Mutual Fund Investment Platform Creation

@kamran2012

I can help with this, I will build your corporate treasury investment platform covering entity-specific KYC onboarding, mutual fund transactions via NSE MF, bond listing and ordering, PMS/AIF display, consolidated portfolio dashboard with capital gains reporting, and the full Admin/RM panel with role-based access. Your proposed stack — React, Node.js, PostgreSQL, MongoDB, Redis, Docker — is the right fit. I will use PostgreSQL for transactional data (orders, KYC, portfolios) and MongoDB for document storage (KYC uploads, bond prospectuses). For NSE MF integration, I will build an abstraction layer over the MFSS/NMF-II API so transaction routing, order status polling, and NAV reconciliation are handled through a single service that your ops team can monitor from the admin panel. Proposed phases: 1) Onboarding + KYC verification (CVL KRA, AuthBridge) 2) MF transactions via NSE MF + payment gateway 3) Bond transactions + portfolio dashboard + capital gains 4) Admin/RM panel + RBAC + reporting Questions: 1) Which NSE MF channel are you registered with — MFSS, NMF-II, or both? 2) Do you have API credentials and sandbox access for the bond aggregator already? Looking forward to discussing further. Best regards, Kamran

@vishal1145

Your NSE MF integration will fail compliance audits if you don't implement maker-checker workflows at the API layer, not just the UI. SEBI mandates dual authorization for corporate treasury transactions, and most platforms I've audited handle this incorrectly - they validate approvals in the frontend but send single-signature API calls to NSE MFSS, creating a regulatory gap. Before architecting the solution, I need clarity on two things: What's your current relationship with NSE - do you have MFSS credentials and a test environment, or are we starting the onboarding process from scratch? Second, for your Bond Platform API integration, are you planning real-time settlement or T+1 reconciliation, because that changes how we handle payment gateway callbacks and order confirmation logic. Here's the architectural approach: - NSE MF API + CVL KRA: Build a transaction orchestration layer that queues all MF orders (lumpsum, SIP, redemption) through Redis, validates dual authorization signatures against PostgreSQL audit logs, then submits to MFSS with idempotency keys to prevent duplicate orders during network failures. - PAYMENT GATEWAY + NACH: Implement webhook retry logic with exponential backoff because payment confirmations from Razorpay or BillDesk fail 3-5% of the time - I'll set up a reconciliation cron that cross-checks bank statements against pending orders every 6 hours. - RBAC + AUDIT TRAIL: Design a PostgreSQL schema with row-level security policies so RMs can only see their assigned clients, and every transaction stores IP address, device fingerprint, and approval chain for SEBI compliance - this prevents the "who approved this trade" nightmare during audits. - BOND API INTEGRATION: Use MongoDB for bond listings since coupon schedules and yield curves are document-heavy, but keep transaction records in PostgreSQL for ACID compliance - I've seen platforms lose money when NoSQL eventually-consistent writes caused double-booking of bond units. - DOCKER + KUBERNETES: Set up separate namespaces for client-facing APIs and internal RM tools with different autoscaling policies - your RM panel doesn't need to scale like client dashboards do during market hours. I've built 3 wealth management platforms including one for a SEBI-registered RIA that processes 2000+ MF transactions monthly. I don't take on fintech projects where compliance is an afterthought. Let's schedule a 20-minute technical call to walk through your NSE onboarding status and discuss failure scenarios before committing to a build timeline.

@vipinjain1213

Hi, you’re not just building a product here, you’re building something that has to be trusted from day one. In a platform like this, even small gaps in flow or clarity can break confidence. There are two sides that need to stay aligned. The corporate client experience and your internal operations. If those don’t move together, things start getting manual very quickly. I’d start by structuring onboarding properly. Entity-level KYC, document flow, and approval models need to be clean and predictable. If onboarding feels slow or confusing, clients drop off before investing. Then transactions. Mutual funds and bonds need to feel simple on the surface, even though the backend integrations are complex. A user should understand what they’re investing in, act quickly, and see confirmation without ambiguity. The portfolio view is where everything comes together. Clients should see a clear picture across MF, bonds, and PMS/AIF without having to interpret data. On your side, the RM and Ops panel should reduce effort, not add to it. Onboarding pipeline, transaction handling, and visibility should all sit in one place without jumping between systems. We’ve worked on systems where multiple roles, compliance, and real-money flows intersect, so the focus stays on reliability and clarity rather than just feature delivery. Have you already finalized your NSE MF integration path, or are you still evaluating vendors?

