UX design of Orowealth

At Designcoz we designed the UX of ORO Wealth. ORO Wealth is India’s first zero commission platform for investment agents to directly buy mutual funds. It also helps them manage client portfolios better and more efficiently. We designed this app in a way that agents get a bird’s eye view of all their transactions for each client. Apart from that, they can keep track off their earnings, view complete reports on portfolio performance and make decisions accordingly. Through the app they can also purchase funds, start a new SIP or STP, switch plans or redeem the portfolio, all in a matter of few simple steps. At every stage, information was presented in a way that was easy to consume.

The entire project has been updated here:
https://goo.gl/1Pb6MT