240% Increased Traffic on India’s Top Rated Portfolio Management Service

UI/UX Design

Green Portfolio is a SEBI-registered portfolio management service and research house focused on asset management. They offer personalized goal based investment management solutions for each user tailored to their personal goals and investment needs.

The Challenge

Green Portfolio targets both HNIs and retail investors for their portfolio management and smallcase services. They connect with their user base through an online platform.

They were recently ranked as one of the top performing PMS in India.

Despite being ranked so high in their field, their website saw low conversion and overall looked obsolete.

I recently worked with XTA for a UX audit and was impressed with their level of expertise and professionalism. The team took the time to understand our business and users, resulting in a thorough and insightful audit report. The report was easy to understand and full of actionable insights and recommendations. Their attention to detail was impressive, and they were able to identify areas for improvement that we had not considered.

I would highly recommend XTA to anyone looking for a comprehensive UX audit. Their team truly understands the importance of good user experience and brings a level of expertise that is unparalleled.

Divam Sharma
CEO, Co-Founder – Green Portfolio

Our WOB Strategy

Majority of users access Green Portfolio’s website via mobile devices. We, therefore, followed a bespoke mobile-first approach, where we first create the platform in mobile size, and then rearrange it for other sizes.

01. Diagnosis

  • Conducted a thorough audit of the platform to identify the problem areas.
  • Based on recordings and heatmaps, understood how users interact with the platform.
  • Conducted stakeholder interviews and user surveys to validate the problems in real time.
  • Conducted competitive analysis to understand the market.

02. Implementation

  • Redesigned wireframes and user flows based on our research.
  • Converted the wireframes into final screens.
  • Optimised it for mobile responsiveness.
  • Solved for the issues uncovered in our diagnosis.

03. Execution

  • Developed and released the new user flows.
  • Conducted regular quality assurance tests.
  • Observed the changes in analytics and user behaviour after every new release.

Measuring Business Growth

The website for Green Portfolio showcases every aspect of the market in a way that potential investors can understand, navigate and easily complete transactions. The result to date is a mobile-responsive, easy to use website that targets potential investors.

Our WOB strategy has led to a substantial growth in the performance of their website. Using Google Analytics, following improvements in performance have been identified:

  • New Users: +11.7%
  • Page Views: +12%
  • Total Sessions: +10.58%

Things We Did Differently

Based on the pain points we discovered, we applied the following changes to the experience of the platform-

  • Optimised the user flow according to the current business goals.
  • Created new information pages that were previously missing.
  • Fixed major and minor UX flaws.

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