Tender
FinTech • Wealth Management • Investment Advisory
Involvement
Brand Identity
Product Design and Development
Launched to Market
Involvement 4
Involvement 5
Problems
Lack of Trusted Investment Guidance
Young Indian investors lack accessible, trustworthy guidance for stock market investments, often falling prey to unregulated advice or missing opportunities due to information overload and complexity.
Absence of Personalised Risk-Based Investing
Existing investment platforms offer generic solutions without personalised risk profiling, making it difficult for first-time investors to align their portfolio strategies with their financial goals and risk tolerance.
Solutions
Persona-Based Investment Personalisation
Built a persona-driven investment platform with three distinct user profiles (Safe & Steady, Balanced Budgeter, High-Flying Trailblazer) to deliver tailored stock recommendations aligned with individual risk appetites and financial goals.
Multi-Broker Trading & Portfolio Integration
Integrated multi-broker trading infrastructure connecting Zerodha Kite Connect, Alice Blue, AxisDirect, and six other broker APIs to provide users flexibility whilst maintaining unified portfolio tracking across platforms.
Regulatory KYC & Secure Onboarding
Developed comprehensive KYC verification system leveraging Aadhaar and PAN card verification APIs to ensure regulatory compliance whilst streamlining user onboarding for seamless account activation.
Real-Time Market Analytics & Advisory Intelligence
Created real-time stock analytics engine processing NSE data feeds to deliver live market insights, detailed performance metrics, and intelligent notifications for SEBI-certified advisor recommendations.
What we did?
Architected a scalable microservices platform handling real-time stock data aggregation from NSE APIs, broker integrations, and SEBI-certified advisor recommendation feeds with sub-second latency.
Built intelligent recommendation engine delivering personalised stock suggestions based on user risk profiles, historical performance patterns, and certified advisor insights with comprehensive metrics (Target, SL, Holding Period, Trading Volume).
Developed intuitive portfolio dashboard showcasing real-time holdings breakdown, individual stock performance, profit/loss calculations, and return analysis to empower informed investment decisions.
Implemented secure KYC verification workflow integrating government verification APIs for Aadhaar and PAN card authentication ensuring regulatory compliance and fraud prevention.
Created push notification system for live stock recommendations, price alerts, and portfolio updates keeping investors informed of time-sensitive opportunities.
Deployed multi-broker trading integration supporting seamless stock purchases through Zerodha Kite Connect and eight additional broker platforms within a unified user experience.
Key Results & Impact
Tech Stack
React Native
Node.js
Python
PostgreSQL
Redis
AWS
Zerodha Kite Connect API
NSE API Integration
Firebase Cloud Messaging
RESTful APIs
I had the pleasure of working with Abdeali and his team at Siya during the development of our MVP. Abdeali consistently demonstrated his exceptional leadership and technical expertise throughout the project. One of the standout qualities I appreciated most was his unwavering commitment to adaptability. In the fast-paced world of startups, change is inevitable, and he embraced it with open arms. His willingness to pivot and adjust to evolving project requirements ensured that our MVP was always getting the attention it needed and delivered on time. Abdeali and his team were highly cooperative, fostering a collaborative atmosphere that made working together a seamless experience. Their dedication to quality and innovation shone through in the final product. It was a pleasure working with him, and I am grateful for the role he played in the success of our project.
Megha
Founder
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