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Mutual Fund Portfolio Management System
Functional Requirements 1. Explore Funds (Research Vendor API) Oversee platform operations, compliance, and business development. Implement technical solutions, cybersecurity, and infrastructure scalability. ● Fetch & display AMFI-registered mutual funds. ● Advanced filtering, sorting, and comparison options. ● Real-time NAV updates, risk analysis, and fund performance metrics. 2. Mutual Fund Transactions (BSE Star MF API) ● Lumpsum & Redemption ○ Users can buy/sell funds with real-time NAV pricing. ● SIP, XSIP (Exchange SIP), STP, SWP ○ Automated monthly and systematic investments. ● UCC Registration & KYC ○ Onboard users with E-Log-based digital account opening. 3. Portfolio Management & Tracking (CAMS/Kfintech API) Accelerate Your Financials ● Track holdings, performance...