FundzBazar – Mobile E-nvesting Platform

Project Overview

FundBazar is a user-friendly mutual fund investment platform that empowers users to track, invest, and manage their portfolios directly from their smartphones.The app offers a paperless KYC process, SIP management, goal tracking, and curated fund recommendations to simplify investing for all experience levels.With real-time portfolio insights, advanced charts, and secure transactions, FundBazar is designed to help users invest smartly and grow their wealth with ease.

Location

Ahmedabad, India

Industry

FinTech – Mutual Fund Investment Platform

Project Links

Google PlayApp Store

Technologies Used

React Native
Java Spring Boot
MongoDB

Key Features

Developed the cross-platform mobile app using React Native for both Android and iOS.

Built a real-time investment dashboard with actionable alerts for SIPs, STPs, and SWPs.

Integrated secure transactional flows for Purchase, Redemption, Switch, and SIP setup using RESTful APIs.

Enabled advanced investment tools such as Step-Up SIPs and Trigger-based actions.

Set up push notifications via OneSignal for SIP alerts, transaction confirmations, and user reminders.

Ensured responsive, fast, and intuitive navigation with a modular, scalable UI.

Implemented secure session handling and compliance-ready communication with financial APIs.

The Challenge

Real-Time Investment Data

Displaying real-time NAVs, portfolio value, and fund insights while ensuring performance was a top priority.

Regulatory Compliance

Maintaining SEBI & AMFI compliance through secure KYC and audit-ready reporting presented integration and security challenges.

User Personalization

Creating tailored dashboards with goal tracking, SIP suggestions, and smart recommendations for every investor.

Transaction Security

Ensuring all transactions were safe, encrypted, and verified with OTPs and biometric authentication.

FundzBazar – Mobile E-nvesting Platform Challenge Image

The Solution

35% Increase in User Engagement

The dashboard, real-time alerts, and simplified investment flows led to higher daily app usage.

Faster Investment Execution

Transaction flows were optimized to reduce average action time by over 40%.

Reduced Abandonment Rate

Streamlined onboarding and step-by-step SIP setups cut transaction drop-offs by 28%.

Improved Portfolio Tracking

Instant gain/loss insights and real-time sync increased investor confidence and repeat logins.

High App Ratings

Received positive reviews for simplicity, speed, and a mobile-first investment experience, driving organic downloads.

Client Feedback

Here's what our client had to say about the project.

"Dishant Chanchad combines strong financial expertise with a keen interest in app development, bridging finance and technology seamlessly. Her dedication to learning and problem-solving shines through in both her academic achievements and tech projects. he’s a rare talent poised to excel in fintech and beyond."

Purvish Kachhadiya

Purvish Kachhadiya

Finance Investor