🏦 Wealthy Platform Documentation
🏦 Wealthy Platform
Comprehensive financial technology ecosystem built for scale, security, and performance
Complete technical and operational guidance for developers, operators, and stakeholders
🚀 Quick Navigation
📚 Core Documentation
Technical Foundation
- 🏗️ Architecture - Microservices design, technology stack, and system relationships
- ⚙️ Services - Individual microservice documentation, APIs, and integration patterns
- 💻 Frontend - Web applications, user interfaces, and client-side architecture
- 📱 Apps - Mobile applications, user guides, and app-specific features
- 🚀 Deployment - CI/CD pipelines, deployment processes, and environment management
Products & Business
- 📦 Products - Broking, mutual funds, insurance, and portfolio management services
- 📈 Operations - Business processes, infrastructure management, and monitoring
- 🤝 Sales & Business - Company overview, partner program, and sales playbook
Security & Compliance
- 📋 Policies - Board-approved organizational commitments
- 📐 Standards - Operational specifications for how controls are implemented
- 📝 SOPs - Step-by-step runbooks — incident response, VAPT, patching, backup & recovery
- 🗓️ Governance - Committee calendars, cadences, and audit evidence
- 🔒 Security - Curated security-team view over the four sections above
Operations & Management
- 📊 Monitoring Mechanisms - System monitoring, alerting, and observability
- 🚨 Incident Management (SOP-003) - Operational incident response (for security incidents: IR SOP (SOP-004))
- 🔄 Change Management (POL-003) - Feature development lifecycle and approval workflows
- 🏢 Infrastructure - Cloud services, vendor management, and billing arrangements
Platform Overview
The Wealthy platform is a comprehensive financial technology solution built on microservices architecture with the following key components:
🏆 Platform Highlights
🚀 Technology Stack
- Backend: Go (8 services) + Python (6 services)
- Frontend: React (web) + Flutter (mobile)
- Infrastructure: Kubernetes (GKE) + Multi-cloud (GCP/AWS)
- Observability: OpenTelemetry → VictoriaMetrics → Grafana
- AI/ML: Vertex AI (Gemini Flash) for product + security triage
🛡️ Security & Compliance
- Authentication: 2FA with OTP + PIN + Biometric
- Regulations: IRDAI · SEBI CSCRF · CERT-In · DPDP
- SIEM + EDR: Wazuh with AI-powered triage
- Assessment: Half-yearly VAPT by CERT-In empaneled auditors
🏢 Core Business Lines
- 💹 Broking - Stock trading and brokerage services with real-time feeds
- 📈 Mutual Funds - Investment management and SIP automation
- 🛡️ Insurance - Insurance products and policy management
- 💼 PMS/Alternative Investments - Portfolio management and unlisted securities
🔧 Technical Architecture
- 🏗️ Microservices - 14 independent services with clear ownership
- 🌐 Multi-Cloud - GCP primary + AWS supporting services
- 🔄 CI/CD - ArgoCD GitOps with automated testing
- 📊 Monitoring - OTEL → VictoriaMetrics → Grafana stack
👥 Organization
- 🎯 Teams - Cross-functional engineering, product, and operations teams
- 📂 GitHub Repositories - Complete list of 140+ repositories and team members
- 📋 Change Management (POL-003) - Feature development approval workflows
- 🚨 Incident Management (SOP-003) - Operational incident response procedures
🎯 Key Features
🏗️
Microservices Architecture
14 independent services with Go/Python backends, ensuring scalability and maintainability
🔒
Security First
Multi-layer authentication with IRDAI + SEBI + CERT-In + DPDP compliance and AI-powered threat triage
🌐
Multi-Cloud Infrastructure
GCP primary with AWS supporting services and Cloudflare edge optimization
📱
Cross-Platform Apps
React web applications and Flutter mobile apps for seamless user experience
🤖
AI-Powered Platform
Vertex AI integration for product features and automated security alert triage
📊
Real-time Analytics
Live monitoring with comprehensive analytics and observability stack
🚀 Quick Start Guide
👨💻 For Developers
- Developer Onboarding → Complete guide for new developers joining the platform
- Architecture → Understand system design and microservices
- Services → Explore APIs and service dependencies
- Deployment → Learn CI/CD pipeline and environments
🔍 For Auditors
- Policies → Board-approved commitments (IRDAI, SEBI, CERT-In, DPDP)
- Standards → Operational specifications for each policy
- SOPs → Step-by-step runbooks and procedure evidence
- Governance → ISRMC, ITSC, Board cadences and calendar
- Security → Security-team curated view
📊 For Operations
- Monitoring → System health and performance tracking
- Incident Management (SOP-003) → Operational response procedures
- Backup & Recovery (SOP-001) → Backup management SOP
- Infrastructure → Cloud services and vendor management
- RCAs → Past incident root-cause analyses