Stock Trading
Trading platform enabling Private stocks trading, SBA (7a) loans, and crypto.
A multi-asset trading platform spanning Private Stocks, SBA 7(a) loan sales in secondary market, and Crypto trading.
Collaborated closely with traders, brokers, and compliance teams to map complex workflows into intuitive interfaces.
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Web, iOS, Android
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FinTech
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Product Design
Interaction Design
Research
Interactive Prototyping
Stakeholder Management
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Design Lead
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Satasiya Keval Govindbhai
Ajay Singh
Tanu Srivastava
Background
I led the design for a multi-asset Trading Platform enabling users to trade Private Stocks, SBA7 Loans, and Crypto assets. The product served a wide range of stakeholders including retail investors, brokers, super admins, and financial institutions.
I collaborated closely with real traders, brokers, and product managers to design trading flows that are not only compliant and secure but also intuitive and streamlined for both experienced and first-time users.
Firm & Indicative Order flow for Private stocks trading with Direct Trades, Forward Contracts, and SPVs.
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SBA7 Loan settlement flow for secondary market institutional trading.
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Crypto spot trading UI with fiat-stablecoin-crypto flow and partial wallet custody UX.
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Problem & Objectives
Designing an intuitive and secure experience for complex asset classes such as private stocks, loans, and crypto. Ensuring compliance, simplifying workflows, and reducing friction for both novice and advanced investors were top priorities.
Design Process
Research & Discovery
Conducted multiple meetings with private equity brokers, SBA loan traders, and crypto stakeholders to understand industry workflows and user needs.
User Flows & Wireframes
Mapped trade lifecycle for each asset type and iteratively tested wireframes to balance usability and compliance requirements.
UI Design
Created scalable component libraries and responsive UIs for mobile and web. Introduced modular design to support expansion to new asset classes.
Collaboration
Worked closely with developers to handle edge cases like partial wallet custody in crypto transactions and SPV participation in Private stocks trades.
Results & Impact
- Reduced trading setup time by 40% for brokers via SPV simplification
- Improved investor confidence through transparent UI for crypto transactions
- Successfully launched and used by real-world traders across three asset types
Reflection
This project strengthened my ability to design in high-complexity environments. It also taught me how to communicate and validate designs with both domain experts and engineers to deliver real, functioning products at scale.