Elixir Equities

Elixir Equities is a platform designed to offer investors a guided and simplified approach to mutual fund investing. It empowers users through intuitive DIY tools, smart goal-based planning, and expert support at every stage of their investment journey. Elixir Equities focuses on removing the complexity from investment decisions with a seamless onboarding experience and clear, real-time portfolio visibility. The platform’s mission is to make smart wealth creation accessible and achievable for everyone.

Elixir Equities

Case Study

The app was developed to serve as a comprehensive hub for all mutual fund-related activities. It enables fast, fully compliant digital onboarding, paired with intelligent, goal-driven investment pathways. Users can explore a wide range of mutual fund categories with ease, supported by a smooth and informative interface.

Overview
and Plan Ahead

The project was executed using a modular, iterative development approach, starting with deep research into client requirements and investor pain points. Prioritizing a user-friendly experience, we designed intuitive UX flows and structured the platform into self-contained modules—including onboarding, investment journeys, fund discovery and goal-based investing. Agile methodology enabled close collaboration with stakeholders and consistent delivery of progress. The result was a robust mutual fund platform offering fast, compliant digital onboarding, goal-based investment flows and rich fund exploration. The app ensured regulatory compliance, data privacy, and secure transaction processing—positioning the platform as a comprehensive, scalable solution for modern investors.

Solutions and Steps Taken

Our team brainstormed with the client on multiple sessions and came up with an amazing solution for the platform, and below are few modules

Digital Onboarding

A fully compliant onboarding process all via Fintech Primitives.

Goal-Based Investment Engine

Users could select from predefined goals such as Retirement, My First Crore, Long Term Wealth, Wealth Creation, or create custom goals. Based on inputs like age, expenses and monthly SIP budget, the app recommended suitable mutual funds and calculated expected future corpus using various scenarios.

Explore Mutual Funds

A comprehensive fund discovery experience allowed users to filter funds by asset category, type and returns. They could invest instantly via SIP or lumpsum.

Transactions

Invest easily through SIPs, lumpsum contributions, or switches — all in one intuitive interface. The platform supports real-time execution and smart workflows for flexible, goal-based investing.

Portfolio Overview

View a consolidated snapshot of your mutual fund holdings in real-time. Track asset allocation, NAV movements, and performance trends at a glance.

Reports

Access detailed reports including scheme-wise capital gains, holdings, and transaction history. Designed for clarity, compliance, and easy tracking of portfolio performance.

Results and Discussion

The implementation of Elixir has led to a transformative improvement in the overall investor experience. The onboarding journey is now seamless, fast, and fully digital—allowing investors to get started in minutes. By intelligently aligning fund recommendations with each user’s financial goals and risk appetite, the platform empowers users to make more informed and confident investment decisions. Additionally, features like real-time portfolio tracking, consolidated reporting, and expert support throughout the investment lifecycle enhance transparency and trust. Elixir ultimately simplifies complex financial choices and positions itself as a reliable, end-to-end solution for modern wealth creation.