Contact person: Insurance & Equity Portfolio App

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Location: Mumbai, India

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"I want a single, intuitive mobile app—built natively for both iOS and Android—that does for my entire financial life what “my insurance app” already does for policies alone. The goal is to see every insurance policy, mutual-fund investment, and direct equity holding in one clean dashboard, with drill-downs for each asset class and simple actions such as premium payment or SIP date review.

Core functions I need covered
• Insurance portfolio: policy list, renewal reminders, premium payment gateway integration, and the ability to attach digital copies of documents.
• Mutual-fund & equity tracking: automatic NAV/price updates, gain-loss snapshots, and simple charts that mirror what leading investment portals show.
• Secure sign-in (OTP or biometrics), encrypted local storage, and a lightweight back-end that can scale if I later decide to open the app to external users.
• Import options—CSV, Excel, or broker API keys—so I can migrate my existing data quickly.

Deliverables
1. UX wireframes and final UI designs that echo the feel of my current insurance app.
2. Two production-ready builds (Android & iOS) plus full Swift/Kotlin or Flutter source code.
3. Basic admin panel or Firebase console setup for user, policy, and transaction data.
4. Deployment assistance to both app stores and 30-day post-launch support.

When you reply, attach a concise project proposal outlining:
• Your chosen tech stack, key milestones, and estimated timeline.
• Fixed or milestone-linked pricing that matches those stages.

That proposal and clear pricing are the only items I need to shortlist you; past work links are welcome but optional." (client-provided description)