"We were totally impressed with the team's patience and rigor they had set to do things right." Founder & CEO, CLTInternational Foundation Inc.
"We are a bootstrapped company and they understand our needs and budget." Product Owner, AgriApp Technologies Pvt Ltd
Full suite digital services for every industry vertical
By continuing to use this website, you consent to the use of cookies in accordence with our Cookie Policy
Wealth Junction Consultants Pvt Ltd is a decade old financial planning and insurance brokerage company that helps individual and corporate customers on their financial planning for a secure future.
Financial experts and agents at Wealth Junction Consultants were relying on face to face interaction with their potential customers to give information about their services and help them invest. This was an inefficient model since they had to accommodate their limited financial experts at the location and time slot as per the convenience of their clients. Hence, they now wanted to move these operations to a web based platform with an intention of providing financial coaching to a large client base..
Given our vast experience in digital engineering, we at Pace wisdom took this project up with confidence and keen interest. After a few design discussions with Wealth Junction consultants, we decided to go in with a website that included the following features. After taking bare minimum information from the users, a model financial plan was to be given to them that would help them achieve their short term, mid term and long term financial goals. Generated financial health report(with the help of some tools designed by us) for the users and also provided various options available to them in terms of mutual funds and also showed the rating of each mutual fund Provision to buy mutual funds directly from the platform
We were conscious about the extra data security that was necessary at the backend since money and personal details of the users were involved. On the technical front, our architecture team came up with Springs MVC platform for Business layer, a reliable and flexible SQL database called PostgreSQL for the data layer and Angular 6 for the view layer to keep it light and modular.On the operations front, we associated with Morning star to provide comprehensive ratings for the mutual funds in the market..
Despite the technical hiccups like integration with Bombay Stock Exchange (BSE), we came up with a well versed website that provides end to end wealth management solutions, in a span of six months. The diverse features available in the website are
Today, over 38 Asset management companies of India have made their mutual funds available
on Mywealthjunction.com. We consider it as a major win as we could gain their trust with
our versatile website.
The website is a one stop solution for all financial needs of a
person.The user base is growing larger with each passing day. It is gaining good reviews
from its users for easy interface, neat presentation of data and DIY options.
