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Investment Management System

Investment Management System - Case Study

Investment Management System is a Web-based or online system for managing the financial portfolio of clients who invest with an Investment Management company. The system can be used to:

  1. Provide an interface for new/potential clients to register as an investor.
  2. Provide existing clients a view of their current investments – and ability to transfer money to buy or sell the investments.
  3. Allow investment managers to update the NAV / investment value for investors.
  4. Provide a transparent system where an administrator can update client information as per client request.
  5. Provide notification to investors, managers and administrators when a change occurs.
  6. Generate reports to analyze the overall investment portfolio and performance of investors. 

This Web Portal is developed using Core PHP, JavaScript, AJAX and MySQL Following is the case study of one of our prestigious Client, which is using our Investment Management System. 

AGK INVESTMENTS is a Financial Investment company that provides all relevant information concerning investments funds and investment portfolios, that seeks to maximize the returns of investors. The company is actively engaged in managing a currency investment opportunities hedge fund that provides a global platform for investors to gain from forex expertise.                    


We customized the investment system as per our Client “AGK Investment” requirements. A thorough requirements gathering including analysis and feasibility study was done as the customization was complex and involved security aspects to be taken care of and incorporated in the existing system. The system was designed and implemented in close coordination with the customer.

  1. The business logic was complex.
  2. The Client requirements evolved even during the course of the project.
  3. Prototypes had to be developed at every stage of the project to minimize mistakes and get a clear understanding of output.
  4. Security aspects had to be implemented thoroughly and tested comprehensively as the application dealt with financial data.
  5. UI (user interface) had to be simple, effective and highly responsive.

This Web Portal is developed using Core PHP, JavaScript, AJAX and MySQL. Agile methodology was followed which describes a set of principles for software development under which requirements and solutions evolve through the collaborative effort of self-organizing cross-functional teams (Development and Testing team). The whole Portal was divided into three main modules: User Portal, Manager Portal and Admin Portal.


The Client received a high quality secure web application customized as per their requirements. Retaining all features of the base application, the new solution provided enhanced security and functionalities. The Client’s business model implemented through the system has resulted in exponential business growth.