SBI Mutual Funds Redesign

Overview

Overview

Overview

The primary goal of a Scheme Info page is to convey all the necessary data and analytics of a particular Fund while simultaneously educating the user to make a rational decision before investing. I redesigned the page to be accessible to users of all ages and investment goals.

Project Duration

1.5 Months (6 Weeks)

Deliverables

Research | Market Research | UI | Wireframing | Prototyping

My Role

My Role

My Role

I worked closely with my project managers, did the necessary research, and competitive analysis of other Mutual Fund platforms to redesign SBIMF's Scheme Info page. The UI must follow the redeveloped design system created for the Project. I went through Competitive Research, Background Research on investment techniques, Created Personas, and Improved the page's Visual Hierarchy to quickly guide users through the page. The design was also supposed to clear specific business goals - including increasing the Ticket Size for Monthly SIP Investments.


The Factors determining users' investment decisions include:

👍

Risk Profile

🕓

Past Performance

🧐

Scheme Objectives

🤑

Fund Managers

👍

Risk Profile

🕓

Past Performance

🧐

Scheme Objectives

🤑

Fund Managers

Read the full case study here:

Read the full case study here:

Read the full case study here:

I've documented my UX Research, Insights, Feature Ideation, User Flows,

Wireframing and the Final UI Screens.

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