Designing a mutual fund recommendation model for 90,400 investors on ET Money
Designing a mutual fund recommendation model
for 90,400 investors on ET Money
Designing a mutual fund recommendation model for 90,400 investors on ET Money
OUR GOAL
OUR GOAL
Build a comprehensive mutual fund recommendation experience, improving one of ET Money's longest-standing and most used product offering and expanded features for our users.
Build a comprehensive mutual fund recommendation experience, improving one of ET Money's longest-standing and most used product offering and expanded features for our users.
Build a comprehensive mutual fund recommendation experience, improving one of ET Money's longest-standing and most used product offering and expanded features for our users.
MY ROLE
MY ROLE
Led end-to-end product design, served as an individual capacity handling research, rapid prototyping and visual design, collaborating with our COO and Director of Design.
Led end-to-end product design, served as an individual capacity handling research, rapid prototyping and visual design, collaborating with our COO and Director of Design.
Led end-to-end product design, served as an individual capacity handling research, rapid prototyping and visual design, collaborating with our COO and Director of Design.
CLARITY IN FIRST GLANCE
CLARITY IN FIRST GLANCE
/ 01
/ 01
With the wide range of fund options within each category, reducing the effort needed to make a choice became essential. Instead of asking investors to search for and analyse funds one by one, we designed an experience that ranks funds within each category, helping them quickly identify the top performers.
With the wide range of fund options within each category, reducing the effort needed to make a choice became essential. Instead of asking investors to search for and analyse funds one by one, we designed an experience that ranks funds within each category, helping them quickly identify the top performers.
With the wide range of fund options within each category, reducing the effort needed to make a choice became essential. Instead of asking investors to search for and analyse funds one by one, we designed an experience that ranks funds within each category, helping them quickly identify the top performers.
A simple tap on the rank badge reveals the fund’s full history and how it has performed over the years, making it easier for investors to assess its overall performance at a glance.
A simple tap on the rank badge reveals the fund’s full history and how it has performed over the years, making it easier for investors to assess its overall performance at a glance.
A simple tap on the rank badge reveals the fund’s full history and how it has performed over the years, making it easier for investors to assess its overall performance at a glance.
BREAKING DOWN EACH FUND
BREAKING DOWN EACH FUND
/ 02
/ 02
Staying consistent with the same approach for individual fund details, we paired the fund’s rank with a clear view of its performance consistency. This highlighted how reliably the fund has delivered returns, along with the level of volatility investors can expect. The intent was to give users enough clarity and confidence before they move ahead with any investment decision.
Staying consistent with the same approach for individual fund details, we paired the fund’s rank with a clear view of its performance consistency. This highlighted how reliably the fund has delivered returns, along with the level of volatility investors can expect. The intent was to give users enough clarity and confidence before they move ahead with any investment decision.
Staying consistent with the same approach for individual fund details, we paired the fund’s rank with a clear view of its performance consistency. This highlighted how reliably the fund has delivered returns, along with the level of volatility investors can expect. The intent was to give users enough clarity and confidence before they move ahead with any investment decision.
RECOMMENDATION THAT FEELS PERSONAL
RECOMMENDATION THAT FEELS PERSONAL
/ 03
/ 03
Designed an investment experience that clearly guides users on which funds to choose and, more importantly, why those choices make sense for them. Each recommendation was thoughtfully detailed to address the questions and doubts investors typically have, making the journey feel tailored rather than generic. By removing unnecessary noise and focusing on clarity, the experience helped users feel more confident and take action faster.
Designed an investment experience that clearly guides users on which funds to choose and, more importantly, why those choices make sense for them. Each recommendation was thoughtfully detailed to address the questions and doubts investors typically have, making the journey feel tailored rather than generic. By removing unnecessary noise and focusing on clarity, the experience helped users feel more confident and take action faster.
Designed an investment experience that clearly guides users on which funds to choose and, more importantly, why those choices make sense for them. Each recommendation was thoughtfully detailed to address the questions and doubts investors typically have, making the journey feel tailored rather than generic. By removing unnecessary noise and focusing on clarity, the experience helped users feel more confident and take action faster.
Mapped funds within each category to the user’s individual risk profile, and backed every recommendation with a clear, structured plan to guide their decisions. Sector-specific funds were aligned with current market conditions, ensuring that suggestions stayed relevant and timely, and helping users make more informed allocation choices without second-guessing.
Mapped funds within each category to the user’s individual risk profile, and backed every recommendation with a clear, structured plan to guide their decisions. Sector-specific funds were aligned with current market conditions, ensuring that suggestions stayed relevant and timely, and helping users make more informed allocation choices without second-guessing.
Mapped funds within each category to the user’s individual risk profile, and backed every recommendation with a clear, structured plan to guide their decisions. Sector-specific funds were aligned with current market conditions, ensuring that suggestions stayed relevant and timely, and helping users make more informed allocation choices without second-guessing.
MY LEARNINGS
MY LEARNINGS
/ 04
/ 04
Building this from scratch, while working closely with the founders, taught me far more than any brief could. I had to pick up the nuances of fintech along the way, understand why people make the investment decisions they do, and design for moments where the stakes are genuinely high. It shifted from how I see investors as people not just moving through flows, but as individuals making decisions they may not fully understand yet.
Building this from scratch, while working closely with the founders, taught me far more than any brief could. I had to pick up the nuances of fintech along the way, understand why people make the investment decisions they do, and design for moments where the stakes are genuinely high. It shifted from how I see investors as people not just moving through flows, but as individuals making decisions they may not fully understand yet.
Building this from scratch, while working closely with the founders, taught me far more than any brief could. I had to pick up the nuances of fintech along the way, understand why people make the investment decisions they do, and design for moments where the stakes are genuinely high. It shifted from how I see investors as people not just moving through flows, but as individuals making decisions they may not fully understand yet.
THANKS FOR READING
THANKS FOR READING
This is just the beginning. This project is ever evolving, with ongoing refinements each quarter. Stay tuned for more updates on this.
This is just the beginning. This project is ever evolving, with ongoing refinements each quarter. Stay tuned for more updates on this.
This is just the beginning. This project is ever evolving, with ongoing refinements each quarter. Stay tuned for more updates on this.
VIEW NEXT PROJECT
VIEW NEXT PROJECT
CONNECT WITH ME
CONNECT WITH ME
Want to know more about this project? Let me know at akashbhavsar475@gmail.com
Want to know more about this project? Let me know at akashbhavsar475@gmail.com
Want to know more about this project? Let me know at akashbhavsar475@gmail.com