India's Fastest Growing Mutual Fund Distributor Platform
We developed a comprehensive digital ecosystem for Finomatic including a responsive website, investor mobile app, and advisor mobile app to revolutionize mutual fund distribution in India.
About
Finomatic
Finomatic is India's fastest growing mutual fund distributor, partnering with over 30,000 advisors to serve 130,000+ qualified investors. With a mission to democratize wealth management, they provide comprehensive solutions for both investors and financial advisors.
We developed a complete digital ecosystem including a responsive website, investor mobile app for iOS and Android, and advisor mobile app to enable seamless mutual fund transactions, portfolio management, and advisory services.
The platform integrates with multiple AMCs, provides real-time portfolio tracking, KYC management, and comprehensive analytics for advisors to manage their client relationships effectively.
The Challenge.
Visit WebsiteBuilding a comprehensive digital ecosystem to connect 30,000+ advisors with 130,000+ investors while managing complex mutual fund transactions across multiple platforms.
Finomatic needed a robust platform that could handle the rapidly growing network of mutual fund distributors and investors. The challenge was to create three interconnected systems - a website, investor mobile apps, and advisor mobile apps - that worked seamlessly together while maintaining simplicity for end users.
The platform required integration with multiple Asset Management Companies, real-time portfolio tracking, automated KYC verification, secure payment processing, and comprehensive analytics for advisors. Additionally, the mobile applications needed offline capabilities with automatic synchronization when connectivity was restored.
Services Offered
Website Development
Building a comprehensive mutual fund distribution platform with real-time portfolio management
Investor Mobile Apps
Developing iOS and Android apps for investors to track investments and manage portfolios
Advisor Mobile Apps
Creating powerful apps for advisors to manage clients and track business performance
AMC Integration
Implementing seamless integration with 40+ Asset Management Companies and payment gateways
The Solution.
We created a comprehensive three-platform ecosystem: a responsive website, investor mobile apps for iOS/Android, and advisor mobile apps. The solution features real-time portfolio tracking, seamless AMC integration with 40+ companies, secure KYC management, and powerful analytics dashboards for advisors.
Team Composition
Full-stack developers
Mobile app developers (iOS & Android)
UI/UX designers
QA engineers & DevOps specialists
Seamlessly integrated website and mobile apps (iOS & Android) for both investors and advisors, providing consistent experience across all touchpoints with offline capabilities and automatic sync.
Live portfolio tracking with real-time NAV updates, performance analytics, transaction history, and comprehensive reports for investors and advisors to monitor mutual fund investments.
Direct integration with 40+ Asset Management Companies, automated KYC verification with Aadhaar, e-mandate setup, and streamlined onboarding process for new investors.
Powerful dashboard for advisors to manage 130,000+ client relationships, track business performance, commission management, and comprehensive analytics to grow their practice.
Integrated payment gateways with bank-grade security, automated transaction processing, and detailed financial reporting for complete transparency.
Real-time push notifications for NAV changes, transaction updates, portfolio milestones, and important market events to keep users informed.
The Impact.
Within 18 months of launch, Finomatic transformed into India's fastest-growing mutual fund distribution platform:
30,000+ advisors actively managing their mutual fund distribution business on the platform- 130,000+ investors tracking and managing their mutual fund portfolios
- 750+ daily active advisors using the dashboard for business management
- 40+ AMC integrations enabling seamless mutual fund transactions
- 4.8/5 star rating across iOS and Android app stores from satisfied users