Miles Wealth
Miles is an app designed to provide investors with a clear, user-friendly, and guided approach to mutual fund investing. It guides investors by offering intuitive features and support throughout their investment journey.
Miles Wealth
Case Study
The app aims to simplify financial decision-making through tailored recommendations, hassle-free onboarding, and a unified view of investment portfolios. Miles is committed to making smart wealth creation accessible to everyone by blending personalized assistance with advanced technology.
Overview
and plan ahead
The vision behind Miles was to simplify the end-to-end investment journey by offering a platform that could handle digital onboarding, customized investment plans, and the flexibility of both personal and corporate investing. The goal was to reduce manual intervention, streamline investor workflows, and ensure regulatory compliance at every stage.
The development of Miles followed a modular and iterative approach. We started by conducting user research to identify client requirements with the focus being on the implementation of a user-friendly journey.The platform was architected with independent yet integrated modules such as onboarding, investment journeys, fund exploration, corporate SIP creation, and support. Throughout the project, we maintained a strong focus on data security, regulatory compliance with SEBI guidelines, and secure financial transactions, especially during integrations with Signzy and BSE APIs.
Solution 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
Customer Onboarding
A compliant and automated onboarding flow powered by Signzy.
Risk-Profile Based Investing
Investors were guided through a risk assessment process, after which the platform provided tailored fund recommendations based on their individual risk appetite and financial profile.
Goal-Based Investment Engine
Users could choose from predefined financial goals like Retirement, My First Crore, Tax Saving, etc. The engine considered inputs such as age, returns, SIP amount, and risk score to recommend optimal mutual fund plans and expected future corpus projections.
Explore Funds
A rich fund discovery experience that enabled users to search and filter mutual funds across multiple parameters—asset category, type and returns. Users could invest instantly via SIP or lump sum.
Corporate SIP
Miles supports tailored solutions and allows the creation of corporate SIPs . This module was developed with approval flows to ensure compliance.
KYC Modification
A dedicated module allowed users to update their KYC details seamlessly within the app.
Results
and Conclusion
The implementation of Miles leads to a significantly improved investor experience. The onboarding process has become streamlined and fast. By aligning fund recommendations with users’ risk profiles and goals, the platform enables smarter investment decisions and greater financial confidence.
Corporate SIP creation brings in a unique offering while the integration of Signzy and BSE ensures compliance, real-time processing, and industry-standard reliability. The platform has been well-appreciated for its intuitive design, transparent investment process, and flexibility.
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