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Portfolio analysis

Account Aggregator : Smarter Portfolio Access – UX Case Study

December 5, 2025December 2, 2025 by Amod Jha

The Indian Mutual Fund AUM is nearing ₹80 Lakh Crore, yet our penetration remains low (just ~20% of GDP). Why? Because, Problem Statement Investors currently share their mutual fund and stock portfolio details manually (via PDFs, screenshots, or emails), which is time-consuming, error-prone, and lacks real-time accuracy. This results in poor portfolio reviews and suboptimal … Read more

Categories Investment, UX Projects Tags Account aggregator, Portfolio analysis, UI, UX design, UX Research Leave a comment

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