Enterprise WealthTech for Indian Institutions
The White-Label Wealth Platform Built for Indian Banks & Brokerages
Custom, multi-tenant wealth management platforms for Indian banks, brokerages, NBFCs, and large advisory firms. SEBI and RBI compliance built in from day one.
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Built for Banks, Brokerages,
and Large Advisory Firms
Banks Launching Wealth
For banks building or modernizing wealth for HNI, private banking, or mass affluent segments under their own brand.
Brokerages Adding Advisory
For brokerages adding mutual funds or multi-asset advisory on top of an existing trading platform.
NBFCs & AMCs Going Direct
For NBFCs and AMCs building a direct-to-customer investor experience without the AMC-distributor overhead.
Family Offices & Large Advisors
For private wealth managers handling multiple holdings and entities, where SaaS no longer fits the workflow.
Everything Your Wealth Business Runs On
Every engagement is custom, but the foundation is consistent. These are the modules we ship across most enterprise wealth platforms in India.
Investor Portal
Multi-account households, role-based access, goal tracking, and self-service across web, mobile, and tablet.
Advisor Cockpit
Book of business, client 360, recommendation engine with rationale, workflow, tasks, and productivity reporting.
Portfolio Aggregation
Mutual funds, equities, ETFs, FDs, bonds, gold, AIFs, PMS. Account Aggregator integration and consolidated XIRR.
Planning & Risk
Goal-based planning, risk profiling, suitability scoring, cash flow projections, and what-if scenario modeling.
Robo & Recommendations
Rule-based and model-driven recommendations, configurable model portfolios, rebalancing engine, and full audit trail.
Transaction Layer
BSE Star MF and NSE NMF II execution, NSDL and CDSL demat integration, e-mandate, NACH, and order reconciliation.
Regulatory Reporting
SEBI and RBI mandated reports, FATCA and CRS, concurrent audit hooks, and a configurable report builder.
Integration Layer
CAMS, KFintech, Karvy, e-KYC, KRA, eSign, video KYC, credit bureau, AML screening, and core banking adapters.
Why Enterprise WealthTech
Is Not Like an MFD Tool
Multi-Tenancy
Branches, subsidiaries, partner channels, and product lines share infrastructure but never see each other's data.
Role Hierarchies & Audit
Every action is attributable. RM, supervisor, compliance, ops, and customer all see different scopes.
HA & Disaster Recovery
Active-active deployment, India region with cross region DR, RTO and RPO commitments backed by SLA.
Performance at Scale
NAV updates, batch reconciliation, and end-of-day reports across millions of rows without slowing the front end.
Why Financial Institutions
Choose Mindstack
Eight years building Indian wealthtech, from solo IFA tools to full-scale enterprise platforms. The work shows in how we architect for scale and how the system holds up after launch.
Eight Years of Indian Wealthtech
Edelweiss Finsens, PHFL, Paygro, Neosurge, Findola, Noren. We know what works on the Indian rails because we have already shipped it.
Direct Experience With the Rails
BSE Star MF, NSE NMF II, NSDL, CDSL, CAMS, KFintech, Karvy, NPCI, KRAs, AA framework. Integrated all of them on real engagements.
Custom or White-Label
Most enterprise customers want their own brand on the front end and full control of the architecture. We deliver both ways.
Cloud-Agnostic Delivery
AWS, Azure, GCP, or private cloud. We follow your IT and InfoSec policy, including data residency and DR requirements.
SLA-Backed Production Support
Managed support and enhancements for 24 to 36 months post launch. Direct access to engineers, not ticket queues.
You Own the IP
Source code, database, infrastructure as code, and full documentation are all yours. No vendor lock-in.
Your Build, in
Six Predictable Steps
Discovery
Map your business model, customer segments, current systems, and regulatory posture. 3 to 4 weeks.
Architecture
Solution architecture, integration plan, and milestone based fixed-fee proposal.
Sprint Build
Working software every two weeks. Steering committee monthly.
Pilot
Limited rollout to internal users or one segment to validate end-to-end.
Production
Phased migration of customers, training, and runbook handover.
Managed Support
SLA-backed support and enhancements team for 24 to 36 months.
Trusted by Edelweiss,
Paygro, and More
A few of the wealthtech platforms we have shipped for Indian financial services firms.
Edelweiss Finsens
Wealth platform for one of India's largest financial groups
Edelweiss PHFL
Housing finance platform with end-to-end loan workflows
Paygro
Investment via bill payments, an embedded wealth product
Neosurge
Assisted-services investment app for mutual funds and gold
Findola
Self-serve financial planning ecosystem for retail investors
Noren
Stock investor mobile app with watchlist and live data
Built for the Regulator,
Not Around Them
Auditability
- Full audit trail on every action
- Role-based access control
- Segregation of duties
Data & Encryption
- India data residency
- Cross-region disaster recovery
- In-transit and at-rest encryption with KMS
Regulatory Reporting
- SEBI and RBI mandated reports
- FATCA and CRS hooks
- Concurrent audit access
Industry Standards
- ISO 27001 ready
- SOC 2 friendly architecture
- DPDP-aware data handling
Looking for something smaller?
If you are an individual MFD or IFA practice rather than an institution, our mutual fund distributor software page covers the right scope. Same team, same Indian rails, smaller engagement.