Nuvama market
Dashboard
CSAT
Design
View Profile
Privacy mode
Portfolio Summary
Invested
₹ 1.52 L
Total PnL
₹ 9.52 L
+22.32%
Today’s PnL
₹ 2.53 L
+26.34%
Total Portfolio Value
₹ 2.38 L
19.2%
Family 1-Consolidated
As on 17 May, Friday 5pm
Analysis and updates will not be available in family-consolidated state
View your portfolio
Type
Self-initiated
Role
UX design, UI design,
research, illustration
Platform
Android, iOS
Design Tools
Figma
Designing an intuitive CSAT Dashboard to simplify customer satisfaction insights and drive actionable decision-making.
Hi i am working on mob version. It'd be awesome to view on desktop… Thanks
View on Desktop
What makes it difficult to make decisions whether to buy or sell a stock from their portfolio?
USER INTERVIEW:
Tackling this issue required a broader understanding. So i gave myself a 2 days understanding by doing Primary research and identified pain points!
Our users struggled with getting in a loop without a clear performance report about their invested stock
And stumbled on how to return back to their profile as there was two unclear gateways, (Nav sheet) and a lack of privacy to secure their portfolio data while travelling
User Voices:
Oof i just need to quickly see how my investments are performing without digging through multiple pages or confusing data."
Oh my i thought the profile details on the left nav’d take me to the profile page but nope!
The invested stocks status influence my decisions; I want to understand the overall impact at a glance.
I rely on this dashboard to guide my financial decisions, so I need accurate and easy-to-read insights.
Which formed some key insights:
THE CHALLENGE
😶🌫️
Many users have stumbled on how to return back to their profile page as there was two unclear gateways which is too confusing
🔐
and Lack of privacy to secure their portfolio data while travelling or giving their mobile to others
🤔
Also i came to know most of our users where expecting a clear view about their equity performance ase they invested a lot in there
We can see the frustrations of struggling to take decisions and not knowing even in which stocks does their investment goes. Leads to a chaos experience in (Nuvama markets app)
Figuring out what to build
THOUGHT PROCESS
Through user research, I discovered that investors struggled with more than just UI confusion—there were deeper UX issues making tracking and decision harder. This insight shaped my goal: to design a dashboard that’s clear, efficient, and truly user-friendly
What i Did?: I kept the design consistent with the Nuvama Market app while adding UX improvements to the equity section, enabling users to quickly understand their portfolio and make informed decisions.
Here comes the toughest part. There was already loads of things going on. How we are gonna add this features & sections
Iconography
Some icons are closer to spot illustrations,
to help explain the concepts they represent.
Is that All?
The low-fidelity designs were ready for ideation and stakeholder discussions. We thoroughly analyzed each section, and I collaborated with our Visual Design Head to ensure clarity, compactness, and simplicity.
I believe the 70% of timing should go for planning things then comes implementing it guess what it works!
In conclusion
The design is ready to build, allowing users to make informed decisions with a clear view of their investments. The dashboard now empowers users to track their portfolios better. Future improvements could add more learning resources to guide new investors. After all, no product is ever truly finished.
The new dashboard lets users dissatisfied with the current design make informed decisions and track their portfolios. Effectiveness will be measured through usability testing of low and high-fidelity designs.
We could help David limit waste by asking
how each bird reacted to an ingredient, or
offer free samples to try ahead of making
a mix.
Users might be guided through creating a
mix with detailed nutritional breakdowns, or
broader guidance on macro balances with
actionable fixes.
Before
30%
20%
10%
40%
Telecom
2 Stocks
Media
5 Stocks
Pharmaceuticals
1 Stock
6 Stocks
Auto & Auto Ancillaries
View All
Equity Portfolio Composition
Sector Wise
Contribution
Market Cap
After
Equity Portfolio Composition
Sector Wise
Contribution
Market Cap
Highly invested
Auto & Auto Ancillaries
Auto & Auto Ancillaries
40 Stocks - 40%
Telecom
20 Stocks - 20%
Energy
20 Stocks - 20%
Media
10 Stocks - 10%
Others
10 Stocks - 10%
10:00
Dashboard
T
Sensex
101,366
8,240
Nifty
22,829
2,630
View Profile
Privacy mode
Portfolio Summary
Click to view all Asset classes
Positions (5)
View All
Today’s MTM
₹ 12,43,345
Net MTM
₹ 12,43,345
Add Funds
View Details
Portfolio Insights
Portfolio Updates
Portfolio Analysis
Gainers & Losers
In your portfolio
In the market
Zomato
₹271.83
+7.84 (2.98%)
Gland
₹271.83
+7.84 (2.98%)
ICICI Bank
₹271.83
+7.84 (2.98%)
View All
DIXON
₹271.83
-7.84 (2.98%)
TRIVENI
₹271.83
-7.84 (2.98%)
NUVAMA
₹271.83
-7.84 (2.98%)
View All
Equity Portfolio Composition
Sector Wise
Contribution
Market Cap
Large Cap
Highly invested
Adani Ports
Name of Stock
% of Contribution
Adani Ports
15%
HDFC Bank
12%
Bajaj Auto
10%
SBI
10%
Hindustan Unilever
13%
This approach will not only gives a clear data and reduce the clicks. It solves the problem of changing to a next market cap
Before while with the first iteration it was totally confusing and increase with the overloaded content
Before the final iteration. The drop down doesn’t actually gives a way to add family
Then we bring it up with this solution by giving out a 3D illustration to add family.
