Location: India (for all countries)

Role: Designed and built an app

About: Orbit is an independent, unbiased financial advisory company with a client base of over 3000 investors. They choose the best of breed products across more than 900 mutual fund schemes, life and general insurance schemes, fixed deposit schemes to find the one best suited for your financial goals.

Solution: My scope included to build an app to centralize the customers experience to track their Investment Portfolios, Investment and Goals. Features included – Family Portfolio, Applicant-wise Portfolio, Asset Allocation, Goal Based Financial Planning, Scheme Allocation, Transactions, Latest NAV, Day’s Change, Scheme Performance and by Folio.