@mahig47

Hello! As per your project post, you’re looking to build a Mutual Fund Investment Platform for corporate treasury management that enables Pvt Ltd, LLPs, and Proprietorships to digitally invest idle funds into Mutual Funds, Bonds, PMS, and AIFs in a compliant and fully digital way. The goal is to provide corporates a seamless investment experience while giving Relationship Managers and Ops teams a powerful, role-based admin panel to onboard clients, manage transactions, and track portfolios efficiently. My focus will be on delivering a secure, scalable MVP, featuring: entity-specific onboarding with configurable KYC and approval workflows, mutual fund transactions via NSE MF APIs (lumpsum, SIP, STP, SWP, Switch, Redemption), bond purchases with live coupon/yield info, portfolio dashboard with consolidated assets and capital gains reporting, PMS/AIF display modules, full role-based access control, and a robust admin/RM panel. I specialize in building financial-grade web applications using React, Node.js, PostgreSQL/MongoDB, Redis, and Dockerized cloud environments, with strong focus on security, auditability, and regulatory compliance. My focus will be on creating a reliable, transparent treasury investment platform that serves both corporates and internal teams effectively. Let’s connect to review KYC workflows, investment approval flows, and dashboard analytics requirements so we can finalize the MVP scope and development roadmap. Best regards, Nikita Gupta.

@chiragardeshna

Hi there, Strong alignment with this project comes from building fintech platforms where compliance, transaction accuracy, and scalable architecture are essential. Clear understanding of corporate onboarding, transaction flows, portfolio aggregation, and integrations with systems like National Stock Exchange of India MF platforms and KYC providers. Hands-on expertise with secure API integrations, role-based systems, and financial data handling ensures reliable and compliant execution. Risk is minimized through modular architecture, audit-ready logging, and phased delivery aligned with regulatory requirements. Approach API-first backend (Node.js) with clear service separation (KYC, transactions, portfolio, reporting) Secure onboarding with maker-checker flows and document validation Transaction engine for MF + bond APIs with retry and reconciliation logic Unified portfolio service aggregating all asset classes Role-based dashboards for Admin, RM, Ops, and Clients Tech Stack Frontend: React (scalable component system) Backend: Node.js + Express/NestJS DB: PostgreSQL (transactions) + Redis (caching) Infra: Docker-ready, cloud deployment (AWS/GCP) Available to start immediately—happy to review your detailed spec and refine scope, timeline, and cost. Recent work: https://www.freelancer.com/u/chiragardeshna Regards Chirag

@Kishoreindia

Dear Sir/Madam, I am an experienced Python Developer with strong expertise in building scalable backend systems, APIs, automation tools, and full-stack applications. I specialize in delivering clean, efficient, and production-ready solutions. I have successfully developed and deployed multiple live applications including healthcare platforms, legal service apps, school management systems, fintech apps, and real-time communication systems. My Core Python Expertise ✔ Django & Django REST Framework ✔ FastAPI (High-performance APIs) ✔ Flask ✔ SQLModel / SQLAlchemy ✔ PostgreSQL / MySQL / MongoDB ✔ Supabase Integration ✔ Authentication (JWT, OAuth) ✔ Payment Gateway Integration (PhonePe, Razorpay, Stripe) ✔ Web Scraping (BeautifulSoup, Selenium) ✔ Automation Scripts ✔ WebSocket & Real-time Systems ✔ Docker Deployment ✔ AWS / VPS Deployment ✔ REST API Design & Optimization What I Can Build For You Secure REST APIs SaaS backend architecture Admin dashboards Real-time chat systems Payment systems Data processing systems Microservices architecture AI/ML API integration Custom business logic systems Recent Project Experience Healthcare booking & wallet system Legal consultation backend platform School ERP & management API Fintech wallet & transaction management Real-time chat application (WebSocket + MQTT) Location-based services & geo APIs

@iwebphpdeveloper

Hello, With 15+ years in web development and strong fintech experience, I can build a secure, scalable corporate treasury investment platform tailored to SEBI-compliant workflows. I’ve worked on transaction-driven systems with KYC integrations, role-based access, and financial dashboards. I propose a React + Node.js architecture with PostgreSQL for structured data and Redis for performance, ensuring reliability and fast execution. I understand NSE MF flows, API-based bond integrations, and payment gateway handling, with a focus on security, audit trails, and compliance. My approach is MVP-first with phased delivery, enabling rapid launch and iterative enhancements for your platform. Key Points: • Fintech/BFSI platform experience • NSE MF / API-based transaction integration approach • React + Node.js scalable architecture • Secure KYC (CVL, AuthBridge) integration • Role-based access (Admin, RM, Ops, Client) • Portfolio dashboard with reporting • Payment gateway + compliance focus • Phased MVP delivery plan • Scalable for future mobile (Flutter) • Long-term support & iteration Regards, Abhijeet

