About the Product
A leading fintech innovator with deep expertise in investment technologies and regulatory compliance approached to design a feature-rich user experience for Shankh- an intelligent investment and compliance platform
DURATION
3 months
ROLE
UX Lead Designer & UI Designer
TEAM
Bhumika Dugad (Me)
Figma, Illustrator, Notion
TOOLS
PROJECT OVERVIEW
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Designed an intuitive navigation model to improve usability and reduce complexity.
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Streamlined investment workflows, enabling users to complete tasks more efficiently.
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Enhanced the overall user experience through simplified interactions and clearer information architecture.
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Delivered a user-centred experience that supports informed decision-making and smoother workflows.
Problem
The current landscape of investment management platforms is fragmented, with users needing to navigate multiple applications to manage different financial instruments, such as stocks, mutual funds, ETFs, and more. This results in a disjointed experience, increased complexity, and a lack of unified visibility into their portfolios.
Solution
Unified Platform
Centralise investment management for stocks, mutual funds, and ETFs in one interface, eliminating multiple apps.
AI-Powered Insights
Integrate tools like Portfolio Doctor for personalized recommendations and performance tracking.
Broker Integration
Enable easy integration with brokers for seamless buy/sell actions across multiple financial instruments.
Compliance Management
Provide a Bank Compliance Platform for managing KYC processes and regulatory approvals.
Competitors
Coinbase
Binance
Nexo
Robinhood
Etoro
Comparative Study (Features)
Target Audience
Investors
Tech Enthusiasts
40%
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Retail and beginner investors seeking an all-in-one investment management platform.
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Experienced investors need advanced features
Advisors
Professionals
30%
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Professionals managing client portfolios and offering investment advice.
Financial Institution
Banks
15%
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Compliance officers overseeing regulatory processes (e.g., KYC, approvals).
Banks needing white-labeled investment platforms.
Risk Managers
Monitors
5%
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Monitoring investment activities to assess and mitigate financial risks across portfolios.
Corporate Clients
Seeking Diversification
10%
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Managing employee benefit programs or corporate investments.
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Looking for solutions that support a large volume of investments
User Persona
Moodboard
Hi-Fidelity Mockups
Onboarding
Login: Users log in or create a new account with secure authentication options (email, social login, or SSO).
Personal Details & Broker Integration: Users provide personal information (name, address, contact) and link their brokerage accounts for seamless investment management.
Consent & Review: Users consent to data sharing and privacy policies, then review and confirm all details before completing the onboarding process.
Home & Positions
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A visually engaging chart that displays asset distribution, allowing users to track their investments in various financial instruments
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Below the chart, users can view a breakdown of individual holdings, including key details such as the current value, performance metrics, and any recent changes in value.
Portfolio Doctor
Displays the status of assets, allocation, and overall portfolio health.​
Highlights potential risks and evaluates performance to ensure alignment with user goals.​
Provides tailored suggestions for portfolio optimisation and rebalancing.
What does the customer say?
"The designs have turned out very intuitive. They look fantastic! Congratulations on the beautiful designs"
Founder | Inventor | CEO , India
