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WhiteOak Investor App

Revolutionizing Wealth Creation: A Seamless Digital Investment Ecosystem for WhiteOak Capital Mutual Fund
Client
WhiteOak
Year
2025
Design Tools
Figma & Make
Claude
Clevertap
UseBerry
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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