True X
truexwealth
2 Months
2024
TrueX is a fintech investment platform designed to help users discover, compare, and invest in mutual funds and SIPs with clarity, confidence, and minimal financial jargon.
First-time and retail investors often feel overwhelmed by complex financial terms, excessive choices, and unclear risk explanations. Existing platforms focus heavily on data and performance metrics, making it difficult for users to understand what to invest in and why.
I designed an investment experience that simplifies decision-making through guided flows, clear explanations, and outcome-driven comparisons. TrueX balances trust, transparency, and usability—helping users move from discovery to investment with confidence.
I followed a Design Thinking approach, prioritizing trust, comprehension, and ease of decision-making in a high-stakes financial context.
Identified user anxieties around risk, credibility, and choice overload
Structured user flows from onboarding → discovery → comparison → investment
Designed simplified plan cards, guided recommendations, and jargon-free explanations
Focused on progressive disclosure to reveal complexity only when needed
Designed clean, reassuring UI patterns aligned with fintech trust principles
Retail investors want: trust, clarity, simple onboarding (KYC), clear product explainers, goal-based flows, SIP automation, good mobile UX, transparent costs, and quick/friendly support. Many apps deliver features — few make decisions easy for a nervous first-time investor. That’s TrueX’s opportunity.
TrueX translated complex financial concepts into an accessible investment journey. The project strengthened my ability to design trust-driven fintech experiences that balance regulatory clarity, business goals, and user confidence.