Comprehensive Mutual Fund Portfolio Management Website
₹12500-37500 INR
Closed
Posted 4 months ago
₹12500-37500 INR
Paid on delivery
1. I am mutual fund distributor and want to create a mutual fund website with following details.
Auto Data updation - Folios, Transactions, and Systematic Investments Files. So no need to worry about data management and daily calling of files from RTAs
All Assets- can be imported into the system and presented in the Portfolio reports
Shares and Bonds- with the option to upload contract notes.
Fixed Deposits,
PMS and
Other Assets (e.g. Real Estate, Art, Gold, etc.)
Equity Share's Dividend and Bond's Interest are calculated internally
CAS Import - Include your client's investments in other ARN codes or Direct schemes.
Insurance - Enter and record data for Life Insurance and General Insurance. Generate Premium due reminders
Client login - With no limit on no. of clients. So you can choose to provide your clients with your services from Anytime & Anywhere.
Mobile App - Client and Advisor login access to Mint Android and iOS App. To view the portfolio and transact online.
Portfolio Reports - Multiple Portfolio reports with CAGR Returns, Absolute Returns, and XIRR Returns
Portfolio Return - for currently held units
Portfolio Summary - returns for a specific period or since inception
Allocation Analysis
Transaction Statement/ Account Statements
Download SOA for specific folios.
Capital Gain Reports - Generate both Realized and Unrealized Capital Gain
Showing Long Term and Short Term Gain with grandfathering,
Long-term debt indexation,
Dividend Stripping.
ITR filing quick report.
NSE/BSE/MFU Online Transaction - Invest in MF in multiple schemes simultaneously with a Mutual Fund Cart. Video KYC facility is available.
Download SOA - Real-time download of SOA in 1 click for all AMCs.
Security Exposure Report - Find Client- and scheme-wise AUM exposure to specific Shares and Bonds that may have defaulted.
Brokerage Report month-wise - View brokerage income received across all
Funds,
Scheme
Category
Sub Broker/Associates
Relationship Managers
Clients.
Detailed Transactions
Earning Rates
Email Schedule Reports - Send Portfolio and other reports to clients on a custom-defined frequency.
Google sign in - No need for you and your clients to remember another User id and Password.
Tools -
CAS Uploaded Model Portfolio,
Portfolio Analysis report for prospects,
Top schemes,
Rolling Return Calculator,
Factsheets,
KYC forms
Goal Planner
Pre Filled MF Forms
CRM -
Investor Profile,
Family grouping,
Task manager - creation and delegation to team
Birthdays
SIP/STP due reminders
Various Alerts - FMP Maturity, FD Maturity, Insurance Renewals
Client Acquisition Report
Cross Sell Report - All product opportunity report
Document Manager/Vault - Upload and store client's important documents like PAN, Date of Birth proof, Aadhar, Passport, etc
AUM Growth Report, SIP Book Growth Report, Cash Flow Report, etc offer in-depth analysis of your Business metrics.
Security - Data security and reliability of the cloud. Bank-level security.
Hi
I could create your website as per your requirement. I am professional website developer having 11 years of working experience.
Cost and timeline will be confirmed in chat after a complete understanding of the requirements. Waiting for your positive responses.
Thanks & Regards
Techwelfare
Hello! Transform your business with a cutting-edge Mutual Fund Portfolio Management website.
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I'm Ashish Sharma, a full-stack developer with 10+ years' experience building robust CRM/ERP systems for leading Indian companies. My expertise perfectly aligns with your needs.
* Auto data updates from RTAs
* Comprehensive portfolio reporting (CAGR, XIRR, etc.)
* Client & advisor mobile app (Flutter)
* Secure online transactions (NSE/BSE/MFU)
* Integrated KYC & document management
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My process: Detailed requirements gathering, design, development, rigorous testing, and deployment. I'll utilize my skills in PHP, MySQL, Laravel, Flutter, and more, ensuring a secure, scalable solution.
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Timeline: 6-8 weeks.
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Cost Estimate: ₹ 25000.00 (A detailed breakdown will be provided upon discussion of your specific needs). Includes 1 year of free hosting, domain, support, and email.
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Benefits: Increased efficiency, client satisfaction, and business growth. You gain a powerful tool for managing your portfolio, enhancing client relationships, and expanding your business.
