Goal-Based Investment Platform for Mutual Funds

A mobile-first investment platform that simplifies mutual fund investing through goal-based financial planning.

The Challenge

MINTIT needed a platform that could make mutual fund investing accessible to everyday investors — not just the financially literate. The existing solutions in the market were either too complex for beginners or too simplistic for serious investors.

Our Approach

We designed and built a mobile-first investment platform centered around life goals — retirement, home purchase, education, and more. The app features a proprietary "Financial Pyramid" that structures portfolios by risk tier, real-time portfolio consolidation, and guided onboarding that matches users with investment strategies suited to their milestones.

Results

Technology