Mutual Fund Portfolio Management System

4. Functional Requirements
4.1 Explore Funds (Research Vendor API)
Oversee platform operations, compliance, and
business development.
Implement technical solutions, cybersecurity, and
infrastructure scalability.
● Fetch & display AMFI-registered mutual funds.
● Advanced filtering, sorting, and comparison options.
● Real-time NAV updates, risk analysis, and fund performance metrics.
4.2 Mutual Fund Transactions (BSE Star MF API)
● Lumpsum & Redemption
○ Users can buy/sell funds with real-time NAV pricing.
● SIP, XSIP (Exchange SIP), STP, SWP
○ Automated monthly and systematic investments.
● UCC Registration & KYC
○ Onboard users with E-Log-based digital account opening.
4.3 Portfolio Management & Tracking (CAMS/Kfintech API)
Accelerate Your Financials
● Track holdings, performance, and capital gains reports.
● Generate profit & loss and tax reports for investors.
4.4 Life Tree Calculator (AI-Driven Financial Planning)
● Input financial details (income, expenses, liabilities, goals).
● AI-generated personalized investment strategies.
● Risk profiling and asset allocation suggestions.
4.5 AI Chatbot & Expert Consultation
● AI-driven query resolution & investment recommendations.
● Book an Appointment for personalized financial planning.
4.6 CMS for Financial Education (E-Yourself)
● Blogs, articles, webinars, and video tutorials on investing.