Zephyrus
Our work for Perccent, A WealthTech Platform
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Login Screens
Phone Number based Uni-Sign Auth
OTP Auth
OTP Auth with a greater look at UX and assurance stats
KYC Verification
KYC Verification with a Third Party Data Fetcher and Prefiller Integration flow
KYC Verification
Compliance Screen with no back user retention and Edit Icon for only possible action reducing visuals of back on screen
Dashboard
A Mutual Fund Dashbaord ideated to incorporate Goals, Baskets, Categories, Popular Funds, Necessary Investment Stats and upcoming Payment reminders as well as Advertisement, CTA card and a Clear Contact section with Direct CTA and tabular switch at Convenient and visual heatmap adjustment placements.
FD Dashboard
FD Dashboard focusing on different open categories, similar Cards and also alternate Mutual Funds for a seamless switch between asset classes that serves a similar purpose in a non aggressive way.
Fund Details Page
Necessary Details, Return Calculator and on demand Invest Button with a Explore section and right Cards, Ads and Contacts
Investment Passbook & Portfolio Overview
Portfolio Metrics: Visual cards displaying total value, percentage growth, and specific investment amounts.
Transaction Tracking: A list-view of matured deposits showing specific status labels such as "Redeemed" or "Renewed".
Smart Discovery: A categorized "Fixed Deposits" section with quick-action filters to help users reinvest matured capital.
Utility Sidebar: Persistent access to onboarding status, external folio imports, and contact support.
Mobile Views
An Approach at Mobile First Development
Component
Multipurpose components for Design and Development Scalability. Progress bar within the concentric circle can work in showing any statisctics in a very user friendly eye catchy modern manner.
Fund Investment Portfolio Interface
Showcases a user's mutual fund performance, featuring clear metrics for invested capital, current value, and returns. It provides a seamless breakdown of transaction history and fund-specific details for easy financial tracking.
Fund Performance Page Glance
A detailed mutual fund analysis. It features an interactive performance graph and a "Fund Return Calculator" that allows users to project future wealth based on customizable SIP or lumpsum investment parameters.
Admin Goal Management
This administrative dashboard provides a centralized view for managing curated investment goals. It allows administrators to track returns, organize fund baskets, and apply strategic tags like "Recommended" or "Featured" to guide user investments.
Admin Recommendation Management
This administrative tool enables the prioritization and tagging of top-performing funds. It features a drag-and-drop ranking system and a tagging interface to categorize funds as "Popular," "Recommended," or "Featured".
Checkout more Collboration Stories at Sagnik's Website: https://sgnk.ai