RFINCARE Financial Product Comparison Extension

Global UI/UX Requirement (Applies to all milestones): Every marketplace and product page must feature a side menu filter with auto-hide functionality for every product filter. The appearance must be highly user-friendly, visually enriched, and optimized for both desktop and mobile layouts. Milestone 1: Foundation UI, Credit Cards & Insurance Marketplaces Focus: Establishing the global design language, building the core comparison layout, and launching the two most data-heavy consumer products. Deliverables & Scope: Global Filter UI: Implementation of the auto-hiding side menu filter with a visually enriched, user-friendly interface. Credit Card Marketplace: Categories: Cashback, Travel, Fuel, Airport Lounge, Shopping, Premium, Business, Student, Secured, RuPay, UPI, Co-branded. Filters & Comparison: Annual/Joining Fee, Reward Points, Lounge Access, Fuel Surcharge Waiver, Movie/Dining Benefits, Insurance Cover, Forex Charges, EMI Conversion. Insurance Marketplace: Life Insurance: Term, Whole Life, Endowment, ULIP, Child Plans, Retirement, Pension, Guaranteed Income. Health Insurance: Individual, Family Floater, Senior Citizen, Critical Illness, Cancer, Diabetes, OPD, Maternity, Personal Accident. Motor Insurance: Car, Bike, Commercial, Taxi, EV. Service Portals: Flows for New Policy, Renewal, and Claim Assistance. Milestone 2: Core Investment & Fixed Income Ecosystem Focus: Building the wealth-generation side of the platform, focusing on market-linked and fixed-return products. Deliverables & Scope: Mutual Fund Marketplace: Categories: SIP, Lumpsum, ELSS, Debt, Liquid, Hybrid, Flexi/Mid/Small/Large Cap, Index, ETF, International. Filters & Comparison: Returns, Risk, Expense Ratio, Fund Manager, AUM, Rating. Fixed Income Marketplace: Categories: Fixed Deposits, Corporate FD, NBFC FD, Senior Citizen FD, Tax Saving FD, Recurring Deposit. Filters & Comparison: Interest Rate, Lock-in, Premature Withdrawal, Monthly/Quarterly Interest. Investment Marketplace: Assets: Sovereign Gold Bonds, Digital Gold, Gold/Silver ETF, RBI Floating Bonds, Government Securities, Treasury Bills, Corporate Bonds, REIT, InvIT. Post Office Investment Products: Schemes: PPF, NSC, KVP, Sukanya Samriddhi, SCSS, MIS, Time Deposit, RD. Features: Calculators, Eligibility criteria, Returns/Maturity value tracking, Tax benefit highlights. Milestone 3: Planning Hub, Government Schemes & Mega Calculator Engine Focus: User retention and SEO generation. Launching advisory sections and the massive calculator library to drive organic traffic. Deliverables & Scope: Financial Calculators (50+ SEO Goldmine): Core list: EMI, SIP, SWP, Lumpsum, FD, RD, PPF, NSC, Home/Business/Car/Education Loan, GST, Income Tax, Inflation, Retirement, Loan Eligibility, Credit Card EMI, Debt Consolidation, Net Worth, Compound Interest. Retirement & Tax Planning: Retirement: Pension Calculator, Corpus Planner, NPS, Annuity Plans, SWP Calculator. Tax Saving: ELSS, Tax Saving FD, NPS, ULIP, Term Insurance, HRA/Income Tax/Capital Gain Calculators. Wealth Management: Modules: Portfolio Analysis, Goal Planning, Child Education, Marriage, Wealth Creation, Estate/Succession Planning. Government Schemes (Information & Eligibility): Programs: PM Mudra, PMEGP, Stand-Up/Startup India, Atal Pension Yojana, NPS, PMJJBY, PMSBY, Ayushman Bharat, Solar/MSME/Agriculture Subsidies. Milestone 4: Unified Customer Dashboard & Advanced Comparison Engine Focus: Tying the entire ecosystem together for the logged-in user and finalizing the deep comparison logic across all products. Deliverables & Scope: Advanced Comparison Engine (Applied Globally): Integration of deep filtering logic across all M1, M2, and M3 products. Parameters: Interest/Return Rate, Processing Fee, Eligibility, Tenure, Min Investment, Max Coverage, Claim Settlement Ratio, Lock-in, Tax Benefits, Customer/Provider Ratings, TAT, Cashback/Rewards, Hidden Charges, Required Documentation. Unified Customer Dashboard: Portfolio Views: Active Loans, Insurance Policies, SIP/Investment Portfolio, Fixed Deposits, Credit Cards. Tracking & Alerts: Credit Score, Monthly EMI Calendar, Financial Health Score, Renewal Alerts, Claim Status. Utility & Upsell: Document Vault, Personalized Product Recommendations based on profile data.

Project ID: 40554103