Products

Product Documentation

The Wealthy platform offers comprehensive financial services across multiple product categories. This section documents the business workflows, technical processes, and integration patterns for each product line.

Product Documentation

Mutual Funds

Complete mutual fund investment platform covering SIPs, lump sum investments, and portfolio management.

Key Services: Taxy (orders), Feeder (backoffice), Grock (upgraded system), CAMS (registry)

Broking & Trading

Full-service broking platform for equity, derivatives, and currency trading.

Key Services: Falcon (middleware), Atlas (backoffice), Kambala (OMS/RMS)

Insurance

Comprehensive insurance product suite with quote generation and policy management.

Key Services: Sparta (quotes), Entreat (orders), Quinjet (proposals), Valkyrie (new proposals)

PMS & Alternative Investments

Portfolio Management Services and alternative investment products.

Key Services: Entreat (common backend), Phaser (external portfolio tracking)

Core Services: Fury (auth), KYC (verification), Collector (payments), Hagrid (profiles), Delta (reporting)

Product Integration Architecture

Service Mesh

All products operate within a unified service mesh architecture:

• Kong Gateway - External API access and authentication
• Stitcher - GraphQL schema aggregation across services
• Istio VirtualServices - Internal service routing
• Service Discovery - Kubernetes-native service communication

Data Flow Patterns

• Event-Driven Architecture - Async processing for order flows
• Real-time Synchronization - Live updates for prices and positions
• Batch Processing - End-of-day reconciliation and reporting
• External Integrations - Third-party service connections

Common Technical Patterns

Authentication & Authorization

• Fury - Client authentication and session management
• Chirp Plugin - Kong-based API authentication
• Role-Based Access - Product-specific user permissions

Data Management

• Cloud SQL - Transactional data storage
• MongoDB - Document storage for complex data
• Redis Cache - High-performance data caching
• Delta Sync - Cross-service data synchronization

External Integrations

• Payment Gateways - Razorpay, Cashfree, Pine Labs, HDFC
• Market Data - Real-time price feeds and market information
• Regulatory Systems - CAMS, exchanges, compliance reporting
• Communication - Email (SES), SMS/WhatsApp (Whistl), video (Zoom)

Business Process Overview

Customer Journey

1. Onboarding - User registration and KYC completion
2. Product Selection - Choose investment/trading products
3. Account Setup - Product-specific account configuration
4. Transaction Processing - Orders, payments, and settlements
5. Portfolio Management - Tracking, reporting, and optimization
6. Support & Services - Ongoing customer relationship management

Partner Integration

• Partner Onboarding - Hydra-managed partner workflows
• Client Management - Partner-assisted customer onboarding
• Revenue Sharing - Commission calculation and distribution
• Business Intelligence - Partner performance analytics

Regulatory Compliance

• KYC Compliance - Multi-provider verification workflows
• Transaction Reporting - Regulatory filing and compliance
• Audit Trails - Complete transaction and process logging
• Risk Management - Real-time monitoring and controls

Documentation Structure

Each product section includes:

• Business Process Flows - Step-by-step workflow documentation
• Technical Architecture - Service integration and data flow
• API Documentation - Key endpoints and integration patterns
• Business Rules - Product-specific logic and validations
• External Integrations - Third-party service connections
• Troubleshooting - Common issues and resolution procedures