📖The Problem

In India, a significant number of individuals, especially those who are new to investing, struggle to find digital platforms tailored to their specific financial needs. This lack of tailored platforms widens the gap in financial knowledge and independence, particularly among this group. Additionally, the complexity of the mutual fund industry, with its intricate language and impersonal interfaces, further complicates matters for these individuals, making it even more challenging to navigate the financial landscape.

✨The Solution

To address this issue, we introduce WealthWise, a user-friendly digital investment app tailored for novice investors. WealthWise empowers users to make informed decisions confidently, with a simplified interface for accessibility. Featuring informational buttons (i-buttons) and features like community, Learning content, it enhances user experience and promotes financial literacy.

🎲 My Role

Research

Visual design

Prototyping

🤝 Team

Akansha Maurya

Akshat Saxena

🖌️ Tools

    Figma

    FigJam

🤿Let’s dive into the problem space

🎯Target Audience

• Target demographic: People above age 22.
• Geographical distribution: Both urban and semi-urban areas.
• Financial knowledge: Basic understanding of savings.
• Existing investments: Traditional options such as gold or fixed deposits.

📖Understanding the Problem

To create an effective solution, we began by delving deep into the intricacies of the problem statement. Due to time constraints, we opted for secondary research, analyzing existing literature, market trends, and user feedback on similar platforms. This approach provided valuable insights into the pain points experienced by investors and the shortcomings of existing solutions.