Financial ServicesWeb Application
Personal Benchmark
A client-facing web platform for a personalised wealth and retirement planning firm.
- Industry
- Financial Services
- Engagement
- Custom Software Engineering
- Platform
- Web Application
- Status
- Live
01
The Challenge
- 01
Eight distinct services (retirement, special-child, real-estate and profession-specific planning, plus wills, legal consultation, family trusts and IEPF recovery) had to be explained clearly without overwhelming a visitor.
- 02
The firm serves a select clientele, so enquiries needed a private, low-friction path rather than a generic contact form.
- 03
A regulated financial business must show its registrations and risk disclosures prominently alongside its marketing.
02
The Solution
Content & Discovery
- Dedicated detail page for each planning service
- Insights blog and FAQ
- About page and terms
Enquiry & Contact
- Callback request form with mobile-number validation and consent capture
- One-click WhatsApp conversation with a prefilled message
- Phone and email contact in the footer
Trust & Compliance Presentation
- Registered-distributor and entity details shown in the footer
- Mutual-fund risk disclosure beside the consent checkbox
- Confidentiality messaging at the point of enquiry
03
Technology
- Frontend
- React
- Backend
- Node.js
- Database
- MongoDB
- Infrastructure
- AWS
04
Outcomes
- Presents the firm's full service range in one structured, navigable site.
- Gives prospective clients a direct callback or WhatsApp route in a single step.
- Live in production at personalbenchmark.in.
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