Transformation of MProfit tool into a product-centric company, leading to a $2M funding boost
Case Study
Mprofit
MProfit stands as India’s premier portfolio tracking application, catering to a diverse range of assets including Stocks, Mutual Funds, Bonds, NPS, PPF, and more. Offering seamless auto-import of data and generating comprehensive reports such as Capital Gains and XIRR, MProfit has established itself as a go-to solution.
With a dedicated customer base spanning over 300 cities, MProfit distinguishes itself by providing Software as a Service (SaaS) offerings to both the Business-to-Consumer (B2C) and Business-to-Business (B2B) segments. On the B2C front, MProfit serves investors, High Net Worth Individuals (HNIs), and family offices, enabling them to efficiently track consolidated investments for the entire family.
Category
SaaS, B2B, B2C, enterprise and digital products in finance.
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Product thinking
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UX UI design SaaS application
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Mobile application design
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Data visualization
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Dashboard designs
Services we offered
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Challenges
The client sought to modernise its traditional software, making it more user-friendly to expand market share and attract funding. The challenge lay in the existing platform’s complexity, hindering users from extracting its full value.
The company struggled to convey numerous data points in insightful ways. Introducing a new interface posed a challenge as existing users were accustomed to the current platform. Changing it entirely risked alienating current users. Additionally, the client desired user-friendly dashboards that effectively conveyed a story.
What we did?
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Transformed portfolio data points into meaningful insights through comprehensive analysis.
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Enhanced the onboarding experience for seamless migration to MProfit, a critical aspect of the project.
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Designed a complementary mobile app, enabling investors to track portfolios on the go conveniently.
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Crafted a visually appealing portfolio viewing experience, resonating with the preferences of modern-day investors
while maintaining a connection to the traditional aesthetic.
Impact
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Transformed portfolio data points into meaningful insights through comprehensive analysis.
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Enhanced the onboarding experience for seamless migration to MProfit, a critical aspect of the project.
-
Designed a complementary mobile app, enabling investors to track portfolios on the go conveniently.
-
Crafted a visually appealing portfolio viewing experience, resonating with the preferences of modern-day investors
while maintaining a connection to the traditional aesthetic.