Shubhchintak - Portfolio Management

Overview

The client is one of the leading Asset Management Mutual Fund houses in India with 1.8 M active investor base.

Challenges

The client was proposing to develop and implement a portfolio management tool for its customers and financial advisor.

Solution

MindWorx designed and developed web portal and tab based solution with rich user experience. The solution comprised of comprehensive mutual fund portfolio management with a value added feature of financial planning.