MVP for Financial Portfolio Management

MVP for Financial Portfolio Management

MVP for Financial Portfolio Management

Graduation Project

Graduation Project

Industry Internship

Industry Internship

Fintech

Fintech

NDA

UX Research, UI Design, Design System, User Flow, Prototyping

UX Research, UI Design, Design System, User Flow, Prototyping

Role: Concept, UXR, UI, MVP
Team: 2-3
Timeline: 6 Months

Role: Concept, UXR, UI, MVP
Team: 2-3
Timeline: 6 Months

Context

Context

Context

Designed an MVP for an RBI-regulated financial entity to streamline portfolio management for Indian users.
Led end-to-end UX:



  • stakeholder research

  • and discovery to

  • iterative design

  • dev-ready handoff


with the goal of building trust in government-backed financial platforms.

Designed an MVP for an RBI-regulated financial entity to streamline portfolio management for Indian users.
Led end-to-end UX:



  • stakeholder research

  • and discovery to

  • iterative design

  • dev-ready handoff


with the goal of building trust in government-backed financial platforms.

Designed an MVP for an RBI-regulated financial entity to streamline portfolio management for Indian users.
Led end-to-end UX:



  • stakeholder research

  • and discovery to

  • iterative design

  • dev-ready handoff


with the goal of building trust in government-backed financial platforms.

Features & Scope

Features & Scope

Features & Scope

Multi-Affiliate Platform Management

Multi-Affiliate Platform Management

  • The capacity to see and manage several affiliate networks.

  • The capacity to see and manage several affiliate networks.

  • The capacity to see and manage several affiliate networks.

  • Connectivity with external systems to facilitate the tracking of investments and assets.

  • Connectivity with external systems to facilitate the tracking of investments and assets.

  • Connectivity with external systems to facilitate the tracking of investments and assets.

Investment &
Asset Management

Investment &
Asset Management

  • View and control a variety of investments and assets.

  • View and control a variety of investments and assets.

  • View and control a variety of investments and assets.

  • Monitor the performance and state of investments in real time.

  • Monitor the performance and state of investments in real time.

  • Monitor the performance and state of investments in real time.

Marketplace for
Third-Party Providers

Marketplace for
Third-Party Providers

  • Get access to a marketplace with a range of outside investment providers.

  • Get access to a marketplace with a range of outside investment providers.

  • Get access to a marketplace with a range of outside investment providers.

  • Make investments in a variety of asset classes.

  • Make investments in a variety of asset classes.

  • Make investments in a variety of asset classes.

Business Goals

Business Goals

  • Scalability and Growth

  • Target Audience: GenZ User Engagement

  • Partnerships & Collaborations

  • Regulatory Compliance

  • User Acquisition & Retention

  • Scalability and Growth

  • Target Audience: GenZ User Engagement

  • Partnerships & Collaborations

  • Regulatory Compliance

  • User Acquisition & Retention

User Goals

User Goals

  • Streamlined Portfolio Tracking

  • Real-Time Insights & Analytics

  • Security and Privacy

  • Seamless Integration

  • Third-Party Exposure

  • Streamlined Portfolio Tracking

  • Real-Time Insights & Analytics

  • Security and Privacy

  • Seamless Integration

  • Third-Party Exposure

The Problem

The Problem

Managing investments across multiple apps is fragmented, making it hard to track assets, assess risks, and monitor overall portfolio performance.

Managing investments across multiple apps is fragmented, making it hard to track assets, assess risks, and monitor overall portfolio performance.

Proposed Solution

Proposed Solution

A single platform to track, manage and explore investments, providing a unified view of all assets in one place.

A single platform to track, manage and explore investments, providing a unified view of all assets in one place.

Research

Research

Research

  • View and control a variety of investments and assets.

  • Monitor the performance and state of investments in real time.


  • The client requested the inclusion of assets such as: Digital FD, Gold Bond, Loans and Insurance.

  • View and control a variety of investments and assets.

  • Monitor the performance and state of investments in real time.


