A Financial Services Website & CMS for Wealth Care
A production website for a Surat-based insurance, loan, and investment consultancy — built so the team can publish content, capture leads, and manage inquiries without a developer.
The challenge
Wealth Care needed a professional online presence that could explain insurance, loan, and investment products clearly, generate consultation inquiries, and let the team update company details, FAQs, testimonials, and blog posts without waiting on a developer.
What we built
We designed and built a Next.js website with dedicated insurance, loan, and investment pages, a SIP calculator, WhatsApp and contact funnels, and a Supabase-backed admin panel for inquiries, blog, newsletter, and live site content.
Wealth Care is a financial consultancy in Surat offering insurance, loans, and portfolio management to individuals and businesses.
The challenge was to replace an informal, mostly offline presence with a site that could present a wide product catalog, build trust, and turn visitors into consultations — while still being editable by the advisors themselves.
We built a branded marketing site around three service verticals: insurance, loans, and investments. Each category has its own page, plus a SIP calculator, team profiles, testimonials, FAQs, and WhatsApp-first contact paths.
Behind the public site is an authenticated admin panel. The team can manage inquiries with status and response tracking, export leads to Excel, publish blog posts, review newsletter subscribers, and update company info, contacts, FAQs, and testimonials from the database.
The result is a live financial-services platform that works as both a client-facing website and an internal content and lead-management system.
Results
3 Service Verticals
Insurance, Loans, Investments
CMS-Managed Content
Company, FAQ, Testimonials
Lead Inbox + Excel Export
Inquiry Operations
SIP Calculator
Investment Tools
Live at wealthcare.in
Production
What's inside
- Insurance, Loans, Investments
- Company, FAQ, Testimonials
- Inquiry Operations
- Investment Tools
- Production
Technology
