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Amzsoft InnovexaAmzsoft Innovexa
FintechFrom $18,00010–24 weeks

Mutual Funds Platform

Distribution, SIP engines, portfolio insights, and AMC/distributor workflows.

Mutual Funds

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.

$18,000
  • Fund catalog & SIP
  • KYC onboarding
  • Investor dashboard
  • Launch support
Get started
Most popular

Growth

Full distribution platform.

$45,000
  • SIP automation
  • Distributor/AMC workflows
  • Portfolio insights
  • Admin & reporting
Get started

Enterprise

Multi-market, regulated.

Custom
  • Compliance & audit trails
  • HA infrastructure
  • Advanced integrations
  • SLA + pod
Get started

Prices in USD. Need something specific? Request a tailored quote.

Live demo visuals

Market pulse preview

Mutual Funds Platform · market pulse demo

Demo visualization

Discovery

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.

01

Fund catalog, compare, and SIP / lumpsum flows

02

Distributor and investor roles

03

KYC / e-KYC gates in the journey

04

Portfolio views and reporting

05

AMC / RTA integration mapping

06

iOS, Android, and web clients

Method

How we deliver

  1. 01

    Discover

    Align on goals, constraints, users, and success metrics in a focused workshop.

  2. 02

    Design

    Prototype the experience, architecture, and a delivery plan you can approve.

  3. 03

    Build

    Ship iteratively with QA, security checks, demos, and continuous integration.

  4. 04

    Launch & Optimize

    Go live with monitoring, training, handoff, and a clear optimization loop.

Stack

Technologies we use

View fintech case studies
Next.jsNode.jsGoRustFlutterKotlinPostgreSQLRedisKafkaWebSocketAWSKubernetes

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.

FAQ

Frequently asked questions

Most projects start with a 1–2 week discovery phase. Focused builds often land in 4–16 weeks; larger platform programs run longer with milestone-based releases.

Yes. We support early-stage MVPs through enterprise modernization with the same engineering standards, documentation, and accountability.

We routinely integrate CRMs, ERPs, payment providers, analytics platforms, messaging APIs, and custom backends — mapped during discovery.

A clear problem statement, decision-maker access, and any existing brand/product assets. We’ll turn that into scope, timeline, and a team plan.

Next step

Ready to start Mutual Funds Platform?

Tell us your goals — we’ll recommend scope, timeline, and the right delivery model.