@Mayanks010

Hi there, You’re absolutely in the RIGHT PLACE. I’ve delivered SIMILAR PROJECTS multiple times and know EXACTLY how to execute this efficiently and correctly from day one. To lock down the SCOPE, TIMELINE, AND PRICING, I’ll need to ask you a few key questions. Unfortunately, Freelancer’s 1500 CHARACTER LIMIT doesn’t allow me to break everything down properly here. Let’s jump on CHAT so I can show you my PROVEN PAST WORK, walk you through the REAL RESULTS I’ve delivered, and outline a CLEAR ACTION PLAN for your project. You’ll immediately see why my approach is DIFFERENT and EFFECTIVE. If you’re serious about getting this done RIGHT, I’m ready to move forward. Looking forward to CONNECTING and WINNING TOGETHER. Cheers, Mayank Sahu

@murtuza90

Combining my more than 13 years of hands-on experience in software development and a strong background in fintech and BFSI technologies, I’m confident that I can deliver on all facets of this project. I’ve successfully managed large-scale platforms like the one you’re building and have a deep understanding of the SEBI/AMFI regulations that are crucial in this domain. Moreover, my expertise with the NSE MF platform is a strong plus, making me particularly well-suited to implement seamless API integrations. When it comes to the tech stack for your mutual fund investment platform, I believe a combination of React JS, Node.js, PostgreSQL, MongoDB, Redis, Docker + Kubernetes would yield amazing results. Combining reliable front-end technology with a well-designed back-end architecture would enable easy access and faster transactions for both corporate clients and internal teams. However, I am also open to alternatives if justified against performance requirements. Finally, as a detail-oriented leader with an impeccable job success rate and excellent communication skills, I am capable of delivering not only the MVP but also iteratively improving the platform as per your needs. With my strategic-driven approach to software development that includes design thinking and rigorous code reviews, I am confident that I can build a scalable and secure Mutual Fund Investment platform that aligns with your vision and regulatory compliance.

@webnsoftindia

***** Corporate Treasury Investment Platform **** Hello, How are you? I've gone through your JOB POST and I understand you need a secure, SEBI-compliant corporate investment platform with end-to-end onboarding, transaction flows, and portfolio management for both clients and internal teams. • Corporate KYC onboarding with approval workflows & RBAC • NSE MF, Bond API & payment gateway integrations • Unified portfolio dashboard with reporting & analytics • Admin/RM/Ops panels for transaction & client management • Scalable, secure fintech architecture with compliance focus Let's Connect...

@monicasynthesis

Hello, I can professionally build your corporate treasury investment platform for Aureva Capital, enabling compliant digital investments in Mutual Funds, Bonds, PMS, and AIFs. I’ve delivered secure platforms integrating NSE MF APIs, KYC/AML checks, and payment gateways. What I can help you with: • Corporate onboarding with KYC, signatory management, and approval flows • Integration with NSE MF, Bond APIs, CVL KRA, AuthBridge, and payment gateways • Portfolio dashboards and RM/Admin panels with role-based access • Secure, scalable platform using React.js, Node.js, PostgreSQL, MongoDB, and Docker/Kubernetes Warm regards, Monica Bhatia

@TeamGTW

Hi, I’VE REVIEWED YOUR PROJECT REQUIREMENTS AND HAVE COMPLETED SIMILAR FINTECH PLATFORM PROJECTS BEFORE. I CAN DELIVER A HIGH-QUALITY, COMPLIANT SOLUTION AND AM READY TO START IMMEDIATELY. I understand you need a secure, SEBI-compliant investment platform for corporate clients, covering onboarding with KYC, mutual fund and bond transactions via APIs, portfolio dashboards, and role-based admin/RM workflows. I have 7 years of experience building fintech and ERP platforms using React, Node.js, and scalable databases, with hands-on work in KYC integrations, payment gateways, financial dashboards, and secure transaction systems aligned with regulatory standards. I specialize in fintech application development, API integrations (MF, KYC, payments), secure role-based systems, and scalable full-stack architectures. Let’s start a chat, then according to the project. FEEL FREE TO MESSAGE ME ANYTIME. I’M USUALLY AVAILABLE AND RESPOND WITHIN 5 MINUTES. Best regards, NIKITA GUPTA

@rajeshrolen

Hello, Are you a SEBI-registered wealth management firm looking to streamline your corporate treasury investment process? Look no further. I specialize in building secure and compliant financial platforms, and I understand the complexities involved in managing real-money transactions. From entity-specific KYC flows to seamless API integrations, I can develop a Corporate Treasury Investment Platform that caters to both your corporate clients and internal team needs. With a strong background in fintech and BFSI platforms, I bring hands-on experience with NSE MF API integration, ensuring a smooth and efficient process for your users. My proposed tech stack includes React JS, Node.js, PostgreSQL, MongoDB, and more, tailored to meet the unique requirements of your project. I am committed to delivering a high-quality MVP and iterating on it in phases to ensure optimal functionality and user experience. Visit my portfolio https://www.freelancer.com/u/rajeshrolen to see examples of my previous work in the fintech sector. Let's discuss your project requirements further in a chat to explore how we can collaborate effectively. Sincerely, Rajesh Rolen

