Timeline- 1.5 month
Team- 1 designer, 1 developer
Role- sole designer
"I worked on designing a new Portfolio Management Service (PMS) feature for relationship managers (RMs) and portfolio managers (PMs) to recommend investment strategies more efficiently to clients."
A portfolio management service (PMS) is an investment option that offers custom and tailor-made investment solutions to fit a client’s investment objective and risk appetite. Typically, a PMS is suitable for high-net-worth individuals (HNIs) or institutional investors. In a PMS, the portfolio manager can manage the client’s portfolio at his/her discretion.
Portfolio Management Services (PMS) help portfolio managers in India earn income primarily through fees charged for their services, which include management fees, entry loads, and potentially performance-based or profit-sharing fees. The specific fee structure varies by provider, but it's generally a percentage of the assets under management (AUM).
Portfolio managers lacked a structured, data-backed tool to recommend personalized investments. Current processes were manual and error-prone, leading to inefficiencies and slower client engagement.
The platform provides business to portfolio managers and brokers business by providing investment option to investors with big ticket sizes ranging from 25l - 3Cr to make the right profit.
The user persona is Indian market RMswith varying tech-savviness and client handling styles. demographically aged between 25- 50 years with investment knowledge.