Takeoff

Project Overview:

• We provide the businesses across the country a seamless investment platform so that they can ensure an exponential growth. Enjoy good returns!

• Complete KYC compliance for current account takes at least 30 days. By using Takeoff, the user can complete it within 5 days.

Target Audience:

• Businesses, SMEs, Corporates, Trusts and other non-individuals.

Research:

• Examine rival products and their user reviews, interviews, and comments to learn about the advantages and disadvantages of the offering.

Design Goals:

• The onboarding process should be simple. Accessing funds data and analytics information should be easy for the user.

Design Process:

• Obtain requirements from the managers, and then once they are approved, we brainstorm a few ideas for the sketches. Next, get to work on the UI for that design.

Challenges and Solutions:

• During the initial phase, we engage in a lot of ideation and brainstorming because there is no mutual fund platform for non-individuals. Once we have figured out the things, we create low-fidelity prototypes and approaches for the user. Based on the user and SEBI feedback, we make changes to the design. We created a basic design system and created a high-fidelity prototype.

User Experience (UX):

• Get some references from other mutual fund distribution platforms and make the experience similar to it. There are many manual processes involved in completing the onboarding process. We have tried to reduce the steps as much as possible.