We designed and developed the platform for Fincart, a financial services provider focused on helping clients achieve their financial goals through planning, investment, and portfolio management. The core objective was to build a secure, lightning-fast, and scalable user experience for handling sensitive financial data and complex logic.
Technology Stack
We leveraged a modern, high-performance architecture centered around the leading React framework:
- Next.js: The entire front-end and server-side rendering (SSR) of the application were built using Next.js. This framework was chosen for its best-in-class performance features, including automatic code splitting, optimized image loading, and static site generation (SSG) for static pages, resulting in incredibly fast load times and an enhanced SEO profile crucial for a service-based platform.
Key Features
- Goal-Based Planning: The platform allows users to create and track personalized financial plans for specific life goals, such as Retirement Planning, Children's Education, and Buying a Home.
- Intuitive Portfolio Tracking: Users can easily monitor the performance of their investments across various asset classes (Mutual Funds, Insurance, etc.) through a clean and intuitive dashboard.
- Advisory Integration: The platform offers two paths for users: the ability to "Do On Your Own" using the self-service app, or to "Seek Professional Help" by connecting with trained financial consultants.
- Insurance and Protection: Beyond investment, the site provides planning for protecting assets and family through various insurance products, including Life, Health, and Critical Illness Insurance.
- Tax Saving Solutions: Dedicated sections help users identify suitable tax-saving investment plans to reduce their tax burden and maximize their net savings.
