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RaqbashTechnologies

Fintech · Investment

Investment Platform Website Development Company in India

Raqbash is an investment platform website development company in India that builds for WealthTech teams, advisers and distributors: risk disclosed plainly, performance presented with the disclaimers it requires, and KYC onboarding that finishes. Execution stays on your regulated platform.

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Investment website with prominent risk disclosure, a risk-profile selector, portfolio allocation and KYC onboarding progress
Websites delivered
110+
Years experience
10+
Rated on Google Reviews
4.9
Disclosure placed, not footnoted
Risk first

Trusted partners

Clients we worked with

From global enterprises to fast-growing startups, brands across the world trust Raqbash to build and scale their digital products.

Overview

Financial advisor website design for advisers, distributors and WealthTech

Raqbash is an investment platform website development company in India, handling financial advisor website design and development for investment advisers, mutual fund distributors, PMS firms and WealthTech platforms. We design the pages a careful investor reads before booking a call or opening an account, and we build the onboarding, risk-profiling and dashboard pieces behind them. Advice, execution and custody stay with your registered entity, and our copy never forecasts a return.

Investing is sold on credibility and regulated on disclosure. First-time investors need risk stated honestly, track record shown carefully, and onboarding that feels secure. We build for that clarity, and we never imply guaranteed returns, because SEBI expects otherwise and so do serious investors.

One team

Investment website development and design from one team

Investors read slowly and check everything. We design pages that reward that care and build tools that never overstate what they show.

Design

  • Adviser profiles that show qualifications, registration numbers and fee structure as you hold them, close to the booking button.
  • Fee layouts for advisory fees, distributor commissions and expense ratios, built to carry your own figures.
  • Risk-profile questionnaires split into short screens, each with a plain summary of what the answer means.
  • Calculator screens where the assumed rate is a visible input your team sets, next to a note that results are illustrative.
  • Investment website design that stays calm: muted colour, generous spacing and one action per screen.

Development

  • Onboarding flows that pass KYC, risk profile and bank details to your KYC registration agency or platform partner.
  • Investor dashboards that read holdings and statements from your back-office or RTA feeds through their APIs.
  • SIP and goal calculators with rate assumptions managed in the CMS, and every output labelled illustrative.
  • Appointment booking for adviser calls, with calendar sync and reminders by email or WhatsApp.
  • A document vault for agreements and reports with OTP access, expiring links and an access log.

With financial advisor website design and the build in one team, every disclaimer placed in the layout stays wired to the figure it qualifies.

What we build

Investment Platform Website Development Services We Offer

Six capabilities cover almost every WealthTech brief we take on, from an adviser's education-and-lead site to a full onboarding platform with dashboards behind it.

  • Product & Education Pages

    Clear explanations of funds, portfolios, SIPs and fees, with education content that turns a hesitant first-time visitor into a confident one.

  • Risk-Profiling & Onboarding

    Guided KYC and risk-profiling entry points that hand off to your regulated onboarding, funding and execution partners.

  • Honest Performance Presentation

    Your track record shown with the disclaimers and time periods it requires: never cherry-picked, never implying a guarantee.

  • Investor Dashboards

    Authenticated areas for holdings, statements and documents with secure session handling, reading from your platform's APIs.

  • Calculators & Tools

    SIP and goal calculators that help an investor plan and self-qualify, framed as illustrative rather than as a forecast.

  • Trust & Disclosure Content

    Registration details, grievance redressal and prominent, honest risk disclosure that build durable credibility rather than urgency.

Risk, onboarding & performance

Risk Disclosure, Onboarding & Honest Performance

We place risk where a cautious investor sees it before deciding, present your track record with the disclaimers and periods it requires, build KYC and risk profiling that hand off to your regulated partners, and frame calculators as illustrative rather than predictive.

Risk Stated First, Not Footnoted

Prominent, plain-language risk disclosure designed into the page structure with SEBI advertising and disclosure norms in mind. Nothing we build implies a guaranteed or expected return. A first-time investor reads that honesty as competence.

