Project Overview

A hybrid mobile application that acts as an investment marketplace for multiple third-party funds and includes features like Robo-Advisor managed portfolio based on the risk profile of the investors.

Challenges

• Develop an app to allow retail investors to invest in the client's fund.
• Identify and solve user problems.

Solution

• Conducted user research and created a user journey map to understand user behaviors.
• Optimized information architecture and visual hierarchy for ease of use and navigation.
• Enhanced accessibility to allow a broad range of users with varying degrees of linguistic and technological proficiency to easily use the app.
• Built a custom investment marketplace app for iOS and Android that includes the following features:



- Account creation

- User profile

- Investor dashboard

- e-KYC module

- Multi-tiered KYC flows based on investment amounts

- Data visualization for investor dashboards

- Return calculation

- Ability to choose mutual funds

- Option to segregate the funds based on lump-sum and recurring investments

- Fund selection & purchase

- Payment gateway integration

- API integration

- User acceptance testing

Scope of work

UX/UI Design

User Research

Mobile Application Development and Execution