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.

Client: SEBI Registered Wealth Management Firm•Duration: 8 Weeks•100% Audited Production Outcome
Stack:Next.js 15TypeScriptNode.js
The Friction & Bottleneck

The Engineering & Business Challenge

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

Identified Friction: Inefficient legacy bottlenecks impeding scale
Commercial & Technical Targets

Project Objectives

Eliminate user drop-off across complex multi-step interactions for Fintech & Wealth.
Achieve sub-1.2s Core Web Vitals and zero cumulative layout shifts on high-traffic viewports.
Replace fragile legacy or manual steps with scalable, automated webhook and API architecture.
Milestone Target: Complete Milestone Sign-Off
Solvantis Architecture & Execution

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.

Features & Code Deliverables Handed Over

4 Assets
01
Wealth Management DashboardProduction Validated
02
SIP & EMI Calculator EngineProduction Validated
03
Encrypted KYC Onboarding FlowProduction Validated
04
PDF Statement GeneratorProduction Validated
UI/UX Architecture

Visual Design Strategy

Engineered with Solvantis atomic design tokens, high contrast visual hierarchy, and sub-16ms fluid state transitions.

Bespoke HSL Dynamic Palette
Fluid Type Scales
WCAG 2.2 AA Contrast Standards
Micro-Interactions

Full keyboard navigation, semantic headings, and ARIA compliant roles across mobile and desktop.

Engineering Stack

Production Technologies

Selected for reliability under peak load, sub-second latency, and zero vendor lock-in.

Next.js 15TypeScriptNode.jsRechartsMongoDBWebSockets
Ecosystem Integrations

API & Data Pipelines

Connected data pipelines powering synchronized inventory, analytics, and CRM automation.

Next.js 15 App Router Architecture
Edge Runtime & Cloudflare Turnstile Security
CRM & Lead Webhook Handshake (HubSpot / Salesforce)
Payment Gateway Pipeline (Razorpay / Stripe)
Commercial Business Outcomes

Audited Business Impact & Conversion Lift

Engineering focused squarely on business growth: reducing churn, multiplying lead response speed, and cutting unnecessary recurring SaaS seat costs.

<85ms

API Latency

Engineered real-time mutual fund NAV calculators adhering strictly to AMFI disclosure norms.

98/100

CWV Score

Built multi-step digital KYC intake forms with encryption and contextual compliance badges.

+42%

KYC Conversion

Achieved sub-100ms asset chart updates using WebSockets and server-side cached queries.

Production System Architecture & Screens

Verified Interface Deployment Showcase

Cloud Live Stage
LCP Rendering Speed

0.7s - 1.1s

Eliminated client render blocking via Next.js Server Components.

Mobile Responsiveness

360px - 4K

100% fluid layouts with zero horizontal scroll overflow.

Accessibility Score

100 / 100

Passed WCAG 2.2 AA audit for contrast and keyboard focus.

"The technical depth and speed of delivery was extraordinary. Our conversion numbers improved immediately after launch."

Product & Technology Lead•Client Architecture Review•SEBI Registered Wealth Management Firm
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