Data & Analytics

Data & Analytics Solutions Built for Smarter Wealth Management

We design and implement powerful analytics systems that help distributors, advisors, and fintechs make informed decisions. From real time dashboards to compliance reporting, we turn your data into clarity and confidence.

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Make Data Work for You

Financial platforms generate massive volumes of data, transactions, investor behavior, AUM trends, compliance logs, and market movements. At Mindstack, we help you harness that data to uncover opportunities, monitor performance, and simplify compliance.

Our data engineers and analysts build pipelines, dashboards, and analytics layers tailored to WealthTech workflows turning scattered information into valuable intelligence your business can rely on.

AUM & Revenue Dashboards

Track performance, growth, and distribution metrics across channels.

Investor Behavior Insights

Understand investor trends, product preferences, and engagement levels.

Compliance & Audit Reports

Automated reports aligned with SEBI, AMFI, and internal governance.

Transaction & Operations Analytics

Real time tracking of SIPs, redemptions, STP/SWP flows, and error trends.

Data Warehousing & ETL Pipelines

Unified data systems that consolidate feeds from NSE, BSE, CAMS, and KFintech.

Custom BI Tools

Embedded analytics dashboards designed for business and advisor teams.

Our favorite part:
the tech stack

In today’s time, web applications are real-time and data-driven with the least latency and higher performance. With our tech stack, we build such applications for you that are seamless, scalable, and match your project needs.

Data Without Boundaries. From Source to Visualization.

We design data systems with transparency and precision in mind. Every metric, chart, and report is backed by a robust pipeline that ensures accuracy and timeliness.

Data Discovery

Map all internal and external data sources — RTAs, exchanges, CRMs, payment systems.

Data Engineering

Build ETL pipelines using modern tools.

Modeling & Transformation

Structure data for analytics with Cube.js, or custom SQL models.

Visualization & Reporting

Build dashboards with Metabase, Power BI, or custom React-based frontends.

Monitoring & Governance

Ensure data quality, versioning, and secure access with automated checks.

Scalability

Scalable platforms with load balancers and on demand scaling.

They delivered a great site that’s already seeing a high conversion rate. While it’s challenging to make a financial firm look engaging and fun, they’ve managed to pull it off in their delivery of our website

Priya Malani,

Founder of Stash Wealth

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I would recommend them for highly technical projects which also need creative and solution-oriented thinking.

Sean Singh,

Product Design & Technology Consultant

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Our focus is always on the bigger picture

At Mindstack, we focus on the bigger picture and think of the product as the soul that lives in code. Technology is surely important. But a product as a whole is more than just technology. Consumer perception, market feasibility, competitive landscape, value proposition, and long-term product vision – we take all those factors into account before we write a line of code.

Success stories

It’s not a success if there’s only one winner

We have worked relentlessly to step up our game and enter the competitive realm, and the benefit was never ours alone. Our success stories are comprised of our clients’ success stories, and that’s something we massively cherish.

Edelweiss - Finsens

Finance planning mobile app

Finsens is a financial tracking and planning app by Edelweiss. it uses specific algorithms to suggest the mutual funds where you need to invest in order to achieve your financial goals.