FEATURED
    Fintech Platform

    Fundswala – Smart Mutual Fund & Wealth Investment Platform

    Fundswala is a next-generation online mutual fund investment platform and mobile app delivering zero-commission investing, automated SIPs, instant paperless KYC, and comprehensive wealth portfolio tracking for retail and HNI investors.

    TECHNOLOGY

    React
    Node.js
    Express.js
    MongoDB
    NSE / BSE Star MF API
    Redis
    +2 more

    INDUSTRY

    Fintech / Wealth Management / Mutual Funds

    TIMELINE

    4 months

    PLATFORM

    Web & Mobile App (React & Native)

    Key Features

    Instant Paperless Video KYC Onboarding
    One-Click SIP & Lumpsum Investments
    Direct Exchange Integration (NSE/BSE MF)
    Real-Time Portfolio Tracking & Performance Analytics
    Goal-Based Wealth Planning Tools (Retirement, Children, Tax Saving)
    Automated Bank Mandate (e-NACH, Net Banking & UPI)
    Fundswala – Smart Mutual Fund & Wealth Investment Platform
    10K+ Investors
    Impact / Reach
    4.9★
    Client Rating
    100%
    Satisfaction

    Challenges

    Challenge 1

    Ensuring ultra-secure, SEBI & AMFI-compliant data transmission and bank-grade encryption

    Challenge 2

    Integrating complex real-time mutual fund NAV feeds and order routing with stock exchanges

    Challenge 3

    Building an intuitive, friction-free onboarding flow for first-time retail investors

    Solutions

    Solution 1

    Architected end-to-end encrypted microservices compliant with Indian financial regulatory frameworks

    Solution 2

    Integrated automated NSE/BSE order engines with real-time NAV calculations and portfolio rebalancing

    Solution 3

    Designed a streamlined 3-step KYC verification pipeline with instant bank penny-drop validation

    Outstanding Results

    The success metrics speak for themselves - delivering measurable business impact

    10,000+
    registered investors onboarded within first 6 months
    ₹25Cr+
    mutual fund assets under management (AUM) seamlessly tracked
    99.98%
    successful order processing rate across all AMCs
    5x
    reduction in customer onboarding and verification time
    4.8★
    user satisfaction rating for clean financial insights and ease of use