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InvestRight Capital: Custom Finance Website with SEBI-Compliant Design

A SEBI-registered investment advisory firm needed a high-trust, conversion-focused website that communicated credibility, handled regulatory compliance, and generated qualified investor enquiries at scale.

Custom Web DevelopmentReact.jsNode.jsUI/UX DesignEMI CalculatorSEBI Compliant Design
280%
Increase in Qualified Enquiries
68%
Improvement in Avg Session Duration
10 Weeks
Brief to Launch
Top 3
Google Rankings for Target Keywords
Client
InvestRight Capital
Industry
Finance & Investment
Location
Ahmedabad, Gujarat
Duration
10 Weeks  ·  2024
Project Overview

About This Project

InvestRight Capital is a SEBI-registered investment advisory and wealth management firm based in Ahmedabad. Their existing website was outdated, lacked trust signals, and generated fewer than 15 qualified leads per month. They needed a rebuild that reflected their professional credibility, communicated complex financial services clearly, and was fully SEBI and ASCI compliant. We delivered a custom React.js frontend with a Node.js backend, integrated financial calculators, and a content architecture designed for SEO authority in the wealth management space.

React.js
Node.js
Figma
CloudFlare
PostgreSQL
Zoho CRM
GA4
SEMrush
SSL/WAF
280%
Increase in Qualified Enquiries
68%
Improvement in Avg Session Duration
10 Weeks
Brief to Launch
Top 3
Google Rankings for Target Keywords
The Problem

Challenges We Solved

Outdated Site Eroding Trust

Their old website had not been updated in 4 years. Potential HNI clients who Googled the firm before meetings found a site that actively undermined confidence in the brand.

SEBI & ASCI Compliance Requirements

Every page needed mandatory SEBI registration disclosures, return disclaimer language, and risk warnings — all while maintaining a professional, premium aesthetic.

No Financial Tools Keeping Visitors Engaged

Competitors offered SIP calculators, EMI calculators, and tax saving tools that kept visitors on-site longer and created natural lead capture opportunities.

Invisible on Google for Wealth Management Queries

No SEO structure, no schema markup, and thin page content meant the firm was ranking on page 4+ for every valuable keyword in their category.

Communicating for Multiple Audience Segments

The firm served HNI individuals, NRI investors, and corporate treasury clients — each with different needs, different content requirements, and different trust signals.

Data Security & Client Portal Requirements

Existing clients needed secure document access, while the site needed to demonstrate data security credentials to convert prospective HNI clients with high privacy expectations.

Our Approach

How We Solved It

Custom React.js + Node.js Build

Built a fully custom website in React with server-side rendering for SEO, dynamic content sections, and a Node.js API for form handling and lead routing.

SEBI-Compliant Page Architecture

Every page includes mandatory SEBI registration number (INH000012345), risk disclosure banners, return disclaimer language, and ASCI-compliant ad copy — reviewed by their legal team.

5 Custom Financial Calculators

SIP calculator, lump-sum calculator, retirement planning tool, tax saving calculator, and EMI calculator — all built custom with lead-capture gates on results.

Audience-Segmented Navigation

Three distinct user journeys: Individual HNI, NRI Investor, and Corporate Treasury — each with a dedicated landing section, tailored content, and specific CTA pathways.

Technical SEO Architecture

Implemented JSON-LD schema for financial services, FAQ schema, and structured data. Site launched with 45 long-tail keywords already in the 10–30 position range.

SSL, CDN & Security Hardening

Full security stack: CloudFlare CDN, SSL certificate, CSP headers, rate limiting on forms, and penetration test completed before launch.

Execution

Our Step-by-Step Process

Every project follows a structured delivery framework ensuring quality, transparency, and measurable outcomes at every phase.

01
Discovery & Compliance Brief

1.5 weeks: stakeholder interviews, SEBI compliance requirements gathering, audience mapping, competitor analysis, and content strategy.

02
UI/UX Design

2.5 weeks: Figma wireframes and high-fidelity designs for 22 pages, including all calculator interfaces and the 3 audience journey flows.

03
Frontend Development (React.js)

3.5 weeks: component-based frontend build, financial calculator logic, responsive layouts, and animation system.

04
Backend & Integrations

1.5 weeks: Node.js API for form handling, Zoho CRM lead push integration, and WhatsApp enquiry routing.

05
SEO Implementation

1 week parallel: schema markup, meta optimisation, XML sitemap, and first 10 pillar blog posts for authority building.

06
Legal Review & Launch

1 week: client legal team sign-off on all compliance copy, final QA, and go-live with DNS migration and SSL verification.

Measurable Outcomes

The Results We Delivered

280%
More Enquiries
vs previous website
68%
Longer Sessions
avg session duration uplift
45
Keywords
in Top 30 at launch
0
Compliance Issues
SEBI/ASCI cleared
PageSpeed 97
Desktop Score
at launch
3 Segments
Served
HNI, NRI, Corporate

Our old website was genuinely embarrassing for a firm of our calibre. Digivance rebuilt it into something that reflects who we actually are. HNI clients now comment on the website in first meetings — as a positive. Enquiry quality and quantity have both improved dramatically.

V
Vikram Nair
Founder & Chief Investment Officer, InvestRight Capital
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