Investment Platform Development Proposal

Total budget

₹15,00,000

Development plus maintenance

Build timeline

2 months

Month 1 and Month 2

Maintenance included

4 months

Months 3–6

Total engagement

6 months

Build plus support

Project overview

We will build an investment platform connecting investors, channel partners, and the internal operations team. The platform will support investor onboarding, verification, digital signing, investment opportunities, approvals, payments, reconciliation, portfolio records, and operational management.

Investor Portal

Channel Partner Portal

Internal Admin Portal

Phase 1 — Complete investment transaction flow

Objective: Make the complete journey from onboarding to confirmed investment smooth and operational.

Build window

Month 1

Delivery

End of Month 1

Transaction flow

1Partner onboarding→
2Investor onboarding→
3KYC verification→
4DGO signing→
5Opportunity selection→
6Investment approvals→
7Payment→
8Reconciliation→
9Allocation confirmation→
10Portfolio update

Payment received and investment confirmed are separate statuses. An investment becomes confirmed only after reconciliation and allocation. Partner-assisted onboarding retains the investor's personal consent, approval, and signing steps.

Scope

Channel partner invitations, onboarding, activation, and basic access management.
Investor creation, invitations, and client assignment.
Investor self-service onboarding through a secure link.
Partner-assisted onboarding and document submission.
KYC collection, verification, review, and correction requests.
DGO signing for agreements and required investment documents.
Investment opportunity creation, publishing, viewing, and selection.
Investment amount selection and request submission.
Required channel partner, investor, and internal approvals.
Payment link or payment gateway integration.
Payment status tracking.
Reconciliation and investment allocation confirmation.
Basic portfolio and transaction records.
Email confirmations and document downloads.
Essential transaction statuses, activity logs, and pending actions.
Testing, production deployment, and handover.

Phase 1 outcome: A deployed platform that supports the complete investment transaction journey.

Phase 2 — Dashboards and operational automation

Objective: Enable the internal team to manage routine platform operations independently, without depending on product or development teams.

Build window

Month 2

Delivery

End of Month 2

Master admin dashboard

Overall investments and transaction summaries.
Onboarding, KYC, signing, approval, and payment status.
Reconciliation and allocation queues.
Pending items, activity logs, and operational reports.

Channel partner dashboard

Assigned investors and their portfolios.
Client transactions and investment requests.
Pending onboarding, signatures, approvals, and payments.
Partner-level activity and performance summaries.

Investor dashboard

Portfolio summary.
Investment and payment status.
Transaction history, documents, and statements.
Pending actions.

Automation

Onboarding follow-ups.
KYC correction notifications.
DGO signing reminders.
Investment approval notifications.
Payment reminders and status updates.
Payment matching where supported.
Portfolio updates and investment confirmations.
Exception routing to the responsible internal user.

Internal management controls

Create, invite, activate, and deactivate channel partners.
Manage investors and partner assignments.
Manage roles and permissions.
Create, edit, publish, and close investment opportunities.
Manage approved document templates.
Review KYC and signing exceptions.
Handle payment mismatches, cancellations, and refund tracking.
Configure agreed notification and workflow settings.
Generate and download reports.

Phase 2 outcome: The internal team can manage standard operations and agreed configuration changes through the platform. Automated processes handle routine tasks, while exceptions appear with a clear owner and next action.

New features, new integrations, and structural product changes require separate development.

Phase comparison matrix

Phase 1 delivers the essential controls needed to complete transactions. Phase 2 expands dashboards, automation, and self-service administration.

Area	Phase 1 — Transaction flow	Phase 2 — Dashboards and automation
Partner management	Invitations, onboarding, activation, basic access	Full self-service management, assignments, roles and permissions
Investor onboarding	Self-service link and partner-assisted onboarding	Automated onboarding follow-ups and status tracking
KYC	Collection, verification, review, correction requests	Correction notifications and exception review queue
DGO signing	Signing of agreements and investment documents	Signing reminders, template management, exception review
Investment opportunities	Create, publish, view and select	Edit, publish and close via admin controls
Investment approvals	Partner, investor and internal approvals	Approval notifications and status dashboards
Payments	Payment link or gateway, status tracking	Reminders, matching where supported, mismatches and refunds
Reconciliation	Reconciliation and allocation confirmation	Reconciliation and allocation queues
Portfolio and transactions	Basic portfolio and transaction records	Portfolio dashboards, history, statements
Dashboards	Essential statuses and pending actions	Master admin, channel partner and investor dashboards
Notifications	Email confirmations	Automated reminders and status updates
Reports	Activity logs and document downloads	Operational reports, generate and download
Internal operational controls	Essential controls to complete transactions	Expanded self-service administration and configuration
Build window	Month 1	Month 2

Delivery timeline

The platform is built over two months and delivered phase by phase. The following four months are maintenance and support, already part of the quoted development cost.

Month 1

Phase 1 — transaction flow

Build, test and deploy the complete investment transaction journey.

Onboarding and KYC
DGO signing
Opportunities and approvals
Payments and reconciliation

Month 2

Phase 2 — dashboards and automation

Build dashboards, automate agreed workflows, expand internal controls, test and hand over.

Admin, partner and investor dashboards
Workflow automation
Internal management controls
Reports and handover

Months 3–6

Maintenance and support

Four months of maintenance and support, already included in the development cost.

Bug fixes and regression testing
Monitoring and uptime support
Minor adjustments and configuration
Helpdesk support for the internal team

Two months to build, four months of support included — six months in total.

Maintenance and support — Months 3–6

Four months of maintenance and support begin after the build is delivered. This is included in the ₹15,00,000 development cost and is not billed separately.

What is included

Bug fixes and regression testing across delivered functionality.
Monitoring, health checks, and support for platform availability.
Minor UI and workflow adjustments within the agreed scope.
Notification and configuration tweaks agreed with the internal team.
Support and guidance for the internal operations team.
Security patches and dependency updates on the delivered platform.

What is not included

New features or new screens not part of the agreed scope.
New third-party integrations.
Structural product or data-model changes.

Work outside the agreed scope is quoted and approved separately.

After Month 6: Continuing maintenance beyond the included four months can be extended on mutually agreed terms.

Budget

Component	Cost
Development build — Months 1–2	₹15,00,000
Maintenance and support — Months 3–6	Included
Total budget	₹15,00,000

Total budget: ₹15,00,000 for the agreed scope, covering the two-month build and the four months of maintenance that follow.

The budget covers development, integration work, testing, deployment, handover, and the included maintenance period.

Applicable taxes and third-party charges—including hosting, domain, KYC, digital signing, payment gateway, and email services—are additional unless explicitly included.

Maintenance beyond the included four months will be quoted separately.

Payment terms

Payment terms will be mutually agreed before project kickoff. This proposal does not include a milestone-based payment schedule.

Client inputs and assumptions

Approved onboarding fields and investment requirements.
KYC verification requirements.
DGO document templates and signing requirements.
Investment terms and approval rules.
Provider accounts, credentials, and production approvals.
Branding and domain access.
A nominated reviewer and timely consolidated feedback.

The timeline starts from the agreed kickoff with required inputs and access available. Additional scope or external provider delays will be assessed for their effect on delivery and budget.