Website Design for WealthCRM – A Financial Advisor Software Platform
Budget: ₹1,500 – ₹12,500 INR
Project Description:
WealthCRM is a fintech company providing a comprehensive CRM and wealth management platform tailored specifically for financial advisors in India. Our software, also called WealthCRM, empowers advisors to manage their clients’ complete financial portfolios with ease and efficiency.
We are looking to hire a skilled website designer (UI/UX + frontend) to create a professional, modern, and mobile-responsive company website that effectively communicates our product offering, benefits, and target audience.
⸻
Objective of the Website:
The website is meant to showcase WealthCRM as a trusted platform for financial advisors, highlighting its features, benefits, and use cases. It should also include a brief for end-users to understand what they will experience through the advisors using our CRM.
Target Audience:
• Financial Advisors / Wealth Managers in India
• Independent Mutual Fund Distributors (MFDs)
• Insurance Agents
• Financial Planners
⸻
Key Features to Highlight on the Website:
• Overview of WealthCRM Software
• Features:
• Net Worth & Wealth Tracking
• Mutual Fund Portfolio Management
• Digital Gold & Silver Tracking
• Insurance (Health, Term, Life) Management
• Loan & Liability Tracking
• Fixed Deposits, Recurring Deposits, Post Office Schemes, PPF/EPF
• Benefits for Financial Advisors
• Screenshots or Demo Section (optional for design)
• Call-to-Action for Demo Request / Signup
• Contact Page
• About Us section
• Blog/Resources section (optional)
⸻
Deliverables Expected:
• Home Page + 4–5 Inner Pages (About, Features, Contact, etc.)
• Fully responsive website design (mobile + desktop)
• Figma or Adobe XD-based design (preferred)
• Assets optimized for development handoff
Preferred Style:
Clean, modern, minimalistic, professional — must appeal to finance professionals.
⸻
Optional (Bonus) Skills:
• UI Kit design
• Landing Page creation for lead generation
• Basic animation/micro-interaction design
Competitors Website:
https://investwellonline.com/
https://www.ifaplanet.com/
https://www.reedos.com/
https://wealthmagic.in/
https://www.ifaplanet.com/
https://wealthelite.in/
⸻
If you’ve designed fintech, SaaS, or B2B product websites before, that will be a strong plus. Please share your portfolio and similar past work.
WealthCRM is a fintech company providing a comprehensive CRM and wealth management platform tailored specifically for financial advisors in India. Our software, also called WealthCRM, empowers advisors to manage their clients’ complete financial portfolios with ease and efficiency.
We are looking to hire a skilled website designer (UI/UX + frontend) to create a professional, modern, and mobile-responsive company website that effectively communicates our product offering, benefits, and target audience.
⸻
Objective of the Website:
The website is meant to showcase WealthCRM as a trusted platform for financial advisors, highlighting its features, benefits, and use cases. It should also include a brief for end-users to understand what they will experience through the advisors using our CRM.
Target Audience:
• Financial Advisors / Wealth Managers in India
• Independent Mutual Fund Distributors (MFDs)
• Insurance Agents
• Financial Planners
⸻
Key Features to Highlight on the Website:
• Overview of WealthCRM Software
• Features:
• Net Worth & Wealth Tracking
• Mutual Fund Portfolio Management
• Digital Gold & Silver Tracking
• Insurance (Health, Term, Life) Management
• Loan & Liability Tracking
• Fixed Deposits, Recurring Deposits, Post Office Schemes, PPF/EPF
• Benefits for Financial Advisors
• Screenshots or Demo Section (optional for design)
• Call-to-Action for Demo Request / Signup
• Contact Page
• About Us section
• Blog/Resources section (optional)
⸻
Deliverables Expected:
• Home Page + 4–5 Inner Pages (About, Features, Contact, etc.)
• Fully responsive website design (mobile + desktop)
• Figma or Adobe XD-based design (preferred)
• Assets optimized for development handoff
Preferred Style:
Clean, modern, minimalistic, professional — must appeal to finance professionals.
⸻
Optional (Bonus) Skills:
• UI Kit design
• Landing Page creation for lead generation
• Basic animation/micro-interaction design
Competitors Website:
https://investwellonline.com/
https://www.ifaplanet.com/
https://www.reedos.com/
https://wealthmagic.in/
https://www.ifaplanet.com/
https://wealthelite.in/
⸻
If you’ve designed fintech, SaaS, or B2B product websites before, that will be a strong plus. Please share your portfolio and similar past work.