Launch investment
products in weeks,
not quarters.

Embed mutual funds, NPS, goal-based investing, and portfolio diagnostics into your app with a single SDK. Your brand. Our rails.

READY MODULES

<2 wk

INTEGRATION TIME

100%

WHITE-LABEL

Confidential — Investments SDK by TaxBuddy

THE SOLUTION

One SDK. Four battle-tested modules.

Portfolio Doctor

AI-driven portfolio diagnostics for mutual funds — overlap analysis, risk scoring, rebalancing recommendations. Drives engagement and trust.

Wealth Builder

Goal-based investment planning — retirement, education, home purchase. Users set goals, get personalized SIP plans mapped to timelines.

Invest in Mutual Funds

Full MF transaction stack — explore, compare, invest (lumpsum + SIP), switch, redeem. BSE StarMF rails. Real-time NAV, folios, statements.

Invest in NPS

Complete National Pension System flows — Tier I/II accounts, fund manager selection, contribution management. Tax-saving + retirement in one place.

INTEGRATION ARCHITECTURE

Your App (MyFinancials)

Your brand

Investments SDK by TaxBuddy

Plug & Play

BSE · RTA · KYC · AMC · NPS-CRA

We manage

Web SDK

Android SDK

iOS SDK

REST APIs

THE PROBLEM

Your users want to invest.
Building it yourself is a money pit.

Regulatory Overhead

BSE/NSE registrations, RTA integrations, KYC flows, AMFI compliance — each a multi-month effort with specialized expertise.

Engineering Drain

Building transaction engines, NAV feeds, SIP management, switch/redemption flows, portfolio analytics from scratch.

Time-to-Market Risk

12–18 months to launch a reliable investment product. By then, competitors have already captured your users' wallet share.

How It Works

Three steps to go live.

Pick Your Modules

Choose the modules that fit your product roadmap. Start with one, expand later. Each module is independently deployable.

Day 1

Integrate the SDK

Drop in the SDK — web, Android, or iOS. White-label the UI to match your brand. Our team provides dedicated integration support.

Week 1–2

Go Live & Earn

Your users invest through your app. You earn revenue share on every transaction. We handle compliance, settlements, and ops.

Plug & Play

Build vs. Buy

The math is obvious.

Dimension	Build In-House	Investments SDK ✦
Time to launch	12–18 months	2–3 weeks
Engineering cost	₹2–4 Crore+	Near zero
Regulatory compliance	Your headache	Fully managed
Ongoing maintenance	Dedicated team needed	We handle it
Product surface area	MF only (usually)	MF + NPS + Goals + Diagnostics
Revenue model	Build your own distribution	Revenue share from Day 1

WHY TAXBUDDY

Built by India's most trusted tax & investment platform.

Battle-Tested Infrastructure

Powering TaxBuddy's own app with lakhs of transactions processed. Not a prototype — production-grade from day one.

Partner Dashboard

Real-time visibility into AUM, transactions, user adoption, and revenue. Full transparency into your investment vertical.

Regulatory Backbone

SEBI registered. BSE StarMF partner. AMFI compliant. All licenses, registrations, and audit trails handled.

Dedicated Support

Integration engineers for onboarding. Ongoing product support. SLA-backed uptime. We succeed when you succeed.

Fully White-Label

Your brand, your colours, your UX. End users never see TaxBuddy. Complete design customisation available.

Ship More, Faster

New modules and features added to the SDK regularly. Your investment product evolves without any engineering effort from your side.

Next Steps

Let's get your users
investing.

Commercials tailored to your scale and modules. Let's talk — we'll have a working demo in your hands within a week.

Commercials discussed on call · Custom pricing based on module selection & volume

Launch investment products in weeks, not quarters.