FinVest CRM: A Client And Portfolio Platform For Mutual Fund Advisors
A web application that gives a financial advisor one place to manage clients, mutual fund investments, SIPs, KYC status and reports, with a dashboard that shows the day's priorities.
The Project
A mutual fund advisor works across many clients at once: SIPs falling due, KYC checks pending, reviews to schedule and portfolios to explain. FinVest CRM brings that work into a single application.
The dashboard opens on the day's priorities: SIPs due, pending KYC, upcoming follow-ups and recent transactions. From there the advisor moves to a client, a fund or a portfolio without losing context. A market ticker and a search across clients and funds stay visible on every screen.
The Product
Dashboard: the advisor's day at a glance. Portfolio: allocation by asset class, sector and fund house. Fund research: returns, risk and comparison. In-app assistant with quick actions.
What We Built
Dashboard
Key figures, investment growth, portfolio allocation, recent transactions, follow-ups and SIP payments due.
Client Records
A client list with filtering and export, and a form for adding new clients.
Fund Research
Mutual funds with returns, risk level and minimum SIP, filtered by category, fund house and risk, with side-by-side comparison.
Portfolio Analytics
Allocation by asset class, sector and fund house, a performance trend and the full list of holdings.
Reports
Portfolio, capital gain, transaction, SIP, commission and client statement reports, exported as PDF or Excel.
Calendar And Notifications
Scheduled reviews and follow-ups, with alerts grouped by SIP, KYC, birthdays and market events.
In-App Assistant
A chat panel with quick actions: find a client, suggest funds, summarise a portfolio, list pending KYC and calculate a SIP.
Settings And Roles
Profile, company and employee settings, roles and permissions, security and theme.
Technology Used
React
Component-based interface across all eight screens.
Vite
Build tooling and fast local development.
Tailwind CSS
Consistent styling and spacing across the application.
Recharts
Line, donut and bar charts for growth and allocation.
Services On This Project
Planning Something Similar?
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