01 / The client
Project overview: Latin Manharlal
Latin Manharlal’s digital experience combines an investment-services website with InvestMart mobile screens for portfolio visibility and trading journeys.
Visitors learning about investment services and customers checking their holdings need different routes through the same brand.
- Industry: stock broking and WealthTech (FinTech).
- Business model: B2C trading, investment and wealth management.
- Platforms: web trading platform and mobile app for Android and iOS.
- Primary users: investors, traders, relationship managers and admins.
- Industry
- Fintech
- Services / expertise
- Website project · Investment services
- Industry
- Stock broking and WealthTech (FinTech)
- Business model
- B2C trading, investment and wealth management
- Platforms
- Web trading platform and mobile app (Android and iOS)
- Primary users
- Investors, traders, relationship managers and admins
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02 / The project
What did Latin Manharlal need from a digital investment platform?
The public website explains the offering, while the mobile experience gives investment information and account actions their own focused interface.
Investor mobile application
- Investor registration and authentication linked to trading or investment accounts.
- Personalized dashboard with investment summaries, market information, account balances and portfolio values.
- Equity market access: explore listed securities, view market information, create watchlists and use available trading functions.
- Mutual fund investment, IPO applications and Stock SIP recurring investment journeys.
- Portfolio tracking of holdings, positions, investment values and profit/loss.
- Fund management with balance information and add-funds workflows, order monitoring and notifications.
Web-based investment platform
- Unified trading dashboard and market watch with configurable watchlists.
- Holdings, positions and valuation summaries.
- Order management with visibility into order placement journeys, order books and execution status.
- Investment product discovery from a centralized interface.
- Consistent behavior across desktop and mobile browsers.
Relationship manager and support workflow
- Recording and managing account-related service requests.
- Escalating unresolved technical or operational concerns to the right team.
- Permission-based visibility into account status and coordinated customer communication.
Administrative and operations management
- Investor profile, account status and platform access management.
- Configuration of supported product categories, visibility and platform content.
- Operational monitoring of user activity and service workflows.
- Support tracking, announcements, notifications, operational reports and role-based access.
Security and compliance requirements
- Secure investor authentication and session management.
- Controlled access to financial and personal information, with account-level restrictions.
- Secure communication between mobile and web interfaces and backend services.
- Auditability of sensitive administrative activities.
- Robust error handling and data validation for transaction-related processes.
- Integration boundaries aligned with brokerage and market infrastructure.
03 / The project
Challenges in building a multi-product investment platform
Financial platform architecture
- Market data complexity: frequently changing information needed proper refresh, synchronization and error handling.
- Transaction reliability: clear status communication to avoid confusion between submitted, pending, rejected and completed actions.
- Portfolio data consistency: holdings, positions, order history and balances had to match across every interface.
User experience
- Translating trading terminology, valuations and market movements into understandable screens.
- Balancing dashboard information density so users see enough data without clutter.
- Fast navigation to watchlists, holdings, positions, orders and funds.
- Clearly distinguishing indicative market values from confirmed transactions.
Integration
- Integrating with the brokerage ecosystem and authorized financial services.
- Keeping investment information consistent across screens and connected services.
- Gracefully handling delays or failures in third-party data and transaction services.
- Maintaining secure customer access across platform components.
Security and operations
- Protecting personal details, financial information and account records.
- Role segregation to prevent unauthorized access to investor and operational information.
- Traceability of platform and administrative activities for audit requirements.
- Interfaces and backend interactions designed to handle growing users and market activity.
Investor mobile application
- Dashboard: account overview with live portfolio valuation and day change, NIFTY and SENSEX tiles with movement indicators, and quick navigation to Holdings, Positions, Watchlist and Order Book.
- Explore Products shortcuts for Scalp Mode, Mutual Funds, Stock SIP and E-IPO, plus Add Funds, notifications and account settings.
- Equity and market watch: index display, security and symbol search, multiple watchlists and price movement indicators.
- Portfolio management: equity holdings, current positions and DP holdings, total invested versus current value with profit and loss, and investment history.
- Account and fund services: account-level financial summaries, add-funds workflow, transaction navigation and support access.
Web trading interface
- Market dashboard with watchlist selection, symbol search, market prices and change percentages.
- Top Gainers, Top Visited Symbols and FII and DII market summaries.
- Equity, Mutual Funds and Positions views with total invested, current value and total P/L.
- Order navigation, order book, trading activity and transaction status presentation.
Core technical capabilities
- Multi-platform architecture with shared backend services powering the app and the web terminal.
- Market data layer for refresh and synchronization of indices, prices and portfolio valuations.
- Integration layer with secure interfaces to authorized brokerage, market data and investment services.
- Role-based access control with separate permissions for investors, relationship managers, operations and admins.
- Audit trail logging of sensitive administrative actions.
07 / The project
How do investors move through InvestMart?