Performance Shown Honestly

Track record presented with your mandated disclaimers and clearly stated time periods. The figures are yours: we present them, and we never select, compute, annualise or round them.

Onboarding That Survives KYC

Guided KYC and risk profiling that hand off cleanly to your regulated onboarding, funding and execution partners, engineered carefully, because drop-off happens at the last step, after you have already paid to acquire the investor.

Tools That Don't Over-Promise

SIP and goal calculators framed as illustrative, worked from an assumed rate you set: not a projection, a forecast or a promise of actual returns. The page says so beside the result, not in a footnote.
  • Built with SEBI advertising and disclosure norms for investment products in mind
  • Prominent, honest risk disclosure: no guaranteed-return or misleading performance claims
  • Registration and grievance-redressal details surfaced clearly
  • HTTPS/TLS, secure sessions and audit logging on sensitive actions
  • Consent-gated analytics and data minimisation in line with India's DPDP Act

Sitemap

What an investment website needs

This set suits an adviser or distributor. A WealthTech app adds product and app-store pages; a PMS firm adds strategy documents for eligible investors.

Home
Who you serve, how you are paid, and one way to start: book a call or open an account.
Services
Advisory, distribution, portfolio management or planning, each explained without jargon.
Fees
How you charge, in your own published figures.
Team & credentials
Each adviser with qualifications and registration details as held.
Risk profiling & onboarding
Questionnaire, KYC and agreement signing in a guided sequence.
Investor login
Holdings, statements, transaction history and reports from your platform.
Learn
Articles, guides and illustrative calculators that explain products and their risks.
Disclosures & grievance
Disclaimers, investor charter, the complaint data you publish and grievance contacts.
Contact
Office address, booking calendar and response times you can keep.

Why Raqbash

Choosing an Investment Platform Website Development Company in India

WealthTech teams and advisers pick a WealthTech website design agency on proof: we build the sober version, risk in view, performance presented properly, and not a promise your compliance team has to argue with.

4.9 rated on Google Reviews

  • Risk Shown Up Front

    We put risk where a cautious investor sees it before the sign-up button. Sites that bury it read as a scam to exactly the people you want.

  • No Guaranteed-Return Language

    We won't write growth or returns promises into your site. That keeps your compliance review short and your advertising defensible.

  • Onboarding That Finishes

    KYC, risk profiling and funding are where investors give up. We engineer that last stretch rather than treating it as someone else's problem.

  • Performance Presented Properly

    Your figures, your disclaimers, your stated periods: presented so a reader can judge them, and so a regulator would recognise them.

  • Fast On Indian Networks

    Next.js, image optimisation and edge delivery keep education pages and onboarding steps quick on the mobile data most investors are on.

  • Remote-First, Fully Accountable

    Senior in-house people on IST who work through video reviews and a shared dashboard, and stay answerable for disclosures and uptime long after your platform goes live.

Ready for an investment website a cautious investor trusts?

Tell us about your products, fee model and execution partners, and we'll send you a free, fixed-scope quote covering risk disclosure, education, calculators and onboarding.

+91 97730 66237

Investment businesses

Investment Businesses We Build For

Portfolio management website design has to stretch from a robo-advisor explaining an algorithm to a family office that will never publish a web form. These six need the same disclosures in very different registers.

How we work

How We Build Your Investment Website, Step by Step

Six transparent phases take your platform from first conversation to live and supported, including a review where your compliance team checks every performance figure, risk statement and calculator assumption one at a time, because on this vertical almost any sentence can become an advertising problem.

  1. Step 01

    Discover

    We map your products, fee model, risk-profiling logic, execution partners and investor segments.

  2. Step 02

    Design

    We design sober, unhurried pages where risk sits in view rather than beneath the fold.

  3. Step 03

    Develop

    We build education pages, calculators, risk profiling, onboarding hand-off and dashboards.

  4. Step 04

    Claim-By-Claim Review

    Your compliance reviews every performance figure, risk statement and calculator assumption.

  5. Step 05

    Launch

    We migrate carefully, preserve SEO equity, verify Core Web Vitals and go live with monitoring.

