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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.

Benefits

  • Faster go to market
  • Very user friendly and addictive application
  • Intuitive User experience
  • Ease of financial planning
  • Ease of tracking MF investment performance
  • Usage on the go

Tab Based App

Tab Based App

Tab Based App

Tab Based App

Emergency Planning

Emergency Planning

Goals - My Dreams

Goals - My Dreams

Succession Planning

Succession Planning

Partner Dashboard

Partner Dashboard

Dashboard

Dashboard

Dashboard

Dashboard

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Speciality Business Centre, Office no. 304-305, Balewadi Road, Balewadi, Pune - 411045, India

+91 808 716 6668

+91 808 726 6668

+91 808 736 6668

sales@mindworxsoftware.com

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