  • The client requested the inclusion of assets such as: Digital FD, Gold Bond, Loans and Insurance.

  • View and control a variety of investments and assets.


  • Monitor the performance and state of investments in real time.


  • The client requested the inclusion of assets such as: Digital FD, Gold Bond, Loans and Insurance.

Competitors

Competitors

Grow

  • Simplified investing for first time users

  • Added 3.25 lakh users in a month making active users cross 1.25 crore (25.09% market share)

  • Onboarding ~5 lakh users per month

Upstox

  • Low-cost, high speed trading

  • Appeals to active traders with advanced tools

  • Ranked 4th with 5.84% market share

INDmoney

  • Complete dashboard for financial management

  • Offers services unlike competitions (NPS,FD, etc)

  • Ranked 102nd

Coinbase

  • 110 million verified users across more than 100 countries.

  • Rating of 4.4/5 on the App Store and 4.3/5 on Google Play, reflecting its user-friendliness

  • Listed on the NASDAQ since 2021

Trustwallet

  • Over 60 million users worldwide

  • Supports over 4.5 million digital assets across 70+ blockchains, making it one of the most versatile wallets available

  • Non-custodial design ensures users have complete control of their private keys and funds

Heuristics & Secondary Research

Scan for a detailed breakdown and audit of the conducted heuristics analysis and secondary research.

Summary of Research for Mobile Applications

Summary of Research for Mobile Applications

Summary of Research for Mobile Applications

Some research confidential due to NDA

Some research confidential due to NDA

Personas

Personas

Personas

Information Architecture

Information Architecture

Information Architecture

Task Flow

Task Flow

Task Flow

Onboarding

Onboarding

Onboarding

  • For both new and returning users, this is the primary user onboarding flow.

  • The only minor distinction between the iOS
    and Android flow is that iOS only has one SIM slot and does not display a SIM selection screen.

Onboarding

New User Flow (iOS)

Onboarding

New User Flow (iOS)

Onboarding

New User Flow (iOS)

Onboarding

Returning User (iOS)

Onboarding

Returning User (iOS)

Onboarding

Returning User (iOS)

Wireframes

Wireframes

Wireframes

Design Concepts

Design Concepts

Design Concepts

Concept 3

Content Chosen: Visual and Design Language

Concept 3

Content Chosen: Visual and Design Language

  • We explored three distinct design ideas that offered distinctive aesthetics while preserving a unified user experience. Our design direction was led throughout the project by the client's preferences, which tended toward pastel colors and a contemporary, rounded user interface.



  • While the second proposal provided a well-organized Vault UX that complemented the project objectives, the first concept supplied important visual components.



  • Other members of the project team came up with Concept 1 and 2.



  • The final product's color scheme, visual style, and design language were all derived on the third concept, which I created. It combined the best features of the earlier proposals with the business needs to create a unified and improved solution.

  • We explored three distinct design ideas that offered distinctive aesthetics while preserving a unified user experience. Our design direction was led throughout the project by the client's preferences, which tended toward pastel colors and a contemporary, rounded user interface.


  • While the second proposal provided a well-organized Vault UX that complemented the project objectives, the first concept supplied important visual components.


  • Other members of the project team came up with Concept 1 and 2.

  • The final product's color scheme, visual style, and design language were all derived on the third concept, which I created. It combined the best features of the earlier proposals with the business needs to create a unified and improved solution.

  • We explored three distinct design ideas that offered distinctive aesthetics while preserving a unified user experience. Our design direction was led throughout the project by the client's preferences, which tended toward pastel colors and a contemporary, rounded user interface.



  • While the second proposal provided a well-organized Vault UX that complemented the project objectives, the first concept supplied important visual components.



  • Other members of the project team came up with Concept 1 and 2.



  • The final product's color scheme, visual style, and design language were all derived on the third concept, which I created. It combined the best features of the earlier proposals with the business needs to create a unified and improved solution.

