Mutual Fund Investment Platform Creation

Budget: ₹750 - ₹1250/hr

Build a Corporate Treasury Investment Platform for a SEBI-Registered Wealth Management Firm

About the Project We are a SEBI-registered wealth management firm (Aureva Capital Private Limited, aurevawealth.com) building a platform for corporates (Pvt Ltd, LLPs, Proprietorships) to invest their idle treasury funds into Mutual Funds, Bonds, PMS, and AIFs — all in a compliant, fully digital manner.

The platform serves two audiences: corporate clients who invest and view portfolios, and our internal team (Relationship Managers, Ops, Admin) who onboard clients and manage transactions on their behalf.

Core Features

• Corporate Onboarding: Entity-specific KYC flows, document uploads, authorized signatory management, configurable approval models (single / maker-checker / joint).
• Mutual Fund Transactions (NSE MF platform): Lumpsum, SIP, STP, SWP, Switch, Redemption. Investments surfaced by time horizon. Both self-service and RM-initiated flows.
• Bond Transactions (Bond Platform API): Bond listing with coupon, yield, rating, and cash flow schedule. Client selects and pays; order routed via API.
• PMS / AIF (Display Only): Client expresses interest online; sale happens offline. Ops team manually enters portfolio data shown on client dashboard.
• Portfolio Dashboard: Consolidated view across MF, Bonds, and PMS/AIF with capital gains report (STCG/LTCG), transaction history, and asset allocation.
• Admin & RM Panel: Onboarding pipeline, transaction management, portfolio visibility.
• Role-Based Access Control: Admin, RM, Ops, and Client roles.

Mandatory Integrations

• NSE MF Platform (MFSS / NMF-II)
• CVL KRA — KYC Verification
• AuthBridge — PAN Validation
• Bond Aggregator API (GoldenPi / TheFixedIncome or similar)
• Payment Gateway (Net Banking / NACH / UPI AutoPay)

Preferred Tech Stack React JS, Node.js, PostgreSQL, MongoDB, Redis, Docker + Kubernetes Flutter for mobile (future phase). Open to alternatives with justification.

Who We're Looking For Small agency or freelance team (2–4 people) with:

• Prior experience in fintech or BFSI platforms
• Hands-on experience with NSE MF API integration (strong plus)
• Familiarity with Indian KYC/SEBI/AMFI norms
• Ability to deliver MVP and iterate in phases

What to Include in Your Proposal

1. Relevant fintech experience and examples
2. Approach to NSE MF integration or any other Mutual Fund platform integration
3. Proposed tech stack with justification
4. Estimated timeline and phased delivery plan
5. Cost estimate (overall + per phase)
6. At least one example of a similar platform built

Note: A detailed technical specification will be shared with shortlisted candidates. Please do not apply without prior experience in financial platforms — this project involves regulatory compliance and real-money transactions.