B.Des.
Profile

Designing an Investment Management App for Clients of Mutual Fund Distributors

  • User Experience Design
  • Interaction Design
  • Mutual Fund Distribution
  • Fintech
  • Mobile App Design
SHARVARI SACHIN PAWADE
Dr. Gayatri Menon
This Fintech project explores Mutual Fund Distribution by examining the relationship between independent financial advisors, or Mutual Fund Distributors (MFDs), and their clients. The goal was to design a mobile-first digital solution that reduces operational friction and improves trust. The project began with an analysis of the business ecosystem, followed by qualitative user research grounded in User Experience Design. Findings highlighted heavy dependence on paper based workflows, fragmented tools for tracking investments, and limited transparency for advisors and clients. Guided by these insights, an iterative Interaction Design process was adopted, moving from information architecture and wireframes to a high fidelity Mobile App Design prototype. The final solution is an integrated platform offering a centralized portfolio dashboard, guided client onboarding, and streamlined communication features. Overall, the project delivers a more efficient, intuitive experience for MFDs while enabling clients to engage confidently with their investments through clarity, structure, and digital empowerment and long term value.
SHARVARI SACHIN PAWADE
SHARVARI SACHIN PAWADE
SHARVARI SACHIN PAWADE
Profile
SHARVARI SACHIN PAWADE
B.Des.
Dr. Gayatri Menon
Designing an Investment Management App for Clients of Mutual Fund Distributors
This Fintech project explores Mutual Fund Distribution by examining the relationship between independent financial advisors, or Mutual Fund Distributors (MFDs), and their clients. The goal was to design a mobile-first digital solution that reduces operational friction and improves trust. The project began with an analysis of the business ecosystem, followed by qualitative user research grounded in User Experience Design. Findings highlighted heavy dependence on paper based workflows, fragmented tools for tracking investments, and limited transparency for advisors and clients. Guided by these insights, an iterative Interaction Design process was adopted, moving from information architecture and wireframes to a high fidelity Mobile App Design prototype. The final solution is an integrated platform offering a centralized portfolio dashboard, guided client onboarding, and streamlined communication features. Overall, the project delivers a more efficient, intuitive experience for MFDs while enabling clients to engage confidently with their investments through clarity, structure, and digital empowerment and long term value.
SHARVARI SACHIN PAWADE
SHARVARI SACHIN PAWADE
SHARVARI SACHIN PAWADE