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Financial ServicesWebsiteAdmin CMS

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.

Client
Wealth Care
Year
2026
Scope
Financial Services / Website / Admin CMS
Built with
Next.js, TypeScript, Tailwind CSS, Supabase and more

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

  • Next.js
  • TypeScript
  • Tailwind CSS
  • Supabase
  • React Hook Form
  • Zod
  • Framer Motion
  • shadcn/ui