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Portfolio Management Solution for Mutual Fund Firm

Microsoft based Portfolio Management Solution for leading Investment company

Portfolio Management Solution for Mutual Fund Firm
Portfolio Management Solution for Mutual Fund Firm

About Project

Valuefy is a premier investment technology lab that offers its clients a broad range of comprehensive financial solutions. With it’s offices in India and Singapore, it’s clientele consists of leading financial institutions across the globe. To implement secured financial trade software, client was looking for ASP.Net development company and approached Brainvire for hybrid (offshore and onshore) development model.

What we did

Brainvire has implemented Portfolio Management Solution for a leading Mutual Fund Company. The platform includes measuring risk management, Equity Performance, and enhance marketing capabilities with advanced quantitative techniques. End user can view various graphical, table, statistical, and animation format letting trader for better visualization of trades.

Tech Stack

  • .Net MVC
    .Net MVC
  • Azure cloud
    Azure cloud
  • jQuery
  • Microsoft SQL Server
    Microsoft SQL Server




Provide customers with a dedicated investment facility



The user-friendly investment platform was built as per the requirements. It provided users with the option to choose and invest in a scheme of their interest. Moreover, the schemes could be tracked in real time and future profit or loss can be forecasted with greater accuracy. The customer will be provided with a detailed investment report pertaining to their investment(s), periodically.

Client Testimonials

Vivek Singal
Brainvire transparency helped us to be more confident that they were doing their best engineering work for us at all times. The excellent documentation skills and extensive communication demonstrated by the team has pleased our internal team and provides an important check for the confidence.
Vivek Singal
Manager - ValueFy
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152 Reviews

While the development is ongoing, the process of working with Brainvire Infotech Inc has been smooth. Their team possesses the necessary technical expertise and project management skills to create a quality product. They are available, supportive, and detail-oriented.

Vandana Biyani
Co-Founder, Finocart
2 years ago
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5.00/5 (228)