A specialist team

We build the platforms
wealth and lending firms
run on.

Mindstack Technologies. Mangalore-based. A long practice in Indian wealthtech, with engagements in India and abroad.

Mindstack works with wealth, advisory, and lending firms. AMCs, MFDs, RIAs, NBFCs, brokers, advisors. We build the operational platforms they run their business on and maintain them in production after launch. Engagements are multi-year by design. Most of our work to date is with Indian firms. We take on international engagements where the fit is right.

The practice.

Our work covers four areas: wealth, advisory, lending, and broking. Within each, we build the operational platforms the business runs on. Distributor software, advisor back-offices, broker trading apps, loan origination systems, AMC distribution portals.

Indian financial services carries a depth that rewards specialists. CAMS and KFintech RTA feeds. BSE Star MF and NSE NMF II integrations. Account aggregator pulls. Credit bureau APIs. e-Nach mandates and e-Sign flows. GST and TDS on distributor commission. EUIN tagging on every transaction. KYC checks. Clawback windows. Our team has shipped against all of it in production. We bring that depth on day one of an engagement, not on the customer’s timeline.

Selected platforms in production: Findola Capital. Paygro. Edelweiss Finsens. Edelweiss PHFL. Neosurge. Noren. InPrime Finserv. Independent. All live. Most still maintained by us, years after launch.

Who you’ll work with.

Three of us run Mindstack, with a senior team behind us. One of us is directly involved in every engagement.

Arun Bhat

Arun Bhat

Co-founder & Director

Engineering background. Most days he is sitting with a client product lead, working through how a build should fit their operations rather than how a brief should fit a spec. Sets technical direction across the portfolio.

Shazad Maved

Shazad Maved

Co-founder & Director

Runs delivery and the engineering team. Owns the parts of the work that keep platforms live in production years after they ship.

Swastik Poojary

Swastik Poojary

Chief Product & Growth · Senior Partner

Leads product strategy and partner engagements. First call for prospective clients figuring out whether their build is the right fit for our team.

What we believe.

We don’t ship and walk away.

Most of our engagements run for years past launch, with the team that built the platform still maintaining and extending it. A few clients have taken full ownership over time, which is also part of the design. What we do not do is hand off and disappear.

We learn the business before the spec.

Discovery is sitting with your operations team and watching a real loan get originated, a real KYC get rejected, a real reconciliation get reopened. The build is shaped by what we saw, not what was on the brief.

We work with your team, not at them.

Most of our builds run as one squad with your product or operations lead embedded. Standups together, backlogs shared, modules handed over with documentation when your team is ready to own them.

Specialist by choice.

Wealth, advisory, and lending. The only domains we build in. The team you meet on day one is the team that ships, with depth built up across years of shipping in financial services, primarily in India.

What we work on.

  1. Custom WealthTech builds.

    Mutual fund apps, lending platforms, RIA back-offices, advisor tools, MFD software, broker apps. Co-built with your team and maintained after go-live. Most of our case studies fall here. See the case studies.

  2. MFD Software.

    Productised software for established Indian MFDs with real AUM. BSE Star MF and NSE NMF II integrations, AUM tracking, commission reconciliation, branded client reporting, audit trail. See MFD Software.

Some of the teams we’ve worked with.

  • Edelweiss Mutual Fund
  • Findola Capital
  • InPrime Finserv
  • Neosurge
  • Torus Money
  • Reliance
  • Axis
  • Redefine Wealth
  • Miles Wealth
  • Elixir Equities
  • BFC Capital
  • Lemnisk

Building something in wealth, advisory, or lending?

Tell us about it. We respond within one business day. Initial calls are exploratory and there is no pitch deck. If the project is a fit, we will say so. If it is not, we will tell you and point you somewhere better.

Get in touch