finance mobile app development india


Be Available Everywhere With
your Finance App

  • Always be within hands reach with State of the Art mobile apps
  • Android - 25 lakh Indians use an Android phone Daily. Be part of a daily experience.
  • Iphone - 85% HNIs conduct business through their Iphones.Tap into the HNI market


Explore Apps made by us

Key Features

Investors today want the same type of on-demand service that they’ve come to know and expect from other services they use in their daily lives. Clients can access their complete financial picture anytime, and prospective clients can utilize your app to quickly onboard and begin investing with you, leading to a better experience.

Client Onboarding

 Simple design, built with beginners and experts in mind.
 Sign up in minutes, one-time KYC process within the app.
 Verify your KYC/Video KYC available.
 Invest in the ready-made basket of mutual funds recommended by experts.
 Buy and sell mutual funds, or start SIP with few taps.
 Start SIP or invest one time (Lumpsum).
 All mutual fund companies (AMCs) are supported on Mutual Fund app.
 View Fact sheet of all Schemes.
Client Onboarding
Mutual Fund Portfolio Tracker

Mutual Fund Portfolio Tracker

 Dashboard to track all your overall investments snapshot
 Track your existing investments.
 Track your annualized returns and total returns
 Check details of holdings and mutual funds
 Track your Family’s Investment.
 Transaction details and order history.

Mutual Fund Portfolio Tracker

 Dashboard to track all your overall investments snapshot
 Track your existing investments.
 Track your annualized returns and total returns
 Check details of holdings and mutual funds
 Track your Family’s Investment.
 Transaction details and order history.
Mutual Fund Portfolio Tracker

Invest with a Purpose

 Define Goals in line with your Life Plan
 Track when the Goal will be met
 Invest to cover Shortfall in all Goals
 All Goal format supported with customizability
Client Onboarding
The Mobile App shall serve your
New Iinvestors

New Investors

Create an investment account under your ARN, Complete Video KYC, Create AutoPay Mandate and Transact right away. New users can get to know about your Brand.

Existing Investors

Existing Investors

View Portfolio Details, Processed Transactions & to Transact in existing Folios. Users can choose from your selected Baskets of schemes to Invest.

Your Team

Your Team

Login for Relationship Managers, Sub Brokers and Admin. View important Business metrics. All the assigned client portals under User can be opened from your team’s User logins.

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Need any help?
3rd Floor, Plot No. 28
Opposite Medanta Hospital
Institutional Area, Sector 32
Gurugram, Haryana - 122003
  0124-4707474 (10 lines)
CIN U72900HR2000PTC079800
GST 06AAACE8827E1ZR
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