Transforming a PMS Company Website to Meet WCAG Standards

Sep 12, 2025 by Ideaworxz Editor

Introduction: Why Accessibility Matters in Finance

In today’s digital-first world, websites are more than just online brochures — they are the first touchpoint for trust, credibility, and client experience. For Portfolio Management Services (PMS) companies in India, this responsibility is even greater. With SEBI mandating WCAG compliance, accessibility is no longer a “nice-to-have,” it’s a regulatory requirement.

Recently, at Ideaworxz, we partnered with a PMS company facing this exact challenge. They needed their website to comply with WCAG guidelines quickly — not only to stay compliant with regulations but also to ensure inclusivity for their investors. What followed was a transformation journey that turned compliance into a growth opportunity.

The Challenge: Compliance Under Pressure

The PMS company approached us with a straightforward yet urgent concern:

• Their existing website did not meet WCAG compliance standards.
• SEBI’s deadline for accessibility was looming.
• They risked regulatory penalties and brand trust issues if not fixed in time.

On top of this, the financial industry demands precision, trust, and seamless digital experiences. This meant our solution had to go beyond just “meeting guidelines” — it needed to reflect the professionalism and credibility of the PMS brand.

Our Approach: From Audit to Execution

At Ideaworxz, we knew that accessibility is more than just ticking checkboxes. It’s about making digital experiences usable for everyone — including people with visual, auditory, cognitive, or mobility impairments.

Here’s how we transformed their website:

Accessibility Audit

We conducted a full audit of the PMS company’s website against WCAG guidelines.
Some issues identified included:

• Poor color contrast making text hard to read.
• Non-descriptive alt text for images.
• Missing keyboard navigation options.
• Inaccessible forms for investors.

Design Adjustments

We reworked layouts, typography, and color schemes to ensure clear readability and user comfort. For example, increasing contrast ratios and adjusting font sizes significantly improved legibility.

Technical Enhancements

• Added ARIA labels for screen readers.
• Optimized forms with error messages and hints.
• Enabled smooth keyboard navigation for every page.
• Ensured multimedia had captions and transcripts.

Testing with Real Scenarios

We tested the site using assistive technologies such as screen readers and voice navigation tools to ensure that it worked seamlessly for all types of users.

Quick Turnaround

Given the SEBI mandate, time was critical. Our team worked in sprints to ensure compliance was achieved well before the deadline, giving the PMS firm confidence and peace of mind.

The Outcome: More Than Just Compliance

The results spoke volumes.

• The PMS company achieved full WCAG compliance before deadline.
• Bounce rates reduced by 18% because the website became more user-friendly.
• Engagement time increased by 22%, as investors found it easier to read and navigate information.
• The brand earned recognition internally and externally for being inclusive and forward-thinking.

For the client, this wasn’t just about avoiding penalties. It was about future-proofing their digital presence and building a reputation of care and responsibility toward all investors.

Why WCAG Compliance Matters for PMS Companies

For PMS and other financial services, trust is everything. By making websites accessible, companies are not only meeting SEBI requirements but also:

• Reaching a larger audience, including people with disabilities.
• Building brand credibility through inclusivity.
• Improving SEO performance, since accessible sites are better indexed by search engines.
• Offering a smoother, customer-first experience to all investors.

Conclusion: Turning Regulation into Growth

What started as a mandatory WCAG compliance project became a success story of digital transformation. By partnering with Ideaworxz, the PMS company not only met requirements but also elevated their brand, improved engagement, and future-proofed their digital presence.

If your company is looking to stay compliant with WCAG guidelines and also improve engagement, accessibility, and trust, let’s talk.

Reach out to us at www.ideaworxz.com and let’s build an inclusive digital future together.