  6. Step 06

    Support

    We refresh performance data and disclaimers on your schedule, and watch onboarding completion.

Tech & integrations

Technologies & Integrations for Investment Websites

We build investment platforms on a modern, proven stack with secure sessions and audit logging assumed from the start, then use backend development to connect them to the systems that actually execute: your KYC and risk-profiling providers, and your execution and custody partners.

Frontend

  • Next.js
  • React
  • TypeScript
  • Tailwind CSS

Backend

  • Node.js
  • PostgreSQL
  • REST & GraphQL

CMS

  • WordPress
  • Sanity
  • Strapi

Security & Hosting

  • TLS/SSL
  • Secure sessions
  • Audit logging
  • WAF & CDN

Investment Integrations

  • KYC & risk-profiling providers
  • Execution & custody partner APIs
  • Portfolio data feeds
  • Consent-gated analytics

Cost & timeline

Investment website cost and timeline

Three typical scopes. Each is quoted as a fixed scope once we know your services and integrations.

Investment website cost and timeline
ScopeWhat's includedTypical timelineWhat drives costPrice
Adviser or distributor siteServices, fees, team profiles, learn section, call booking and disclosure pages.6–10 weeksContent volume, calculators, compliance reviewFixed-scope quote
Onboarding platformRisk profiling, KYC and agreement flows, illustrative calculators and the marketing site.10–14 weeksKYC partners, e-sign, onboarding rulesFixed-scope quote
Investor portalLogged-in holdings, statements and reports, a document vault and admin tools.14–20 weeksBack-office APIs, data refresh, security reviewFixed-scope quote

Your compliance officer reviews each claim and disclaimer before go-live. We build those checkpoints into the timeline from the start.

Every project gets a fixed-scope quote in writing before work starts.

Our work

Our Fintech & WealthTech Work

An investment advisory portal and adjacent fintech website development work we have designed and secured: the systems understanding behind the investor-facing sites we deliver.

View all fintech case studies

FAQ

Investment Platform Website Development FAQs

Common questions from WealthTech teams and advisers across India: what we build versus your execution platform, SEBI risk disclosure, showing past returns, KYC onboarding, investor dashboards and timelines.

Do you build the trading or portfolio engine?

No. We build the website, education content, calculators and onboarding entry points, and integrate with your regulated execution, custody and KYC partners. Order execution and portfolio management stay on those platforms.

How do you handle SEBI risk disclosure on the site?

We present risk clearly and prominently, show performance with the required disclaimers and time periods, and never imply guaranteed returns. Final disclosure accuracy and SEBI sign-off stay with the registered entity.

Can you build KYC and risk-profiling onboarding?

Yes. We build guided KYC and risk-profiling entry points that hand off to your regulated onboarding and funding partners, engineered to reduce drop-off at the final step.

Can you build an investor dashboard?

Yes. We build authenticated dashboards for holdings, statements and documents with secure session handling and role-based access, reading from your platform's APIs.

Can you show past returns on the site?

Yes, your own figures, with the disclaimers and clearly stated time periods they require. We never select the period, compute, annualise or round a number, and nothing on the page may imply those returns will repeat.

How long does a WealthTech website take?

An education-and-lead marketing site typically takes 6–10 weeks. A full onboarding platform with dashboards and calculators runs longer and ships in phases, with your compliance review of every claim built into the schedule.

Do you do both financial advisor website design and development?

Yes. One in-house team handles the financial advisor website design and the investment website development: adviser profiles, fee pages and disclaimers, then onboarding, calculators and investor logins. Because the same people own both, a risk note placed next to a number in design stays next to it in code. Your compliance officer signs off the wording.

Do you do wealth management website design for HNI and family-office clients?

Yes. Wealth management website design leans on discretion: fewer sales prompts, more about process, team and how you report to clients. We often add a private login for reports and a secure way to exchange documents. If you publish a track record, we display it exactly as your compliance team supplies it, with nothing added.

Start your investment platform website project with Raqbash

Book a free consultation with our WealthTech team. We'll review how your risk disclosure reads and where onboarding loses people, and show you exactly what we'd build.

+91 97730 66237

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