The customer is a mutual fund investment platform focused on smart savers to empower them with technology, tools and unique market insights.

Challenges:

The objective is to create a seamless, easy and an extremely simple experience for
the user. while hadling complex, multiple data points & technical concepts.
The application is expected to serve the needs of new as well as advanced users at
the same time.

Defining the Problem:
The customer team shed light on the fact that potential new users are clueless
about the importance of investments and how mutual funds can greatly benefit
them.
Currently, online mutual funds marketplace don’t provide enough information and
education about the mutual fund products.
Users who have knowledge about mutual funds were unaware about where and
how to find a good place to invest their funds, as per their ability
Distributor have to fill long form to enroll new investor
Distributor should be able to view his commision report
Distributor should be able to view / show mutual fund performance as per there
category eg. Large cap, mid cap, small cap to guide new investors
Distributor should be able to send notify about new emerged funds in market to his
existing investors

The Goal:
Based on these problems, we realised their customers need a digital platform that
can educate them and provide all the information needed to understand mutual
funds.
Customer should easily buy mutual fund products that match their financial goals
and of course, where they can monitor their investments.
Get detailed information about a mutual fund like the fund rating, rating,
historical performance, investment strategy etc.
Easy enrollment of investor for Distributor

Market Segments:
Main targets are Mutual funds distributors, smartphone owners and eager to
make money through commission for their future.

Persona :

To start off, I created a persona that will guide my design decisions and priorities.

In order to scope out the experience, I began to create the user flow to visualise
the possible solutions for steps which distributor may perform

Wireframe:
I created a high fidelity wireframe with click-able prototyping and incorporated
some color to show important statuses. It is easier to present to clients a wireframe
with clear and detailed information.

Issues Addressed :
Provided auto details fill up by using Aadhar card no.
Added share option on top of each mutual fund to share it quickly with investor
Easy enrollment of new investor
User can choose registered bank mandate against multiple bank account
After MF plan discussion, distributor can directly navigate to invest page with
auto populated MF
Added Reports for quick access to data
Self explanatory dashboard with required statistics