Case Study - Abhiyaan Wealth
Comprehensive platform offering financial planning, investment insights, and custom calculators to assist in wealth creation and management.
Challenge
Design and develop a comprehensive financial advisory platform for Abhiyaan Wealth to enhance user engagement and simplify wealth planning. The platform should:
- Highlight the firm's expertise in investments and wealth creation.
- Provide a user-friendly interface with intuitive navigation.
- Feature sections dedicated to financial planning, investment insights, and client testimonials.
- Include a suite of custom-built financial calculators:
- SIP / Step Up SIP / Lumpsum Calculator: Estimate returns on regular and one-time investments.
- Retirement Calculator: Plan savings for early retirement.
- SWP Calculator: Track systematic withdrawals from mutual funds.
- Home Buy vs Rent Calculator: Compare financial impacts of renting versus buying a house.
- Loan Repayment vs Investment Calculator: Decide between investing extra money or paying off loans early.
- Goal-Based SIP Calculator: Plan investments to achieve specific financial goals.
Solution
Abhiyaan Wealth's platform is a modern, user-focused website designed to empower users to take control of their financial future. The platform provides:
- A polished and professional online presence that aligns with Abhiyaan Wealth's mission of promoting financial literacy.
- Customizable wealth management plans tailored to individual financial situations and goals.
- Educational resources and tools to help users navigate the complex investment landscape.
- A seamless user experience with clean design and clear navigation.
The financial calculators serve as core features, providing users with actionable insights into:
- Systematic investment planning (SIP).
- Retirement savings and withdrawal strategies.
- Cost-benefit analyses for major financial decisions, such as home ownership or loan repayment.
By combining expertise with cutting-edge technology, the platform facilitates holistic financial planning, enabling users to achieve their financial goals effectively and confidently.
Technologies
JavaScript
HTML5
CSS3
NextJS
TailwindCSS
