Everything you need
to build & grow
Practical playbooks, technical whitepapers, integration checklists, and compliance guides — built for banks, fintechs, and financial advisors implementing wealth platforms at scale.
The Bank Wealth Platform Playbook
A 48-page step-by-step guide covering discovery, integration, compliance, training, and go-live for banks adding a wealth management offering. Includes timelines, KPIs, and board-level ROI framework.
- Chapter 1: Making the Business Case
- Chapter 2: Choosing the Right Integration Model
- Chapter 3: Regulatory & Compliance Setup
- Chapter 4: Staff Training Framework
- Chapter 5: 90-Day Go-Live Checklist
AmaraWealth API Integration Handbook
Complete REST API reference for embedding mutual funds, FDs, NPS, and goal-based investing into your application. Includes authentication, webhooks, sandbox setup, and error handling.
SEBI & AMFI Compliance Checklist for Wealth Platforms
A practical 60-point compliance checklist for platforms operating as or partnering with SEBI-registered MFDs, RIAs, and investment advisors. Updated for 2025 regulatory changes.
AI-Driven Personalization in Wealth Management: A Practical Framework
How behavioural finance principles — loss aversion, commitment devices, social proof — translate into AI nudge systems. With implementation patterns and A/B testing benchmarks.
NRI Platform Readiness Checklist
Everything your platform needs before onboarding NRI clients: NRE/NRO account linking, FEMA compliance, FX handling, KYC documentation, and repatriation reporting setup.
LifeQuest School Implementation Guide
Step-by-step rollout guide for schools integrating LifeQuest financial literacy into the curriculum. Covers teacher onboarding, student registration, parent app setup, and progress review cycles.
Thematic Investing: Global Market Sizing & Platform Design
Women & Wealth, Rural Bharat, Health & Wellness, Sustainability — four transformative thematic segments. Market data, behavioural triggers, and UX design principles for each.
White-Label Deployment Architecture Guide
Multi-tenancy setup, subdomain routing, theme customization, SSO integration, and CBS/core banking connector patterns for white-label deployments of the AmaraWealth platform.
DPDP Act 2023 Compliance Guide for Wealth Platforms
How India's Digital Personal Data Protection Act 2023 affects wealth management platforms: consent mechanisms, data fiduciary obligations, cross-border data transfer rules, and audit requirements.
Need something more specific?
If your team is evaluating a specific use case — NRI wealth, embedded invest-tech, LifeQuest for schools, or a custom compliance requirement — we can prepare a tailored briefing document or a live strategy session.
- Custom ROI modelling for your institution
- Regulatory gap analysis for your market
- Technical architecture blueprints
- Competitor benchmarking reports
See the platform, not just the docs
A 30-minute live demo shows more than any whitepaper. See the full AmaraWealth platform built around your use case.