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Bonds distribution platform for Wealth Managers

This is a comprehensive Fixed Income Investment solution, designed to cater to the investment needs of wealth distribution partners, independent financial advisors, advisory firms, chartered accountants, family offices, and corporate treasuries. The solution provides access to a diversified portfolio of fixed income securities, including bonds, debentures, and other fixed income instruments, offering attractive yields and risk-adjusted returns. Users can choose from a range of flexible investment options, suitable for both short-term and long-term investment goals, customized to meet their clients investment requirements.


The fixed income market in India is growing rapidly, with a market size of approximately Rs. 100 trillion as of 2021. The market is expected to continue growing, driven by the increasing demand for fixed income products and the government's efforts to deepen the bond market.

Problem statement

The platform should be user-friendly and intuitive, with a simple and streamlined interface that enables investors to make informed investment decisions quickly and easily. It should also provide a seamless onboarding experience for new users, with clear and concise instructions for setting up an account and managing investments.

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Increasing Adoption of Digital Platforms: Digital platforms for fixed income investment are gaining popularity in India, with investors looking for more accessible and convenient investment options. According to a report by IBEF, the digital investment platform market in India is expected to grow at a compound annual rate of 28% between 2020 and 2025.

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Design solution

Our design solution consist of creating a streamlined and intuitive interface that enables users to easily navigate and manage the investments for their clients. The platform would feature a personalized dashboard that displays real-time market updates and investment performance metrics, as well as tools for portfolio management and risk assessment. We focused on the discovery experience of bonds and then order management process where buyers and sellers can negotiate and close deals. The trade management section was crucial because we had to create a workflow for users to select multiple clients for whom the order needs to be completed. The onboarding experience was also simplified to make the diverse set of users to get on the platform quickly & easily.

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