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Let's discuss your project in detail and bring your vision to life. Contact me today!
i have 13 years Experience in same required Skills, We already did kind of project many times, We provide support for over 150 technologies worldwide, ensuring comprehensive solutions for our clients. Our global reach allows us to connect with diverse industries and address various technological needs. We pride ourselves on delivering reliable and efficient support services. Our dedicated team is available 24/7 to assist with any technical issues. Partner with us to experience seamless and innovative technology support
Dear Client !!
We at RoundWeb Infotech propose the development of a feature-rich Mutual Fund Portfolio Management website tailored to your needs as a mutual fund distributor. Our solution will include automated data updates for folios, transactions, and systematic investments, eliminating manual file management. The platform will support multiple asset classes, including shares, bonds, fixed deposits, PMS, real estate, and more, while also calculating dividends and bond interest internally. Clients will have seamless login access via the web and mobile apps (iOS & Android), allowing them to view their portfolios, track investments, and conduct transactions online. The system will generate detailed portfolio reports with CAGR, absolute, and XIRR returns, capital gain analysis, allocation summaries, and tax-related insights. Additionally, online mutual fund transactions will be integrated with NSE/BSE/MFU, enabling real-time investment with a mutual fund cart and video KYC. A comprehensive CRM module will facilitate investor profiling, family grouping, SIP/STP due reminders, alerts, and document management. Security will be a top priority, with bank-level encryption to ensure data reliability. Our goal is to provide a seamless, scalable, and efficient solution that empowers you to manage your business effectively while delivering a superior experience to your clients. We look forward to collaborating with you on this project.
Best regards
RoundWeb Infotech
As a tech professional with over 8 years of experience in Mobile App development, I bring a rich toolkit and an agile approach to transform your vision for the Comprehensive Mutual Fund Portfolio Management Website into a reality. My exposure to Native Android, iOS, React-Native, and Flutter makes me well-suited to handle the diverse array of functionalities you require for your project. Whether it's Auto Data updation, integrating financial assets, Dividend Interest calculations or PMS handling, my proficiency maps to almost all the services you need
Moreover, I have strong expertise in PHP, which will be valuable in building powerful modules like CAS Import and generating comprehensive reports like Capital Gain Reports. Your project also demands data security and cloud reliability which are some of my key strengths having handled 100+ Projects successfully.I aim to provide work that is always ahead of time while assuring the highest level of quality.I am known in the industry to deliver on both client expectations and project deadlines
A major advantage of working with me is my proven adaptability to handle large-scale projects effectively, and I believe I can turn this vast amount of data into actionable insights for your clients. In short, choosing me means entrusting your project to someone who combines technical expertise with a meticulous work ethic. It will be an honor to be part of your vision for making client experiences in Mutual fund management more hassle-free
Hello, I see that you need Comprehensive Mutual Fund Portfolio Management Website
and trust me, my expertise makes me the best candidate for this task.
I offer the best quality work within an affordable budget!
Check out Portfolio from my profile:
✅ https://www.freelancer.pk/u/HumaKanwal1
Let's connect in chat so that we can discuss further in detail.
Thank you for reaching out! I’d love to help you develop a robust mutual fund website with automated data updates, portfolio tracking, client login, mobile app integration, and comprehensive reporting features. With experience in financial technology and investment platforms, I can ensure seamless data management, security, and an intuitive user experience for both clients and advisors.
I’d be happy to discuss how we can implement real-time updates, transaction management, capital gain reports, and brokerage tracking to streamline your operations. Let’s connect to explore your vision and build a powerful solution tailored to your needs.
I think I am the perfect fit for your project.
I understand the need for clean, user-friendly, and automated financial website solutions.
I am expert in developing seamless, integrated systems with automated data updation, detailed portfolio reports, and secure client logins.
While I am new to freelancer.com, I have extensive experience in creating similar projects outside the platform.
I’d love to chat more about your project!
Regards, Carlo.
I propose developing a secure, cloud-based mutual fund platform with automated data updates, portfolio management, CRM, client login, mobile app access, transaction processing, advanced reports, and investment tools. It will integrate with RTAs for real-time folio updates, support multiple asset classes, provide brokerage reports, offer goal planning, and include a document vault. The system will feature AI-driven alerts, Google sign-in, and NSE/BSE/MFU transactions, ensuring seamless investor engagement and business growth. The platform will be built using React, Node.js, and PostgreSQL for performance, security, and scalability.
