Risk Profiling
Map each client to a risk band before a rupee is invested.
Investing
Wealth, On Autopilot
We build wealth management and robo-advisory platforms that profile risk, recommend model portfolios, automate SIPs and rebalancing, and show every client exactly how their goals are tracking.
- Risk profiling and goal planning
- Model portfolios and rebalancing
- Automated SIPs and investments
- Clear goal and performance tracking
Overview
Advice That Scales
Good advice used to need a human for every client. A robo-advisor scales it, profiling risk, matching a model portfolio to each goal, and keeping investments on track with automated SIPs and rebalancing.
We build the engine and the experience, goal planning, fund and equity baskets, mandate-driven SIPs, and dashboards that make progress toward retirement, a home or a child's education feel tangible.
What you get
- Risk profiling questionnaire
- Goal-based planning and projections
- Model portfolios and baskets
- Automated SIPs via mandates
- Periodic and threshold rebalancing
- Client dashboards and reports
From Goal to Portfolio
Personalised, automated investing that keeps every client pointed at their goals.
Goal Planning
Projections for retirement, a home or education goals.
Model Portfolios
Curated fund and equity baskets matched to each profile.
Auto SIPs
Mandate-driven recurring investments that run themselves.
Rebalancing
Threshold and calendar rebalancing back to target weights.
Tracking
Clear performance and goal progress for every client.
Our Delivery Process
Four disciplined stages, a fixed milestone plan, and staging you can watch from day one.
Discovery
Requirements, compliance scope, target users and the metrics that define success.
Architecture
A secure, scalable architecture, the integrations mapped and a fixed milestone plan.
Build & Integrate
Built in two-week sprints, wired to your payment and banking rails, tested on live staging.
Launch & Support
Security hardening, zero-downtime go-live, source and IP handover, then ongoing support.
The Fintech Toolkit
Portfolio Engine
Robo Logic
SIP Mandates
React
PostgreSQL
Encryption
Wealth & Robo-Advisory Questions
Yes. We build baskets across mutual funds, equities and ETFs, and integrate with the platforms and RTAs that execute and hold them.
You set target weights and thresholds. The engine flags or executes rebalancing when a portfolio drifts too far or on a set schedule.
Yes. We build hybrid models where an adviser can review, adjust and approve the robo recommendations before they reach the client.
We build to the workflows a registered investment adviser or distributor needs, including risk profiling and audit trails. Registration stays with you.
Ready to build in fintech?
Tell us your product idea and your compliance needs. We come back with an architecture, a milestone plan and a fixed number.
- Free consultation
- NDA signed upfront
- Fixed milestone pricing