Santosh Investment
Trusted wealth management, digitised for the modern investor
Project Overview
Background and context behind this engagement.
Santosh Investment is a digital wealth management portal enabling clients to manage fixed deposits, mutual funds, insurance, and bonds through a single unified dashboard — backed by decades of offline financial advisory expertise.
Challenge & Solution
The problem we solved and how we approached it.
The Challenge
A well-established offline investment firm needed to digitise its operations to serve a younger, tech-savvy clientele. They required a secure, RBI-compliant portal with KYC workflows, portfolio tracking, and automated statements.
Our Solution
We developed a secure investment management portal with DigiLocker KYC integration, portfolio aggregation across asset classes, automated PDF statement generation, and an admin panel for relationship managers.
Key Features
What we built into Santosh Investment.
Technologies Used
The tools and frameworks that power Santosh Investment.
Results & Impact
Measurable outcomes delivered for the client.
2,000+ clients migrated to the digital platform
₹50 Cr+ in assets managed through the portal
KYC completion time reduced from 3 days to 20 minutes
90% reduction in paperwork and manual processing
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