Designing an entire equity investment platform for Neosurge

The Problem: Novice investors encounter a significant challenge in the absence of a user-friendly platform that seamlessly integrates expert-curated investment options and educational resources. The design problem lies in creating an intuitive solution that bridges the expertise gap, empowering users with limited financial knowledge to confidently explore and understand stock trades, ETFs, and investment baskets. The challenge extends to developing a visually appealing and accessible interface that not only simplifies complex financial data but also caters to a diverse user base. The ultimate goal is to design a platform that democratizes Personalized Portfolio Management (PMF) services, making informed decision-making an inclusive and empowering experience for all. The Available Solutions Smallcase

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Advice from friends or family

Portfolio Management Services The portfolio management services go really expensive and the cost to invest with a service is a minimum of 50,00,000/-

Here comes Neosurge Equity

Neosurge equity is a tool that helps bridge the gap between Novice investors or Investors who don't invest professionally to the professionals who inform them on trade opportunities.

My job was to craft the entire communication platform product between the User and the Portfolio expert. The Product has 2 sides the admin side for the Portfolio expert working at Bullsurge and the User Facing Platform.

The following are a few designs of the platform that were crafted after a process of 8 weeks of research, user interviews, competitive analysis, wireframing and visual design. The Stock Investment Dashboard Design

The goal of this page is to enable to users to view all the stocks that are listed, Recommended & are in the profit booking phase.

This page has a similar design to the stocks dashboard, except instead of recommended, the user will see ETFs that are in the accumulation phase, which means it is recommended to accumulate as much quantity of the ETF without recommended price range or date range

The goal of this screen was to showcase to users the variety of curated baskets available to them and let them get a glimpse of the basket before clicking on it and reading further, they will also be enabled to compare baskets.