Financial App Development

Job ID: 39965654

Budget: ₹1,500 – ₹12,500 INR

Company / App Description (for Freelancer Brief)

company is a modern financial planning and investment management platform designed to help individuals take full control of their money and future goals. Our mission is to simplify personal finance by combining smart analytics, intuitive design, and expert advisory — all in one app.

Through company, users can:

Track their net worth and view real-time updates on investments such as Mutual Funds, Stocks, Gold, FD, and PPF.

Set and manage personal financial goals — like buying a home, a car, or planning for retirement — with automated savings recommendations.

Use built-in financial calculators (SIP, Lumpsum, EMI, PPF, etc.) to plan and estimate future returns.

View a detailed portfolio dashboard with charts, projections, and performance tracking.

Get expert financial advice directly through the “Ask an Expert” section for investment, insurance, or long-term planning queries.

Access helpful resources like money-saving tips, recommended books, and financial education from the side menu.

Company goal is to make wealth creation accessible and transparent for everyone — from students and professionals to families and self-employed individuals.

Key Features

Personalized dashboard with real-time insights.

Interactive goal planner and investment tracker.

Smart SIP & portfolio projections for 5, 10, or 20 years.

Clean UI/UX with light & dark modes for better accessibility.

Direct expert advisory and support for financial queries.

Project Objective

To design and develop a user-friendly mobile application (and optionally web interface) for personal finance management, goal planning, and investment tracking — following the provided wireframe and UI specifications.