A prominent global brand seeking a comprehensive investment tracking solution for its Indian users, covering diverse asset classes. ValueCoders delivered a unified platform enabling effortless portfolio management, real-time performance insights, and seamless advisor-client collaboration.
The client’s platform enables Indians to consolidate their investments across platforms and gain complete visibility into portfolio performance across asset classes.
Users can track their investments in stocks, Mutual Funds, Bonds, F&O, PMS, AIF & many other assets.
Along with this, they can manage their investments in stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes
The platform allows users to track Absolute Gain and Annualised Return (XIRR) for all assets and portfolios.
Moreover, the Advisors can maintain client investments in category-wise & family-wise portfolios and import PMS & AIF statements.
| Key Challenges | Solutions |
| Creating charts | Creating charts was a new task for the developer. We did detailed research, and the entire team came up with creative solutions to make the project a success. |
| Creating custom calendar | Under the guidance of seniors, the assigned developer did R&D and applied impactful solutions. |
Initially, the ValueCoders team started gathering all the information about the project, like which features to implement and services required.
Soon, the team followed a module-wise approach to implement the changes and features after thoroughly going through the client’s website.
Process
After gathering all the information, our developers implemented the code structure for adding UI to the Mobile app.
Architecture
The project aimed to implement a mobile app depicting charts & cards with amount value and other things.
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