WealthWise - Robo Advisor
An automated mutual fund investment platform targeting millennials.
Client
WealthWise Investments
Industry
FinTech
Core Technologies
The Challenge
Onboarding users required complex KYC processes that resulted in a 60% drop-off rate.
When WealthWise Investments approached us, they were facing significant bottlenecks that hindered their growth. Their existing infrastructure was not scalable, leading to poor user experience and lost revenue opportunities. They needed a robust, future-proof solution built from the ground up.
Our Solution
Integrated CKYC and Digilocker APIs for seamless, paperless 2-minute onboarding.
We started with a deep-dive discovery phase to map out the entire user journey. Then, our engineering team architected a modern microservices-based backend combined with a lightning-fast frontend. We focused heavily on automation, reducing manual overhead for their internal teams.
The Impact
- Drop-off rate reduced to 15%
- AUM (Assets Under Management) crossed ₹100 Cr
- 10,000+ active SIPs registered
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Contact Us NowWhy Vysen?
- 100% In-house team
- Agile methodology
- Transparent pricing
- Post-launch support
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