Simple Invest
Making investing simple, safe, and smart.
A mobile investment platform designed to demystify the stock market for users of all ages through intuitive design and meaningful guidance.
UX/UI Designer
Project Type
Academic Project
4 weeks
Pranav Kulkarni, Samhitha Reddy, Sumedha Kasarla, Kshitjkumar Tiwari
🔍 Problem
Entering the stock market can feel overwhelming—especially for newcomers. The process of opening a trading account, understanding market dynamics, and making confident investment decisions is often filled with friction and confusion.
🎯 Goal
The redesigned app features a clean, clutter-free interface, making it easier for users to navigate and access essential features.
The improved onboarding process resulted in a 35% increase in new user adoption rates.
The addition of personalization and customization options enhanced user engagement, leading to a 25% increase in user retention rates.
👥 Target Audience
Students curious about low-risk investments
Middle-aged users looking for a simpler platform
Senior users who want to invest safely and without jargon
85%
users said the onboarding felt smooth and beginner-friendly
75%
the app’s layout was easier to understand than platforms they’ve seen before
60%
said the educational tips made them feel more confident about investing
📖 Research & Methods
Surveys to collect expectations and fears around investing
Feedback analysis to identify pain points in existing apps
Diary Study across 5 stages:
Planning goals and questions
Pre-study briefing
In-situ logging (Snippet technique)
Post-study interviews
Data synthesis and behavioral patterns
🔄 Solution
Simple Invest provides:
A frictionless onboarding flow modeled after apps like Zerodha
Smart UI layout with visual priority on key actions
Contextual education embedded throughout the experience
Investment tools that scale from beginner to intermediate users
🧩 Design System
Primary Colors:
Blue #0396D7, White #FFFFFF, Green #167D3F, Red #AA2B32
Fonts:
Montserrat (UI), Poppins (Headings)
Typography:
Splash Page: 49px Montserrat
Heading: 23px Poppins
Body Text: 15px Montserrat
Inputs: 14px Montserrat
Storyboard
Flowchart
Conclusion
Simple Invest is an investment platform designed to demystify the investing process, making it more accessible to everyone. It boasts a user-friendly interface that prioritizes simplicity and intuitiveness, ensuring a seamless user experience for both novice and experienced investors. Key features of Simple Invest include a competitive low-fee structure, a streamlined account opening process with straightforward Know Your Customer (KYC) procedures, sophisticated trading tools for various investment strategies, and a wealth of educational resources to support informed investment decisions. This holistic approach positions Simple Invest as an ally for those looking to engage with the financial markets with confidence and ease.
