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Portfolio Manager

The Challenge

The client, a leading internet company, wanted to build a Personal Financial Management Tool primarily for Indian retail investors to track investments in Stocks, Mutual funds, ETF’s, Fixed Income Products, Cash in Hand and other Assets. The client also wanted to ensure that the solution is capable of updating the portfolio based on corporate actions like splits, bonus

The Solution

Dew team built a single-window solution that lets Indian investors & NRIs list all their assets classes- stocks, mutual funds, fixed deposits, real estate, bullions at one place and keep a close track of them, that too, with real time updates. It allows investors to take full control of their investment portfolio, customize their investment preferences, get immediate updates on stock prices, recent recommendations, important market announcements and price movements and monitor their net worth on the go. 

Stack & ROI

The solution was built on open source technologies that included Java, Spring, Mysql on the backend and Angularjs, css, js on the frontend. The solution was deployed over optimised infra with all images, css and js being served via a content delivery network for faster processing. Redis and Memcache were used for caching of certain information. Users’ financial data is secured by using 128-bit encryption, the kind of security used by Banks for their online e-businesses, making the investors sure that their data is safe.


Understanding on the fly our goals and accomplishments, ability to produce the right code at once with iterations needed only if the feature scope changes, does make this team an ideal partner for our comprehensive and interesting project. Minimum of management, right questions, good and timely initiatives – we really felt them part of us

Sanjay Sindhwani
VP, Economic Times


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