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Fintech - Lead Product designer

Fintech

Fisdom - Invest in Stocks, Mutual funds. Save & File Taxes

Fisdom provides online demat, trading, and mutual fund investment facilities in India. Its goal is to uncomplicate and popularize the investment procedure for Indian clientele, offering a variety of products, functions, and studies. Fisdom boasts over 1 million regular users and AUM exceeding 600 crores. They also collaborate with some of India's leading banks to cater to their customer's financial needs. Fisdom has been the recipient of the “Best Fintech Award” two years in a row, in 2020 and 2021.

Headquarters

Headquarters

Bengaluru, Mumbai

Bengaluru, Mumbai

Tenure

Tenure

2019 - Present

2019 - Present

Industry

Industry

FinTech, Stock broking

FinTech, Stock broking

Revenue

Revenue

$200 Million (2023)

$200 Million (2023)

Company size

Company size

350+

350+

Challenge

Ascending from a UX-UI designer to Senior UX-UI designer, and finally Design Lead at Fisdom, I had the privileged role to pilot the metamorphosis of our trading platform into the leading stock broking solution in India.

Results

Best-in-Class App: I led the design efforts to create a best-in-class application, ensuring a seamless and intuitive user experience for our clients. This web platform set new standards for accessibility and performance in the stock broking industry.

Integrations with 13+ Banks: I oversaw the creation of top-notch integrations with more than 13 banks, streamlining financial operations and enhancing user convenience. These integrations enabled smooth and secure transactions for our users.

Stock Broking Mobile/web App: I was dedicated to creating the most visually stunning and user-friendly stock broking mobile application. Our mobile app design set the benchmark for elegance and functionality, providing users with a truly exceptional stock trading experience.

Positive user feedbacks

4.78

Increased User Retention

80%

Improved onboarding process

10x

Some of my assignments as a Lead Product Designer encompassed

Some of my assignments as a Lead Product Designer encompassed

Designing Investment instruments - Everything from placing a trade, monitoring and cashing out

Designing Investment instruments - Everything from placing a trade, monitoring and cashing out

Led my team in constructing an Order Form allowing users to engage in trades involving Futures, Options, and Equities. We provided a functional Portfolio feature that keeps track of their investments and positions. We've also included a Funds Section for the convenience of cash outs and fund additions. Extra features introduced include GTT, Screeners, IPOs, Alerts, and a help section integrated with Tally to support users and foster a community where we can co-develop our product. Ongoing government monitoring required us to consistently comply with regulation. Disruptions in user journeys could impose heavy fines from SEBI. My fascination with numbers and regulatory compliance keeps the design and product in line with compliance requirements.

Check project

Evolving Paper KYC to Fully Digital KYC: A UX-Focused Journey

Evolving Paper KYC to Fully Digital KYC: A UX-Focused Journey

The process of opening a DEMAT account involves a mandatory Know Your Customer (KYC) procedure. This procedure, often perceived as tedious and complex, poses significant user experience challenges. The scope for UX enhancements is limited due to stringent government regulations, and the situation is further complicated by the fact that KYC compliance requirements are subject to quarterly changes.

Check project

Designing a Groundbreaking Option Chain for Indian Traders

Designing a Groundbreaking Option Chain for Indian Traders

In the dynamic world of trading, information is the key to making informed decisions. However, traders often face the challenge of monitoring multiple indices like Nifty 50, Bank Nifty, Fin Nifty, USDINR across strike prices, expiries, and other parameters simultaneously. This can lead to information overload and increase the chances of missing out on potential opportunities. Furthermore, analyzing correlations between the indices for developing trading views and strategies is manually intensive and time-consuming. Risk management also becomes difficult when tracking a large number of potential positions across indices and monitoring exposures in real-time.

Check project

Process

01

Research & Analysis

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

02

Information Architecture

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

03

Wireframing & Prototyping

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

04

Usability Testing

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

05

Visual Design & Style Guide

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

01

Research & Analysis

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

02

Information Architecture

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

03

Wireframing & Prototyping

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

04

Usability Testing

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

05

Visual Design & Style Guide

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

01

Research & Analysis

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

02

Information Architecture

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

03

Wireframing & Prototyping

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

04

Usability Testing

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

05

Visual Design & Style Guide

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

“For a span of 5 years that I have worked with Durgesh at Fisdom, I witnessed him transform into a formidable leader. Not only did he prove himself as a visionary in design, but his inherent interest in finance & behavioural economics pushed Fisdom to become one of the most intuitive financial apps available.”

Amit kumar

Amit kumar

Amit kumar

Ex Senior Product, Fisdom

Ex Senior Product, Fisdom

Ex Senior Product, Fisdom

Empowering Teams through Financial Literacy

Fisdom has also been my gateway to understanding finance closely. During the COVID-19 pandemic, we began planning to build a KYC process for the stock market. It was during this journey that I realized many of my fellow product managers and designers lacked a deep understanding of what they were building. Recognizing this gap, I took the initiative to conduct finance classes on mutual funds and stock market basics. This not only kickstarted their investing journey but also significantly shortened our product shipping cycle, leading to an exponential increase in our overall productivity.

Conclusion

As a Lead Designer at Fisdom, my role has always been more than just creating designs. I’ve collaborated with marketing, sales, human resources, and customer service teams to enhance the end-user experience. Every feature I’ve helped to build has been enriched with at least a small innovation, making the product better with each iteration.

When I receive design requirements, I channel my inner Marcello Gandini from Alfa Romeo, imagining innovative and efficient solutions. My journey at Fisdom began as a UX designer, but over the course of five years, I’ve worn many hats, evolving into more than just a generalist - I’ve become a strong leader in fintech design.

Project under NDA

Project under NDA

Project under NDA

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DUKU © 2024. Designed by Durgesh

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Schedule a call with Durgesh.

DUKU © 2024. Designed by Durgesh