WealthBridge Capital: AI-Powered Wealth & KYC Platform
Overhauling manual onboarding to a fully automated AI-driven SEBI-compliant advisor platform managing ₹850Cr simulated AUM with 40+ AMC integrations.
Project Type
AI-Powered Wealth Platform
Timeline
3 months
Our Role
Lead Fintech Engineer
The Challenge
WealthBridge faced severe onboarding friction. Over 40% of retail investors dropped out during manual KYC registration, leading to high acquisition costs. They needed to integrate 40+ AMCs, parse daily CAMS CAS statement feeds, and accelerate KYC onboarding under strict SEBI guidelines.
Key Features
AI-Powered Aadhaar KRA eKYC validation
BSE StarMF routing for 40+ AMC integrations
Interactive 10-metric mutual fund portfolio analytics
High-speed CAMS CAS PDF parser
Technical Architecture
We engineered a premium wealth management software company solution featuring secure Aadhaar eKYC via Digio, instant video In-Person Verification (IPV) with liveness detection, automated BSE StarMF integration, and a CAMS parser. AI models extract field items from external statements with 99.8% precision.
"Anu InfoTech Solutions completely resolved our user dropout challenge. The AI KYC flow is incredibly fast, and we onboarded 25,000 investors seamlessly."
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