Corporate case studyPrivate Limited Company

Secure Shareholder Portal.

Personalised access to authorised investment information, documents and account-related services.

Discuss a similar requirement

Account

KYC

Documents

Requests

Business challenge

Give each shareholder secure, individual access.

A private limited company with multiple shareholders required a centralised platform where individuals could access relevant investment information while management maintained controlled access and communication.

Solution developed

One portal, personalised by authorised account.

IQinsite developed a secure shareholder portal providing controlled access to investment information, account information, KYC-related services and selected company documents.

Conceptual product interface

Private information stays private to the authorised account

The public interface below uses dummy names and fictional financial values. It does not expose production shareholder information.

IQShareholder Portal

Investment summary₹ 4,80,000Illustrative dummy value

Main capabilities

Controlled access to information, documents and requests.

Secure shareholder loginEmail-based authenticationIndividual account accessRole-based permissionsShareholding informationInvestment informationKYC informationNominee detailsKYC update requestsPersonal-information change requestsControlled document libraryFinancial statements where authorisedNotices & communicationBulk email for authorised administratorsAdministrative dashboardUser managementActivity recordsControlled downloadsResponsive interface

Individual access by design

Each shareholder receives access only to information authorised for that account rather than unrestricted visibility of other shareholders’ private information.

Start with the requirement

Have a process that should work better?

Explain the workflow, the people involved and what needs to improve. IQinsite can help shape the right application around it.

Discuss my requirement hello@iqinsite.com