ValueDesk
All-in-one platform for Mutual Fund distributors and advisors
Arun Mozli
XXXXX5744W
Vipin Bhatt
The Mozli’s
Portfolio Value
₹ 1.7 Cr
6.30%
SIP Book Size
₹ 30k
Profile / Portfolio
Invest
Market Trends
5 Years
NIFTY 50 (Today)
16,988.40
0.2%
2019
2020
2021
2022
2023
Risk Profile - Conservative
This means you have a low risk appetite.
Focus on preserving capital while generating income via low-risk investments.
Notes
Portfolio Review
Portfolio Review to be done for Arun Mozli & Shreya Sharma before 23 Oct, 2023.
Arun Mozli +1
Jul 14 2023, 11:30 AM
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Overview
Currently, the market for mutual fund distributors is regionally fragmented and there’s a lack for a one-stop-solution to all their needs.
ValueDesk, by Value Research, is a comprehensive all-in-one platform for mutual fund distributors and Registered Investment Advisors to effectively conduct their business on a daily basis.
What we did
Product Strategy to explore how to uniquely position the product against established competitors in the market.
User Research to understand needs of the very niche, specific potential for the product
Information Architecture & Wireframing to structure information and create process flows based on the mental models & needs of the users.
User Testing for quickly testing out our solutions & iterate at a lean stage.
Visual Language & UI Design to create a delightful interface that’s optimised for daily use.
Design System for maintaining consistency of UI & UX patterns across the platform.