A unique App to help clients achieve financial freedom through certified financial experts, a rigorous process & excellent visual tracking & reporting tools.

1. PROJECT CASE STUDY
Azad : Wealth Management Web App
Client : Serengeti Ventures (India)
Launched : 2014
PROJECT OVERVIEW
The AZAD web app helps Users achieve financial freedom through sound management of
their financial plans. The app acts as a bridge between Users and certified AZAD Coach
Financial Experts (ACE).
Features:
• Full analysis of a Client’s current financial status – including income, savings, loans and
assets.
• Draw up a comprehensive plan for Client to achieve financial freedom over a chosen

2. target period.
• Track progress on goals, notifications and reminders to Clients and course corrections
to meet goals.
BUSINESS NEED
• The Business Owner's core need was to use technology to effectively help his end-
Clients plan their financial future.
• The Company required a Web Application with:
• A customer-friendly look with easy navigation.
• Data Analysis and presentation as graphs.
• Financial Plans and Reports easy for Users to manipulate.
• Interactive features for rich Expert - Client interactions.
• Fast response.
• The Company also needed rapid development to support its go-to-market strategy.
PROCESS FOLLOWED
• Extensive visits and interaction with staff and business owners.
• Balsamiq mockups of solution.
• Poker Planning, Agile methodology with daily standups, sprints and retrospectives.
• Test Driven Development
• Code and Progress of work shared with Client on Git and Trac.
• Daily 15 min interaction with Client during stand-up, to ensure maximum
communication and quick reactions.
TECHNOLOGY
• Technologies : Ruby on Rails, EmberJS, Ember Data, jQuery, Twitter Bootstrap.
• Platforms : Developed for Web.

3. • Database : PostgreSQL
• Deployment & Testing : AWS, Jenkins for CI, Rspec, Cucumber for Integration Testing
and Capistrano for Deployment.
• Support Tools : Balsamiq Mockups, RubyMine IDE, Git Repository, Trac for
Ticketing.
Technical Milestones:
• Cleverly combined graphics tools like D3 js, Html SVG, custom kanbans (e.g. for asset
classes) and custom graphical interfaces (e.g. to map Client's financial journey) to
create an excellent user experience.
• Provided User ease through features like data imports using csv parsing, email
broadcasts to Clients and configurations to cater to future expansion.
BUSINESS BENEFITS
• Through timely application development, Serengeti-Ventures achieved rapid go-to-
market for AZAD.
• AZAD is attracting over 5000 New Users every year.
• Interactive features are ensuring continuous Client engagement with AZAD.
• Financial tasks have become less of a burden for Clients through features like pro-
active reminders and awarding badges for regularity.
• Clients can observe benefits by comparing results with previous years.

4. FEEL FREE TO GET IN TOUCH WITH US:
Navyug Infosolutions Pvt. Ltd.
G-203 (First Floor), Sector 63, Noida – 201307,
Uttar Pradesh, India.
Call :+91 8826167094, +91 9643224334
Mail : info@navyuginfo.com, sales@navyuginfo.com