Monthly Investment Plan for HK/US Stock
Chief Group aimed to introduce a Monthly Investment Plan (MIP)—a flexible, automated savings-and-investment solution designed to make long-term wealth building more approachable and manageable.
Role
UX Design
UI Design
Year
2023
Project Objective
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Allow users to grow wealth effortlessly through consistent contributions
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Make long-term investing approachable, intuitive, and personalized for all levels of investors
DELIVERABLES
Simple & Guided Onboarding
A step-by-step setup flow guides users through product selection, amount input, and payment options—making it easy even for first-time investors
Smart Recommendations & Filtering
Users can explore over 500 investment options using filters, performance charts, and investment themes to find plans that match their preferences and risk levels.Also provide curated monthly stock plans and theme-based groupings (e.g. Tech, ESG, Blue Chip), helping new users get started without needing deep market knowledge
All-in-one Investment Overview
Users can explore over 500 investment options using filters, performance charts, and investment themes to find plans that match their preferences and risk levels.Also provide curated monthly stock plans and theme-based groupings (e.g. Tech, ESG, Blue Chip), helping new users get started without needing deep market knowledge
Performance Insights
Historical data up to 10 years is available to help users make informed decisions and monitor long-term performance.
