Powering India’s Leading Mutual Fund Advisory App

Launching portfolio analytics typically requires complex integrations and infrastructure to access mutual fund holdings both from fetching a customer’s mutual fund portfolio and providing portfolio insights. A leading mutual fund advisory backed by marquee venture capital firms platform solved this challenge by using smallcase Gateway’s Mutual Fund Holdings Import (MFHI) capability, enabling it to launch portfolio tracking and analysis in two weeks.

The platform offers a mutual fund portfolio analyzer that identifies outperforming and underperforming schemes and suggests portfolio rebalancing.

The Challenge

The partner required a fast deployment solution to fetch mutual fund holdings across all AMCs directly and provide portfolio insights while keeping development effort to a minimum

The Solution: smallcase Gateway

smallcase Gateway’s Mutual Fund Holdings Import (MFHI) is built on top of MF Central’s rails and enables platforms to fetch a user’s mutual fund holdings across all asset management companies seamlessly through a 2 factor authentication.

Using smallcase Gateway’s plug-and-play SDK and API integration, the platform was able to launch the feature in less than two weeks.

Once a user completes verification, holdings are fetched securely and the platform can generate portfolio insights instantly.

Why smallcase Gateway

The Gateway integration simplifies the process of accessing mutual fund holdings.

The smallcase SDK and APIs ensure that partners do not need to modify their integrations even if there are changes in the backend infrastructure from MF Central. This significantly reduces engineering overhead and ensures long-term stability for partner platforms.

By leveraging Gateway, the platform was able to focus on building investor-facing insights rather than managing backend infrastructure.

smallcase’s solution also provides out-of-the-box analytics that partners can use to generate portfolio insights, such as current returns, XIRR calculations, scheme categorisation based on sectors and weightages.

The partner leveraged these analytics to provide users with detailed insights into their mutual fund portfolios, helping them better understand performance, diversification and portfolio composition.

Built for Scale

smallcase Gateway’s infrastructure is designed to support high-volume usage and marketing-driven spikes in demand.

During partner campaigns and product usage, Gateway infrastructure handled more than 2 million portfolio fetch requests while maintaining high platform stability and reliability.

The Takeaway

For fintech platforms building advisory and wealth products, access to reliable mutual fund data is critical.

smallcase Gateway enables platforms to securely fetch mutual fund holdings across AMCs, generate portfolio analytics and launch new products faster without building complex infrastructure from scratch.

By abstracting away the complexity of data retrieval and system orchestration, Gateway allows partners to focus on delivering better experiences for their users.