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Theme-based investment

Theme-based stock trading platform
development for a stock broker.

Theme-based stock trading platform development for a stock broker.

UX/UI design, Web-based investment platform, Back office syste

Mutual Fund Investment Platform
Industry

Finance

Platforms

Web

Numbers

10M + Users

The project

Theme and sector-based trading platform for the stock market investors

Mutual Fund Investment Platform

The theme and sector-based website allows stock market investors to invest in stocks focused on a specific industry or theme. It allows them to invest in stocks related to technology, healthcare, sustainable energy, consumer trends, etc. The website is useful as it gives recommendations based on a particular market area that they believe will perform well in investing their wealth.

This website allows investors to collect and analyze data on the various stocks in chosen themes or sectors, along with real-time information about market trends and investment opportunities. The customizable portfolio provides its customer with complete control over their investments. Investors can also discuss investment strategies and share tips with other investors on the platform.

The design

Wireframes & interface design

Mutual Fund Investment Platform

Key features

Features implemented based on extensive user research

Mutual Fund Investment Platform

Smoother trading journey

  • Customers can create custom portfolios by adding, removing, and adjusting individual stocks.
  • Search themes using filters such as minimum investments, category-based, and return percentages.
  • Menu structure or home screen is intuitively designed, with clear labels and easy-to-understand categories.
  • Invest in portfolios of stocks aligned with specific investment themes such as crypto power, green power, AI, ETF revolution, etc.

Detailed investments dashboard

  • Bird’s eye view of all the investments in stocks from different themes in one place.
  • Current value, current investments, total returns, and total investment at a glance.
  • Based on previous investments, get theme recommendations for future investment.
  • Easy investment where customers can invest in multiple stocks in a single transaction.
Mutual Fund Investment Platform
Mutual Fund Investment Platform

Detailed performance charts

  • Get regular market trends, company news, and other relevant information in a single window.
  • Advanced charting tools include technical indicators, overlays, and customized charting options to anaylze market trends.
  • Get detailed information on themes like index value, monthly/yearly return percentages, minimum investment amount, and risk category.
  • Customers can check the weightage of each stock of any theme before investing.

Account and payment system

  • Ability to set trade execution preferences, such as order type and trade size.
  • Get real-time alerts and email notifications for market events and trades of your portfolio.
  • Two-factor authentication and password protection to secure customers' investments.
  • Billing and payment settings, including the ability to view billing history.
Mutual Fund Investment Platform

Add-on features

Features that we implemented as add-ons

Easy payment gateaway

Custom icons

Familiar UX convention

Micro-interactions

e-mandate

Advance charting

User eccentric designy

Market insights

Product tour

User-specific recommendations

Live investment data

Portfolio rebalancing

Personalized portfolio

Portfolio tracking

Manage SIP’s

Real-time market trends

Manage risk score

User-centric approach

Integrated admin panel

Trade settings

The process

6 phases of innovating a digital product

The first step is transforming the product idea into a business vision, from gathering information to doing deep research for a better understanding of the concept. We will help you do discovery, requirement analysis, and market study by defining the KPI for the project to deliver an excellent application for your customers. We will create a full-proof blueprint to make your business vision.

Our crew defines the page as a user-friendly interface that shapes your product idea into a functional prototype. We start the process by drawing a concept plan and prioritising features based on real-time customer feedback. In addition, we build the design concepts to validate them as an optimal experience for targeted users. It consists of user requirements, navigation, information architecture, and usability.

Our services establish your vision of the product by adhering to reliability, performance, and customer expectation. The code review strategy ensures a fine-tuned product from its core and provides detailed recommendations to optimize the product according to your requirements. Your product will deliver a seamless user experience without security or optimization stress.

Our product design strategy is based on deep research of your targeted audience. This strategy helps our crew to design an attractive and eye-catching user interface that provides memorable user experiences. We assist you in designing a simple and easy-to-use application to build a solid customer base for your business by evoking the customer’s feelings through user experience factors in wireframes.

While adhering to sprint planning and agile methodologies, our developers use the latest technologies and frameworks to develop ready-to-use applications. They further integrate the front end of the products with the back end, enabling interaction between data, applications, and devices using webHooks, WebSockets, and restful API.

Before releasing the application, our crew will process it through rigorous testing to ensure the performance, accessibility, scalability, and security of the developed product. Even after the product's release, our team will provide support like timely maintenance, security patches, tools, plugins, framework degradation, improvement for existing modules, and adding new features for functionality.

The first step is transforming the product idea into a business vision, from gathering information to doing deep research for a better understanding of the concept. We will help you do discovery, requirement analysis, and market study by defining the KPI for the project to deliver an excellent application for your customers. We will create a full-proof blueprint to make your business vision.

Our product design strategy is based on deep research of your targeted audience. This strategy helps our crew to design an attractive and eye-catching user interface that provides memorable user experiences. We assist you in designing a simple and easy-to-use application to build a solid customer base for your business by evoking the customer’s feelings through user experience factors in wireframes.

Our crew defines the page as a user-friendly interface that shapes your product idea into a functional prototype. We start the process by drawing a concept plan and prioritising features based on real-time customer feedback. In addition, we build the design concepts to validate them as an optimal experience for targeted users. It consists of user requirements, navigation, information architecture, and usability.

While adhering to sprint planning and agile methodologies, our developers use the latest technologies and frameworks to develop ready-to-use applications. They further integrate the front end of the products with the back end, enabling interaction between data, applications, and devices using webHooks, WebSockets, and restful API.

Our services establish your vision of the product by adhering to reliability, performance, and customer expectation. The code review strategy ensures a fine-tuned product from its core and provides detailed recommendations to optimize the product according to your requirements. Your product will deliver a seamless user experience without security or optimization stress.

Before releasing the application, our crew will process it through rigorous testing to ensure the performance, accessibility, scalability, and security of the developed product. Even after the product's release, our team will provide support like timely maintenance, security patches, tools, plugins, framework degradation, improvement for existing modules, and adding new features for functionality.

Enquiry

Let’s discuss your idea

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