FinPulse Wealth Management Client Portal
Encrypted, high-performance web portal for high-net-worth investor onboarding and real-time portfolio tracking.
About The Project
FinPulse needed a client onboarding portal compliant with SEBI data privacy guidelines, allowing investors to upload KYC documents and view interactive portfolio growth charts.
Client onboarding took an average of 14 days over physical courier and unsecure email exchanges, resulting in a 35% drop-off of prospective investors.
Architected a bank-grade client web application with instant Aadhaar/PAN e-verification, secure document vault, and real-time NAV calculation dashboards.
Slashed investor onboarding time from 14 days to under 15 minutes, unlocking ₹120 Crore in fresh assets under management (AUM).
Project Visual Highlights & Screens
Project Specifications
- Client Partner
- FinPulse Financial Partners
- Industry
- Financial Services & Wealth Tech
- Service Domain
- Website
- Delivered On
- Feb 2026
Technologies Deployed
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