Deliver Personalized, Insight-Led Investment Journeys Across Every Customer Segment.
Modern investors demand real-time, personalized insights—yet outdated, siloed wealth systems fall short, leading to poor experiences and missed opportunities.
of HNI and retail investors prefer hybrid digital + human engagement models for wealth services
of financial institutions say outdated wealth platforms limit personalization and product diversification
A next-gen wealth experience must be goal-driven, insight-rich, scalable, and compliant by design.
Unified visibility across mutual funds, insurance, equities, ETFs, fixed income, PMS, and digital gold
Paperless, real-time KYC, risk score computation, and segment assignment with consent tracking
Personalized journeys for retirement, education, wealth creation, and liquidity events — with progress tracking
Invest, redeem, switch, and rebalance across curated financial products in a single interface
Suggest actions based on market changes, client goals, and behavioral signals
Tools for call planning, model portfolio push, SIP tracking, and upsell/cross-sell prompts
Support for SEBI, FATCA, CRS, and RBI guidelines — with logs, documentation, and access controls
Integrated market explainers, risk alerts, calculators, and goal visualizations
Today’s wealth journeys demand transparency, speed, and hyper-personalization — not static PDF statements.
We design platforms that serve mass-affluent, HNI, and retail investors — and empower RMs and advisors with automation, data, and control.
Distinct journeys for first-time investors, emerging HNIs, and ultra-HNIs — mapped to goals and advisory preference
Launch journeys across app, portal, RM-assisted flows, call centers, and kiosks — with consistent product access
Track gains/losses, NAV fluctuations, XIRR, volatility, and diversification metrics with interactive charts
Connect with CAMS, KFinTech, MFU, BSE StarMF, NSE NMF II, RTA feeds, CRMs, and credit scoring systems
Manage multiple portfolios, sub-brands, or advisors — with role-based permissions and firm-level controls
Let investors or advisors query portfolios, tax implications, or product matches via voice or chat
INT. transforms wealth platforms from passive repositories to active relationship accelerators.
We’ll help you map gaps across customer, advisor, and compliance workflows — and identify where automation, intelligence, or UX can unlock performance.
You’ll receive:
We go beyond maintaining operations—we empower businesses with data, insights, and best practices to stay ahead in an ever-evolving digital landscape.
