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WhiteOak Investor App

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Revolutionizing Wealth Creation: A Seamless Digital Investment Ecosystem for WhiteOak Capital Mutual Fund

Client

WhiteOak

Year

2025

Design Tools

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Figma & Make

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Claude

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Clevertap

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UseBerry

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ChatGpt

Objectives

Design a comprehensive, user-centric mutual fund dashboard for WhiteOak Capital that empowers investors to effortlessly Buy, Switch, and Redeem funds while providing real-time portfolio tracking and analytical insights. By blending industry-standard financial tools with a high-conversion UX, the app aims to drive Assets Under Management (AUM), foster investor trust, and simplify complex financial data into actionable investment decisions for retail and HNI users.

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Look into the other projects

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A Design Portfolio by Rahul Dutta Banik

© 2026 by Positiveex

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