Concept 1

Content Chosen: Visual Components

Concept 1

Content Chosen: Visual Components

Concept 2

Content Chosen: Vault Flow for Assets

Concept 2

Content Chosen: Vault Flow for Assets

High-Fidelity Screens

Not all screens shown due to NDA

Not all screens shown due to NDA

NEOPOP Theme

NEOPOP Theme

NEOPOP Theme

Images: Snacc by Swiggy, Discord, Bolt Finance, Twitch, Canva, Super Duolingo, Neopop by Cred

Images: Snacc by Swiggy, Discord, Bolt Finance, Twitch, Canva, Super Duolingo, Neopop by Cred

Theme Variations

Theme Variations

Theme Variations

  • Designed proactively during stakeholder conversations, anticipating the need for visual flexibility before it was formally scoped.



  • All nine schemes are rooted in the moodboard and driven by a NeoPop design language: bold neon accents, high contrast, and Gen Z-first aesthetics.



  • The set includes 2 dark, 6 hybrid, and 1 light mode: giving stakeholders a broad range of directions to explore while maintaining a consistent visual identity across all variations.

  • Designed proactively during stakeholder conversations, anticipating the need for visual flexibility before it was formally scoped.



  • All nine schemes are rooted in the moodboard and driven by a NeoPop design language: bold neon accents, high contrast, and Gen Z-first aesthetics.



  • The set includes 2 dark, 6 hybrid, and 1 light mode: giving stakeholders a broad range of directions to explore while maintaining a consistent visual identity across all variations.

  • Designed proactively during stakeholder conversations, anticipating the need for visual flexibility before it was formally scoped.


  • All nine schemes are rooted in the moodboard and driven by a NeoPop design language: bold neon accents, high contrast, and Gen Z-first aesthetics.


  • The set includes 2 dark, 6 hybrid, and 1 light mode: giving stakeholders a broad range of directions to explore while maintaining a consistent visual identity across all variations.

Design System

Design System

Design System

Component Library

Component Library

Component Library

Style Guide

Style Guide

Style Guide

Colours

Colours

Colours

Typography

Typography

Typography

Aa

Aa

Aa

Figtree
Font Weights

Figtree
Font Weights

Figtree
Font Weights

BOLD

BOLD

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This is where a really profound thought would go if I had one

This is where a really profound thought would go if I had one

This is where a really profound thought would go if I had one

SEMI BOLD

SEMI BOLD

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This is where a really profound thought would go if I had one

This is where a really profound thought would go if I had one

This is where a really profound thought would go if I had one

MEDIUM

MEDIUM

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This is where a really profound thought would go if I had one

This is where a really profound thought would go if I had one

This is where a really profound thought would go if I had one

REGULAR

REGULAR

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This is where a really profound thought would go if I had one

This is where a really profound thought would go if I had one

This is where a really profound thought would go if I had one

LIGHT

LIGHT

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This is where a really profound thought would go if I had one

This is where a really profound thought would go if I had one

This is where a really profound thought would go if I had one

Reflections

Reflections

Reflections

Evidence-Based Design: Shifted from personal bias to an objective methodology by grounding design choices in industry standards and active user testing.



Strategic Justification: Developed the ability to support unique concepts with clear, evidence-based rationale, balancing innovative ideas against their practical constraints.



Communication as Craft: Recognized that effective presentation and the ability to defend design decisions are just as critical to project success as technical execution.

Evidence-Based Design: Shifted from personal bias to an objective methodology by grounding design choices in industry standards and active user testing.



Strategic Justification: Developed the ability to support unique concepts with clear, evidence-based rationale, balancing innovative ideas against their practical constraints.



Communication as Craft: Recognized that effective presentation and the ability to defend design decisions are just as critical to project success as technical execution.

Evidence-Based Design: Shifted from personal bias to an objective methodology by grounding design choices in industry standards and active user testing.



Strategic Justification: Developed the ability to support unique concepts with clear, evidence-based rationale, balancing innovative ideas against their practical constraints.



Communication as Craft: Recognized that effective presentation and the ability to defend design decisions are just as critical to project success as technical execution.

Objective

Research

Ideation

Design

Reflections

Case Study 1

Case Study 1

Case Study 1