Mutual Funds Platform
Distribution, SIP engines, portfolio insights, and AMC/distributor workflows.
What this covers
Built for the buyer evaluating mutual funds platform
We build mutual-fund distribution experiences for regulated markets — the same class of work as Classia Capital (SEBI & AMFI registered) on iOS, Android, and web.
Pricing
Plans that fit your budget
Transparent, mid-market pricing — pick a tier or ask for a custom quote. Final scope is confirmed in a free consultation.
MVP
Distribution MVP, fast launch.
- Fund catalog & SIP
- KYC onboarding
- Investor dashboard
- Launch support
Growth
Full distribution platform.
- SIP automation
- Distributor/AMC workflows
- Portfolio insights
- Admin & reporting
Enterprise
Multi-market, regulated.
- Compliance & audit trails
- HA infrastructure
- Advanced integrations
- SLA + pod
Prices in USD. Need something specific? Request a tailored quote.
Live demo visuals
Market pulse preview
Mutual Funds Platform · market pulse demo
Demo visualizationDiscovery
1–2 weeks
Delivery model
Dedicated pod
Engagement
10–24 weeks
Scope
What’s included
A clear delivery package — so stakeholders know exactly what ships.
Fund catalog, compare, and SIP / lumpsum flows
Distributor and investor roles
KYC / e-KYC gates in the journey
Portfolio views and reporting
AMC / RTA integration mapping
iOS, Android, and web clients
Method
How we deliver
- 01
Discover
Align on goals, constraints, users, and success metrics in a focused workshop.
- 02
Design
Prototype the experience, architecture, and a delivery plan you can approve.
- 03
Build
Ship iteratively with QA, security checks, demos, and continuous integration.
- 04
Launch & Optimize
Go live with monitoring, training, handoff, and a clear optimization loop.
Stack
Technologies we use
Regulated product systems
Built for teams that need clarity
White-label platforms with compliance-ready workflows.
Market-ready frameworks
Mutual funds, forex, crypto, wallets, and advisory stacks you can brand and ship.
Compliance-aware UX
KYC, AML, audit trails, and onboarding flows designed for regulated markets.
Ops dashboards
Risk, reconciliation, and admin tooling that operations teams actually use.
Keep exploring
Related capabilities
Teams often pair this with the capabilities below.
FAQ
Frequently asked questions
Next step
Ready to start Mutual Funds Platform?
Tell us your goals — we’ll recommend scope, timeline, and the right delivery model.