We design and engineer custom mutual fund apps in India for the way your teams advise, transact, report, and grow. Launch investor, advisor, and operations experiences with the integrations and ongoing technology support your business needs.
For AMCs, mutual fund distributors, RIAs, stockbrokers, wealth managers, and fintech brands in India.
ONDC
A white-label app can help you launch quickly. A custom-built mutual fund app gives an established business the control to differentiate, scale, and execute its own ideas.
A practical option when speed and standard functionality matter more than product differentiation.
A product owned around your brand, operating model, customer journeys, and long-term growth strategy.
You have customers, operations, and a growth plan, but no app that brings the experience together.
Your brand, workflows, and product ideas are constrained by a platform you cannot fully control or scale.
Need to launch with proven journeys first? Compare our ready-made mutual fund app solution.
We combine experience building investment journeys, transaction workflows, data products, and back-office systems with practical AI product engineering.
People want answers that understand their context, not another menu to search.
AI can reduce repetitive preparation and service work while keeping people in control.
Connected product and operational data can power more relevant experiences and decisions.
AI should assist, explain, and route work—not silently make regulated decisions. We design for approved knowledge, permissions, traceability, human review, and measurable quality.
Domain expertise, premium product design, dependable engineering, and long-term support from one team.
Onboarding, KYC, transactions, portfolios, advisor tools, and operations.
Your systems, business goals, budget, and timeline define the release plan.
Copilots and AI-first journeys grounded in approved data and human control.
Strategy, UX/UI, development, QA, launch, and support as one coordinated team.
Specialists who work alongside your organisation.
One team from discovery through launch and support.
Start focused, prove value, and expand in stages.
Integration is where a mutual fund product becomes operational. We help connect transaction execution, market data, external portfolios, KYC services, feeds, and broker ecosystems.
Automated data import, validation, and reporting workflows.
Automated data import, reconciliation, processing, and reporting workflows.
Zerodha, Angel One, Alice Blue, Fyers, Groww, and other APIs relevant to your product model.
The final integration map depends on provider access, commercial agreements, API availability, compliance requirements, data ownership, and the workflows selected for your release.
Scope the investor experience, advisor workspace, operations console, and integration layer as one connected product—or start with the highest-value release.
The investment depends on the platforms, user roles, workflows, integrations, data responsibilities, security requirements, and first-release scope. We begin with discovery and provide a phased estimate instead of a misleading one-size-fits-all price.
We can design role-based access, consent records, audit trails, encryption, monitoring, backups, testing, and operational controls around the agreed architecture. Final regulatory responsibilities, approvals, and provider agreements remain aligned with your business model and authorised partners.
Explore mutual fund integrationsEvery engagement is adapted to your product, systems, and priorities. The process stays transparent, collaborative, and focused on useful decisions.
We understand your proposition, audiences, current workflows, commercial priorities, partner systems, and regulatory context.
We turn the opportunity into a practical first release, balancing customer value, operational readiness, time, and budget.
We design the experience before heavy engineering begins, making journeys, states, rules, and visual direction clear.
We develop in visible increments, connecting the selected APIs and operational systems while reviewing progress with your team.
We test complete journeys, integration behaviour, permissions, failure states, performance, and operational handoffs.
We support rollout, monitor real behaviour, resolve early issues, and turn feedback and usage into the next release plan.
A product idea, an existing app, a set of APIs, or a workflow held together by spreadsheets is enough to start.
Get an experienced team across product strategy, design, engineering, integrations, QA, releases, and ongoing support. We maintain the technology, add new features, and evolve the platform with your business—without the cost and complexity of building an in-house tech team.
Give teams one place to understand client holdings, service needs, recurring investments, and pending actions so growth is not limited by back-office coordination.
Connect goals, risk conversations, recommendations, reviews, and communication in an experience that reflects how your practice actually advises.
Add mutual funds without creating a disconnected destination, while retaining the product quality and control expected from your wider brand.
A serious build benefits from honest constraints. Here are the questions that usually shape the first conversation.
It depends on the first release, integration readiness, number of surfaces, and the level of workflow depth. We scope discovery first, then propose phased delivery rather than attaching an arbitrary promise to an undefined product.
Yes. We begin by mapping the systems you already use: fund data, transaction rails, KYC, payments, CRM, notifications, analytics, identity, and reporting. The engagement can include integrating with those systems, using Finvesto APIs, or deciding where each responsibility should live.
Cost depends on the platforms, user roles, workflows, integrations, security requirements, and release scope. After discovery, we provide a phased estimate for the first release and the product roadmap rather than quoting an arbitrary fixed package.
We can design and build integrations with transaction rails such as BSE StAR MF, NSE MF, and MFU, subject to your provider access, eligibility, commercial agreements, available APIs, and the workflows selected for the product.
We can design and build integrations with ONDC, Cybrilla, and Fintech Primitives APIs, subject to your provider access, eligibility, commercial agreements, available documentation, API capabilities, and the workflows selected for your product.
Yes. A custom engagement can include investor mobile and web experiences, advisor or distributor workspaces, and admin and operations consoles. The first release is prioritised around the users and workflows that create the most business value.
Security is defined with the architecture and can include role-based access, encryption, consent records, audit trails, monitoring, backups, secure development reviews, and testing. The final controls depend on your data flows, infrastructure, partners, and regulatory responsibilities.
White-label starts with an established product surface and adapts branding and selected configuration. Custom development starts with your proposition, user journeys, business rules, and operating model. A practical path can combine both: launch a focused foundation, then replace or extend the areas where differentiation matters.
That is common and useful to surface early. We can work from sample payloads, spreadsheets, process diagrams, partner documentation, and known constraints to create an integration readiness list. The plan can then distinguish what needs a partner decision from what can be built in parallel.
Your team should. We document product and technical decisions, establish a release and support rhythm, and can continue as an engineering partner for enhancements, integrations, maintenance, and the next stage of the roadmap.
That is the point of a phased build. We create reusable foundations for roles, data, design, permissions, and integrations so future journeys can be added without turning each new requirement into a separate product.
Looking for general product and API information? Read more Finvesto FAQs or talk to the Finvesto team.
Tell us where your business needs to go. We will help you define the right first release, the technology path, and the detail that sets it apart.