10:00
Dashboard
T
Sensex
101,366
8,240
Nifty
22,829
2,630
View Profile
Privacy mode
Click to view all Asset classes
Invested
₹ 1.52 L
Total PnL
₹ 9.52 L
+22.32%
Today’s PnL
₹ 2.53 L
+26.34%
Total Portfolio Value
₹ 2.38 L
19.2%
Your Portfolio
As on 17 May, Friday 5pm
Positions (5)
View All
Today’s MTM
₹ 12,43,345
Net MTM
₹ 12,43,345
Limits Available
₹ 3,32,34,345
Cash Available
₹ 1,12,43,345
Add Funds
View Details
Updates
Portfolio Analysis
Upcoming SIPs
View All
Your Stocks in News
View All
Kicking it up to high fidelity
I transitioned to visual design by gathering references and exploring dark mode themes. After discussions with senior designers, I refined color palettes, typography, and layouts, iterating through different styles to create a polished design.
Visual design is not a colour-by-numbers exercise
We could help David limit waste by asking
how each bird reacted to an ingredient, or
offer free samples to try ahead of making
a mix.
Users might be guided through creating a
mix with detailed nutritional breakdowns, or
broader guidance on macro balances with
actionable fixes.
I built on a solid foundation, creating minimal designs and seeking feedback from my manager and other designers.
With insightful critiques, I implemented several UX improvements. I introduced a tab function to organize information while keeping it simple and enhanced section clarity for better portfolio value readability.
👀
View profile & Privacy mode
📈
Top gainers & Losers for my portfolio
Equity portfolio composition
🗞️
Your stock in news
👨🏻👩🏻🦱
Family portfolio
We now have a list of the most useful sections to start designing.
Scope and structure
I focused on a mobile-first Android design to ensure practicality and scalability. The goal was to balance user needs with business goals while ensuring smooth transitions.
With a goal statement set out:
By considering all the requirements and needs we introduced two features including the (family portfolio view)
Updates:
For a clear view like Upcoming SIP & Stock in news
Analysis:
Equity- Gainers, Losers & Equity portfolio composition
Organising the data
Time to investigate the real challenges
During a Figma critique, I adapted the existing family reporting style to add the family portfolio. After weeks of iteration, I delivered a seamless, simple, and navigable solution. at the same time facing constraints from BA Team
Adjusting the UI placement was challenging since the Hi-Fi designs were already finalized.
The design was cluttered with no breathing space.
Uncertain if the view profile would benefit users inside the dashboard.
UI placement was confusing, and the flow felt improper with the new requirement.
👨🏻💻
With the help of a senior designer, I nailed it, though it involved complex technical aspects
Curios to know more?
Have a look on my next project
After multiple iterations in Figma, the tab feature was approved, and the equity portfolio composition was well-received. We set data-driven benchmarks and prioritized improving 'add new' buttons. Refining low-fidelity designs ensured consistency and clear call-to-action messaging."
Finally the tab features got approved and satisfied with a green signal from our Business analysts side.
😉
The best thing in the new design was equity portfolio composition. This feature was loved by the business team, and got many appreciation for the in-detail design
“Wouldn't it be great", “to be the voice
of the user to help them make best decision to gain a good profit from their portfolio at the same time considering the business requirements?"
THE PROBLEM:
In January 2025, I designed the
CSAT Dashboard
to help investors better understand
their portfolios and improve customer satisfaction. The goal was to turn scattered data into a simple, unified platform that provides clear, actionable insights.
I found that the existing dashboards were either too complicated or didn’t offer enough flexibility, leaving users confused or uniformed. My challenge was to create a design that looked great and made it easy for users to turn raw data into meaningful decisions
We could help David limit waste by asking
how each bird reacted to an ingredient, or
offer free samples to try ahead of making
a mix.
A few rough sketches for the brainstorming stage to check whether the requirements and our solutions were right or not?
We could help David limit waste by asking
how each bird reacted to an ingredient, or
offer free samples to try ahead of making
a mix.
After a few discussion i quickly created a hi-fi designs to ensure things were going right. And checked it with our visual design lead
So how can I create a solution that will really help the user and create an appropriate impact to take invest wisely?
Observing competitors:
ANALYSING THE SOLUTION
I analyzed competitors like Groww and Dhan to understand their dashboard strategies. Notable patterns emerged in customization and navigation. To truly meet user needs, I crafted a unique value proposition addressing key pain points.