’s ongoing and past asset allocations.
  • Customers can track their investments in the top 4 asset classes, such as US equities, India small-cap equities, India mid-cap equities, and India large-cap equities.
  • Track your wealth with the help of the new Mintd 360 feature.
  • No hassle of reading spreadsheets as it provides a simplified chart view.
  • NSDL CAS statement reading and return analysis.
  • Auto fetching of equity and mutual fund holding using PAN number.
Mutual Fund Investment Platform
Mutual Fund Investment Platform

Dashboard overview to manage investment

  • Get the current value, the amount invested, and the total returns overview.
  • Overview of the portfolio performance from the first deposit to now.
  • Breakdown of all your asset class allocation's current weight in percentage.
  • Detailed page for each asset class and mutual fund to know the NAV, target weight, and sector allocation.
  • Download option capital gain, transactions, and current holding reports.

Rebalance and edit score

  • Duration for rebalancing is determined based on the degree of the goals.
  • Tune-up mutual fund investments to ensure risk tolerance aligns with the customer’s financial goals.
  • Refresh or edit risk score with a specific reason with the admin's approval.
  • Customers can also remove risk scores if they are better at risk management.
  • Set risk score yearly, half-yearly, or quarterly depending on the mutual fund investment plan.
Mutual Fund Investment Platform

Add-on features

Features that we implemented as add-ons

Razor payment gateway

Easy payment gateway

E-mandate for SIP

Fund recommendation

Risk management algorithm

E-mandate

Manage asset classes & funds

Funds news and updates

Manage SIPs

Penny drop bank verification

Manage risk score

Live investment data

Integrated back office system

Personalized portfolio

Capital gain report

Manage SIPs

Transaction and holding details

Video-based KYC verification

Product tour

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

Evoqins a software development company
Enqyiry send successfully