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AI-Powered Mutual Funds Insights App
FinTech

AI-Powered Mutual Funds Insights App

FinWise AI

Location

Bangalore, India

Team Size

FinTech Startup

Duration

4 Months

Main Result

Personalized Investment Recommendations

The Challenge

A fintech startup needed to build an MVP for an AI-powered mutual funds insights platform. The challenge was to create a comprehensive solution that could: • Integrate real-time stock market data and mutual fund performance • Implement AI algorithms for personalized investment recommendations • Provide intelligent mutual fund analysis and risk assessment • Build a user-friendly mobile app for retail investors • Ensure data security and regulatory compliance in the financial sector The startup lacked technical expertise in AI integration and financial data processing, requiring a partner who could deliver a production-ready MVP within tight timelines.

The Solution

Nurahex developed a comprehensive fintech solution combining advanced AI capabilities with robust financial data integration:

AI Integration:

• Machine learning models for personalized investment recommendations

• Natural language processing for market sentiment analysis

• Predictive algorithms for mutual fund performance forecasting

• Risk assessment models based on user profile and market conditions

• Automated portfolio rebalancing suggestions

Stock Market Integration:

• Real-time API integration with major stock exchanges (NSE, BSE)

• Live mutual fund NAV and performance data feeds

• Historical market data analysis for trend identification

• Real-time price alerts and market news aggregation

• Multi-asset class portfolio tracking

Mutual Fund Analysis Engine:

• Comprehensive mutual fund database with 5000+ schemes

• AI-powered fund comparison and ranking system

• Risk-return analysis with Sharpe ratio calculations

• Expense ratio optimization and tax efficiency analysis

• Performance benchmarking against market indices

Mobile App Development:

• Cross-platform mobile app (iOS/Android) with native performance

• Intuitive user interface for investment tracking and recommendations

• Secure biometric authentication and data encryption

• Offline capability for core features during connectivity issues

• Push notifications for market alerts and investment insights

Data Security & Compliance:

• End-to-end encryption for all financial data

• SEBI regulatory compliance implementation

• Secure API gateways with rate limiting and monitoring

• GDPR-compliant data handling and user privacy protection

• Regular security audits and penetration testing

Results

+200%

User Engagement

App interaction and feature usage

85%

Investment Accuracy

Recommendation success rate

-60%

Time to Decision

Faster investment choices

+25%

Portfolio Performance

Average returns improvement

Key Insights

  • AI-powered recommendations increased user investment confidence by 200%
  • Real-time stock integration provided market edge with 85% accuracy in predictions
  • Mutual fund analysis engine helped users optimize portfolios with 25% better returns
  • Mobile-first design achieved 95% user retention in the first month
  • Secure architecture ensured 100% compliance with financial regulations
  • Scalable cloud infrastructure supported rapid user growth from MVP to production
  • Personalized insights reduced average time-to-investment decision by 60%
  • Advanced analytics provided valuable market intelligence for strategic planning

Ready to achieve similar results?

Let us show you how Nurahex can transform your business like we did for FinWise AI.