Our client is a SEBI Registered Research Analyst (RA) with the mission: “We offer easy-to-follow model portfolios and curated mutual fund picks, backed by in-depth research.” They partnered with us to create a modern, approachable website that communicates expertise while staying simple and user-focused.

The Challenge

Designing a research-driven finance website that is clear, approachable, and engaging.

• Research-focused platforms can feel intimidating and overloaded with data.

• The client wanted to deliver complex insights in a simplified, easy-to-understand manner.

• Their goal was to present model portfolios and curated picks through engaging storytelling, not just raw research.

Our Approach

We delivered a mobile-first, visually compelling website with:

• UI/UX Design – Clear flows and intuitive layouts that help users explore portfolios with ease.

• Custom Web Development – Built for speed, security, and scalability.

• Playful Custom Illustrations – Making financial research approachable and less intimidating.

• Storytelling Content – Structured narratives that simplify investment choices.