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Mutual Fund portfolio tracking app with NSE & BSE integrated
The mutual fund portfolio tracking mobile app provides users with real-time updates on their investments, offering features like portfolio performance analysis, investment recommendations, and personalized alerts.
Industry : Mutual Fund
Key Features :
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asset allocation.
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NSE, BSE, MFU Integration: Seamlessly integrates with major stock exchanges and Mutual Fund Utility for transactions and updates.
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Investment Options: Supports lump sum, SIP, STP, SWP, and redemption functionalities for flexible investing.
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Goal-based Investing: Enables setting and tracking financial goals, aligning investments with specific objectives.
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Performance Analysis: Offers tools for evaluating portfolio performance, comparing against benchmarks, and assessing risk.
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Tax Planning: Provides tax-related information and strategies to optimize tax efficiency in mutual fund investments..
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Notifications and Alerts: Sends real-time notifications for SIP debits, fund switches, maturity dates, and market updates.
Security and Support: Ensures secure transactions, data privacy, and offers customer support channels for assistance
Challenges Faced:
Complex API Documentation:Understanding and implementing APIs for NSE and BSE requires significant time and effort due to their complexity and detailed documentation.
Long Approvals Cycle: Obtaining approvals for accessing and using NSE and BSE APIs can be a lengthy process, involving multiple stages of review and validation.
White Labelling Server: Setting up a white-labeling server for custom branding and customization adds complexity to the development and deployment process.
UAT and Production Environment Setup: Configuring separate environments for User Acceptance Testing (UAT) and production requires careful planning and coordination to ensure smooth deployment and testing.
Solutions Implemented:
API Expertise: Utilized experienced developers and API specialists to thoroughly understand and implement NSE and BSE APIs, reducing the learning curve and implementation time.
Proactive Communication: Engaged in proactive communication with regulatory authorities and API providers to expedite approvals and streamline the approval process.
White Labeling Platform: Leveraged a robust white-labeling platform that offers customization features and simplifies server setup for branding and customization requirements.
Environment Automation: Implemented automated scripts and tools for setting up UAT and production environments, ensuring consistency and efficiency in deployment and testing.
By addressing these challenges with strategic solutions, the implementation process for NSE and BSE APIs, white-labeling server setup, and environment configuration was streamlined, leading to efficient development and deployment of the mutual fund portfolio app.