Designing a Seamless and Engaging Financial Learning Platform
I led the design and development of Money Uncle’s customer-facing and expert-facing mobile apps, along with the marketing website. In addition to crafting intuitive interfaces, I conducted a comparative analysis of other stock market apps in India to identify key design opportunities and industry benchmarks. My contributions extended to creating marketing collaterals to establish a strong brand presence and support growth initiatives.
Key Responsibilities
Designed the Investor/Trader App with features like verified investment suggestions and a seamless user experience.
Designed the Expert App for market professionals to share ideas, create content, and grow their audience.
Built the marketing website, ensuring responsive design and seamless navigation.
Conducted comparative analysis of Indian stock market apps to identify design trends and user preferences.
Created branding and marketing collaterals, including brochures, social media assets, and presentation templates.
Collaborated with developers to ensure design feasibility and consistency across platforms.
Performed usability testing and iterations based on feedback to refine the product.
Challenge
Traders and investors often struggle to access reliable, timely market insights and direct interactions with experts. Existing tools are often complex, making them difficult for beginners to adopt and use effectively.
Money Uncle aimed to address these pain points by simplifying the process of idea sharing and expert-guided learning, creating a more intuitive and engaging platform.
New Investors
Lack of Conceptual Understanding
Beginners start trading without understanding foundational concepts of stock market and basic technical know-how. Learning is an ongoing process
Losses from Uniformed Trading
Most beginners do random buy & sell trades. They do not really know what is the trade-set up and investment rationale behind these trades
Untrustworthy & Unintelligent Tips
Tips from friends, family, office colleagues, rumors, news, fraud tip providers etc are not followed by intelligent research and analysis process to generate ideas
Mid Level Investors
Inconsistent P&L
They have an intermittent streak of profit and losses in their stock market dealings. Getting consistent profits and returns is one of their biggest problems.
Lack of Solid Strategies
Many intermediate participants cannot generate their own ideas and strategies and end up trading and investing using unrefined and sub-optimal strategies
Understanding different financial instruments
They lack thorough expertise across different instruments like Large/Mid/Small Cap Stocks, Futures, Options, ETFs, IPOs, Bonds, Gold, Silver, Currency, Unlisted Stocks, Global Stocks etc. and thus miss out many profitable opportunities
Expert Investors
Advanced Strategies
Beginners start trading without understanding foundational concepts of stock market and basic technical know-how. Learning is an ongoing process
Lack of Solid Strategies
Many intermediate participants cannot generate their own ideas and strategies and end up trading and investing using unrefined and sub-optimal strategies
Strategy
1
Create two distinct apps to cater to investors and market experts
2
Facilitate real-time engagement between users and experts.
3
Design a visually appealing and user-friendly interface for both apps
Design
Money Uncle was designed as a mobile-first platform, focusing on delivering a seamless experience on smartphones, which aligns with the target audience’s preferences for on-the-go financial insights. The marketing website complemented the apps, serving as a platform to attract new users and showcase the product’s value.
Investor Mobile Experience
Advisor Mobile Experience
Marketing Website
