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Finideas

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The best investment strategies

Finideas | Financial Advisory

Finideas is the first client since the inception of Secret mindtech since April 2020, began development with just a module and slowly and gradually became a full fledged web application with regular updates that encompasses everything from customer acquisition, onboarding to risk assessment, reports and managed portfolios, everything online.

21

Years of market experience

₹500+ Cr

Assets under Advisory

75+

Referral Partners

Finideas increased customer acquisition by 22% with our digital Backoffice Development.

The Challenge

The digitisation and digitalisation of Investment operations and processes for financial advice and investments and for users to achieve their financial goals, evaluate and review their risk appetite, and determine a suitable class of investments. To provide education related to investment in multiple languages for their clients. .

Discovery

We needed to develop an all encompassing website, that can educate people and can also give them information of their investments on their fingertips.

Development

Secret Mindtech understood all the requirements of the clients and developed a custom dashboard for clients and admins that displays the insights and analysis of data respectively. Started from Developing the UI of the Web app, the Dashboard, Questionnaire, report generation, auto mandate, e mandate etc.

Result

Since the debut of Finideas in Online Markets, Their customer acquisition has increased, their Assets under advisory shot up to more than ₹500 crores.
Tech stack supporting the project
React JS Logo - Service offered by Secret Mindtech
Node.js Transparent Logo | Service offered by Secret Mindtech
MySQL Transparent Logo | Service offered by Secret Mindtech
Sequelize Transparent Logo | Service offered by Secret Mindtech
Testimonial

Finideas word for the spectacular work we did for them.

Your team suggested an excellent idea during our strategic meeting. Thank you for including a well constructed research and risk estimation report. your suggestion could help our department boost sales figures and meet our monthly targets. Nicely done!
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Viral Panwala | Finideas

Director
Great communication and willingness to proactively solve problems. Instantly available over communication channels to resolve any issue and for feedback too.
Client Image

Florian Ehrbar | Riley Corian

Head of Trust and Safety Operations

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