@bpatidar2793

Do you also need compliance reporting (SEBI/AMFI-ready logs, audit trails, and investor statements) built into the platform from day one? I understand this is not just a dashboard but a regulated fintech system involving KYC flows, NSE MF transactions, bond integrations, and role-based workflows for corporates and internal teams. I would approach this with a modular architecture using secure API layers, maker-checker flows, and audit-safe transaction handling, ensuring scalability and compliance. Integration with NSE MF, KRA, and payment systems will be structured with fallback handling and logs. The focus will be a reliable MVP first, then phased feature expansion.

@ixorawebmob

Hello, I’ve gone through your project details, and this is something I can definitely help you with. With 10+ years of experience in mobile and web app development, I have worked on various fintech platforms, particularly focusing on regulatory compliance and real-money transactions. My expertise lies in integrating complex systems like the NSE MF platform and developing robust features tailored to corporate treasury management. I will first review your requirements in detail, suggest the best technical approach, and then proceed with phased development while keeping you updated at every stage. Here is my portfolio: https://www.freelancer.in/u/ixorawebmob To ensure the best approach, could you clarify: What is your expected timeline for the MVP and subsequent phases? I’m excited about the opportunity to contribute to Aureva Capital's innovative platform and look forward to discussing this further! Regards, Arpit Jaiswal

@devpratiksha

Hi There!!! ⭐⭐⭐⭐( SEBI compliant corporate investment platform with MF and bond integrations )⭐⭐⭐⭐ As per your project post you need a secure corporate treasury investment platform with onboarding, mutual fund transactions, bond integrations, and role based dashboards. I understand the goal is to build a compliant, scalable system for both clients and internal teams with seamless transaction handling and reporting. Key points I will focus on: • Corporate KYC onboarding with approval workflows • NSE MF and bond API integration approach • Portfolio dashboard with reporting and asset allocation • Role based access for Admin, RM, Ops, Client • Secure payments and transaction lifecycle Execution Plan: I recommend React for frontend, Node.js backend with PostgreSQL, Redis for caching, and Docker based deployment. NSE MF integration will be handled via modular services with secure transaction flows and logging. KYC integrations like CVL KRA and PAN validation APIs will be structured for compliance. With 7+ years of experience in fintech and scalable systems, I ensure reliability, security, and clear communication. I have done similar work in past please open the chat window so I can share with you. Let us build a strong and compliant platform together. Warm Regards, Pratiksha Gupta

@Sadiyasyeda24

I saw your project and am confident I can deliver on this. I'm currently working on a similar project and understand the importance of creating a compliant, fully digital investment platform for corporates. By integrating the required features like corporate onboarding, various investment transactions, and a comprehensive portfolio dashboard, I am certain we can provide a seamless experience for both corporate clients and your internal team. This platform will revolutionize how corporates manage their treasury investments, ensuring efficiency and compliance at every step. I invite you to view my portfolio, which showcases the quality and results of my past work. With a strong background in fintech platforms and experience in integrating NSE MF API, I am well-equipped to handle the complexities of this project. My proposed tech stack aligns perfectly with the project requirements, ensuring scalability and reliability for the platform. I look forward to hearing from you. Regards, Sadiya

@kirans418

I build compliant, secure, and scalable fintech platforms, and your corporate treasury investment system is exactly the kind of project I’ve delivered for SEBI-registered firms. I have hands-on experience with NSE MF API integrations, KYC flows, Mutual Fund and Bond transactions, PMS/AIF dashboards, and real-money workflows, ensuring full regulatory compliance. For your platform, I’ll deliver: ✔ Corporate onboarding with entity-specific KYC, document uploads, and approval workflows ✔ Mutual Fund (lumpsum, SIP, STP, SWP, Switch, Redemption) and Bond transactions via aggregator APIs ✔ PMS/AIF display with offline portfolio management ✔ Consolidated portfolio dashboards and Admin/RM panels with role-based access ✔ Payment gateway integration and transaction management I propose React.js + Node.js, PostgreSQL/MongoDB, Redis, Docker + Kubernetes, future-ready for mobile (Flutter). Having built similar regulated wealth management platforms, I know how to ensure security, compliance, scalability, and seamless user experience. Let’s connect to finalize the phased plan and launch your platform confidently.

@kailashchands4

Hi, I read your requirements for Mutual Fund Investment Platform Creation and we can help you get this done efficiently. At Techpro Compsoft Pvt Ltd, our team specializes in Financial Software Development. We'll deliver a seamless platform. Proposed Timeline: 3 Days Estimated Bid: ₹1000 Let's connect. Best Regards, Techpro Compsoft Pvt Ltd