Registration and login
- Investor opens InvestMart
- Selects Login
- Enters registered credentials
- Completes required authentication
- System validates account
- Investor dashboard opens
Stock investment
- Investor dashboard
- Market Watch
- Search security
- View security details
- Select trading action
- Enter order details
- Review order
- Submit through authorized trading infrastructure
- View order status
Mutual fund investment
- Investor dashboard
- Mutual Fund section
- Explore funds
- View fund information
- Select investment option
- Enter required details
- Complete authorization
- View application or transaction status
Portfolio tracking
- Investor login
- Dashboard
- Holdings or Positions
- View investment information
- Review valuation and performance
- Access individual holding details
IPO application
- Investor dashboard
- IPO section
- View available issues
- Select IPO
- Review issue information
- Proceed through application journey
- Complete authorization
- Track application status
Support request
- Investor
- Help / Support
- Select issue
- Submit request
- Operations team reviews
- Response or escalation
- Resolution
08 / The project
Relationship manager, admin and operations workflows
Admin and operations panel
- Customer management: view and search registered investor accounts using permitted identifiers, review account status, resolve access issues, record notes and escalate concerns.
- Service management: receive, categorize and assign support requests, update statuses and maintain resolution history.
- Content and notification management: publish announcements and informational content, configure communication templates and investor notifications.
- Reporting and monitoring: investor activity, support request and product engagement reports, plus administrative activity logs for audit and compliance.
Admin flow
- Admin login
- Authorized dashboard
- Select operational module
- Review customer, product or service data
- Perform permitted action
- Record activity
- Generate report
Customer support administration
- New request
- Classification
- Staff assignment
- Investigation
- Response
- Resolution
- Closure
Product content administration
- Admin
- Product / content management
- Create or update information
- Review
- Publish
- User interface updated
Relationship manager flow
- RM login
- View authorized customer portfolio
- Select customer
- Review permitted account information
- Record interaction
- Raise support request if required
- Follow up
- Close interaction
09 / The project
Team, delivery phases and methodology
- Requirement analysis and stakeholder workshops.
- User journey mapping for investor, relationship manager and admin roles.
- UI/UX wireframes and design approvals.
- Iterative frontend and mobile development in Agile sprints.
- Backend and integration development.
- Functional, integration and user acceptance testing.
- Deployment and stabilization.
| Role | Responsibility |
|---|---|
| Business Analyst | Investor journeys, functional requirements, investment product workflows |
| Project Manager | Planning, coordination, milestones, stakeholder communication |
| UI/UX Designer | Mobile and web investment experience, dashboards, usability |
| Mobile App Developer | Android and iOS application development and integration |
| Frontend Developer | Web trading interface and responsive components |
| Backend Developer | APIs, business logic, account and data integration |
| QA Engineer | Functional, integration, regression and device testing |
| DevOps Engineer | Deployment, environment configuration, monitoring |
10 / The project
InvestMart technology stack
| Layer | Technologies |
|---|---|
| Web frontend | Modern component-based web framework, responsive UI |
| Mobile application | Android and iOS application technologies |
| Backend | Secure API-based application services |
| Database | Transactional and user-data storage |
| Financial integrations | Authorized brokerage, market data and investment service interfaces |
| Authentication | Secure login, session controls and additional verification |
| Infrastructure | Scalable cloud / managed hosting |
| Security | HTTPS, role-based permissions, secure API access |
| Monitoring | Application logs, performance monitoring, error tracking |
| Testing | Functional, API, integration and regression testing |
11 / The project
Outcomes for Latin Manharlal's investors and teams
Investor experience
- Unified investment access: equity, mutual funds, IPOs, SIPs and funds available through one centralized platform.
- Simplified portfolio visibility: holdings, positions and P/L organized into clear dashboard sections.
- Mobile accessibility: investors can track markets and portfolios from their phones.
- Improved product discovery: investment services organized within a common digital experience.
Operational value
- Centralized digital experience that reduces fragmentation across customer-facing investment interfaces.
- Consistent navigation between market data, portfolios, orders and products.
- A structured support journey for handling investor inquiries and service requests.
Technical value
- Multi-platform accessibility across mobile and web interfaces.
- Modular financial experience, with distinct products presented within a common platform structure.
- Integration-oriented architecture ready to connect additional authorized investment services.
12 / The project
Why the InvestMart project matters
- Multi-platform investment experience: mobile app plus web trading terminal.
- Investor dashboard with portfolio visibility.
- Market watch and investment product discovery.
- Equity, mutual fund, Stock SIP and IPO journeys.
- Secure, account-oriented platform design.
- Relationship manager, operations and admin workflow foundation.
Questions about this project
What was the Latin Manharlal project about?
Latin Manharlal’s digital experience combines an investment-services website with InvestMart mobile screens for portfolio visibility and trading journeys.
What did the Latin Manharlal experience need to support?
Visitors learning about investment services and customers checking their holdings need different routes through the same brand. The public website explains the offering, while the mobile experience gives investment information and account actions their own focused interface.
Bizzeonline is a brand of Ackrolix. Project scope and visuals come from the shared delivery portfolio; this account has been edited for Bizzeonline. About the team.
