Keeping primary navigation as the asset type available at the bottom on the platform. This gives user an overview of what the platform offers.
To give visibility to other functionality of - Account, Search, notifications, settings etc, I provided entry point on top navigation bar.
On top of every asset bucket i.e. MF, stock or gold their respective Dashboard will be given. Clicking on any of these dashboard will take user to a dashboard with all the investments cumulated on a page.
Dashboard on Mutual fund page will look like -
It shows users profit/ loss in value and percentage both. Their invested amount and the total amount post profit/loss. There are two more CTAs that leads to the user’s watchlist and orders of MF respectively/
3. SIP: Banner + Assortments + Recommendations
Giving visibility to SIP on the first fold of the screen loudly for users to consider it. know the benefits and give it a try.
The banner talks about benefits of SIP with a CTA that leads to a MF listing page to start SIP immediately. SIP Assortments are quick filters that user’s mosty need as a new investor in SIP like - SIP with ₹500, Tax Saving SIPs etc. This gives user a filtered list of options available to invest in and reduce the effort of research or discovering the options. SIPs for you is personalised recommendation of a set of SIPs. This will curated based on user’s behaviour like investment frequency, risk apetite, sectors of investments duration for investments etc.
4. Regular Mutual Fund explore page
This can be kept the way it was before introducing SIPs. I have used All Mutual Funds as a long scroll listing for now.