Designing Investment instruments - Everything from placing a trade, monitoring and cashing out
In the world of trading and investments, the user experience (UX) plays a pivotal role in determining the success of a platform. As a UX-focused Lead Designer, I spearheaded my team to build a comprehensive suite of investment instruments that cater to every aspect of a trader’s journey - from placing a trade, monitoring investments, to cashing out.
Adding funds
Prior to purchasing a script, the method through which a user adds money begins with UPI or net-banking payments. The Pay-in system is structured in a manner that allows easy integration with both mutual fund deals and stock trades seamlessly.
Placing a Trade: The Order Form
The first point of interaction for a trader is the order form. We designed an intuitive and user-friendly order form where users can place trades in Futures, Options, and Equities. The form was designed with simplicity in mind, making it easy for even rookie traders to understand and use.
Monitoring Investments: Portfolio
To help traders track their investments and positions, we built a highly functional Portfolio. The Portfolio provides real-time updates and detailed insights into each investment, enabling traders to make informed decisions.
Cashing Out: The Funds Section
For cashing out or adding funds, we designed a dedicated Funds section. This section provides a clear and concise view of the user’s financial status, making it easy to manage funds.
Additional Features
In our quest to uplift the user interaction, we integrated elements such as GTT (Good Till Triggered orders), Screeners, IPOs (Initial Public Offerings), and Alerts. These additions grant traders a sophisticated arsenal of tools, assisting them in maintaining their edge in the vibrant landscape of trading.
Compliance: A Key Consideration
Our product is constantly monitored by the government, and any change in the user journeys can lead to heavy penalties from SEBI (Securities and Exchange Board of India). My love for numbers and compliances ensures that our designs and product are always compliance-ready.
In conclusion, designing investment instruments is a complex yet rewarding journey. It requires a deep understanding of the trading landscape, a keen eye for detail, and a relentless focus on the user experience. As we continue to innovate and improve, we remain committed to providing our users with the best possible trading experience.
