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WealthPro Fintech Portal & Real-Time Investment Engine

Architecting a SEBI/AMFI compliant wealth dashboard with sub-100ms mutual fund calculator feeds and automated KYC intake.

SEBI Registered Wealth Management FirmSprint Duration: 8 Weeks100% Verified Scope
Next.js 15TypeScriptNode.jsRechartsMongoDBWebSockets
Audited Performance Benchmark

<85ms

API Latency

98/100

CWV Score

+42%

KYC Conversion

The Friction & Bottleneck

The Engineering Challenge

Financial clients needed a secure, compliance-ready wealth dashboard capable of rendering dynamic mutual fund performance charts without security or speed compromises.

Solvantis Architecture

Our Engineered Solution

We designed and developed the WealthPro flagship suite — combining server-cached financial APIs, non-blocking chart rendering, and automated SEBI disclaimer overlays.

Verified Qualitative Outcomes

Engineered real-time mutual fund NAV calculators adhering strictly to AMFI disclosure norms.
Built multi-step digital KYC intake forms with encryption and contextual compliance badges.
Achieved sub-100ms asset chart updates using WebSockets and server-side cached queries.
Technical Output

Technical Deliverables & Code Assets Handed Over

01

Wealth Management Dashboard

100% IP Transferred
02

SIP & EMI Calculator Engine

100% IP Transferred
03

Encrypted KYC Onboarding Flow

100% IP Transferred
04

PDF Statement Generator

100% IP Transferred
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