One platform to sell subscriptions, verify clients, publish research and reach members on every device: a website with live market data, an operations console and native iOS and Android apps.
Research analysts in India work under strict SEBI rules. Every page, payment and message has to carry the right disclosures, clients must complete KYC before receiving advice, payments can only go to the firm's registered account, and complaints must be handled within fixed timelines.
We designed and built the firm's platform end to end: a public website with live market data, an internal operations console, and native iOS and Android apps, all on one shared backend.
Our role: website, market data terminal, admin console, iOS and Android apps, design system and cloud automation, in about four months from first commit to mobile store builds.
Leads came in through scattered channels, payments were matched manually, and research went out over several messaging apps. The firm needed a platform that would:
Present a credible, premium brand to serious investors.
Turn visitors into verified, paying subscribers without manual hand-offs.
Give the team one place to publish research, manage members and check payments.
Get research to members immediately on the web and on their phones.
Make compliance part of the product, so it doesn't depend on people remembering it.
Registration details, risk disclaimers and grievance information live in shared components, with disclaimers in multiple Indian languages.
Website, console and apps share data and APIs, so a report published once reaches every channel.
A Figma design system with light and dark tokens, a component library and 34 screens wired into a clickable prototype.
A dedicated hardening pass tightened database rules, moved payment verification to the server and added admin roles.
Six connected pieces that cover the firm's whole client lifecycle.
Real-time prices over WebSockets, index movers, sector performance, global markets, economic indicators and news.
Fundamentals, financial statements and valuation ratios for each listed stock.
A plain-language overview of strengths, profitability, financial health and risks.
Watchlist, SIP calculator, accessibility widget, light and dark themes, and full disclosure pages.
Shared components show registration, risk and grievance information the same way on every page and email.
Payment verification runs on the server, not in the browser.
Administrators get only the access their role needs.
A subscription changed in the console takes effect on web and mobile at once.
A visitor can discover the firm, sign up, complete KYC, pay and start receiving research without anyone on the team stepping in.
Regulated businesses in finance, healthcare, insurance and education share the same problem: the rules are strict, and manual processes don't scale. We build platforms where compliance, payments and operations are part of the product from the start.
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