In-App F&O Trade recommendations, from telegram based experience!!
Designed Liquide’s F&O trade recommendation experience from a Telegram-based setup to a seamless in-app journey, which enhanced user trust and generated good in revenue within the first month.
My role:
Led end-to-end design
Timeline:
3 Weeks
Team:
1 PM & Dev team
Platform:
Liquide App (FinTech, ~4M+ users)
Wait, What’s liquide?
It’s a stock market app that helps you invest smarter, track your portfolio, find top stocks, and get expert insights, analyse your trades, and even invest directly using your existing broker, all in one place.
It’s a stock market app that helps you invest smarter, track your portfolio, find top stocks, and get expert insights, analyse your trades, and even invest directly using your existing broker, all in one place.
It’s a stock market app that helps you invest smarter, track your portfolio, find top stocks, and get expert insights, analyse your trades, and even invest directly using your existing broker, all in one place.
What is F&O ?
In simple terms, Futures and Options (F&O) are advanced stock market instruments, mostly used by experienced traders to predict and bet on future prices movements. It's fast, risky, and demands real-time action.
In simple terms, Futures and Options (F&O) are advanced stock market instruments, mostly used by experienced traders to predict and bet on future prices movements. It's fast, risky, and demands real-time action.
In simple terms, Futures and Options (F&O) are advanced stock market instruments, mostly used by experienced traders to predict and bet on future prices movements. It's fast, risky, and demands real-time action.
Now let’s start with our story.
Getting the Brief (problems)
Liquide was already sharing F&O trade recommendations through Telegram by the name of “Arjun”, where over 12,000+ paid users received trade ideas like "Buy this stock at ₹X, set stoploss at ₹Y". Liquide has been running this for quite some time and has captured a good user base, which is growing fast.
Liquide was already sharing F&O trade recommendations through Telegram by the name of “Arjun”, where over 12,000+ paid users received trade ideas like "Buy this stock at ₹X, set stoploss at ₹Y". Liquide has been running this for quite some time and has captured a good user base, which is growing fast.
Liquide was already sharing F&O trade recommendations through Telegram by the name of “Arjun”, where over 12,000+ paid users received trade ideas like "Buy this stock at ₹X, set stoploss at ₹Y". Liquide has been running this for quite some time and has captured a good user base, which is growing fast.
But while the numbers are good, there are some major issues with Arjun (Telegram based F&O recommendation) experience.
But while the numbers are good, there are some major issues with Arjun (Telegram based F&O recommendation) experience.
But while the numbers are good, there are some major issues with Arjun (Telegram based F&O recommendation) experience.
Low Trust Outside
the App
Users are hesitant to pay for trade recommendations on Telegram, as it feels informal or even scammy. This lack of trust leads to a major drop-off in potential conversions and lost revenue.
Dependency on
Third-Party Platform
With 12K+ paying users on Telegram, Liquide’s business was heavily dependent on a platform they don’t control. Any ban or outage could instantly impact major source of revenue.
No Personalized Notifications
Users don’t receive real-time alerts for the specific trades they’ve taken. Instead, they have to manually track updates in the community, making user miss critical actions in a fast-moving market, causing substantial losses.
To solve these problems, we introduced,
To solve these problems, we introduced,
To solve these problems, we introduced,
Liquide options (IN-APP F&O trade Recommendation)
We bring the entire F&O trade recommendation experience into the Liquide’s app, gaining user trust, enabling personalized push notifications, and removing any dependency on third-party platforms like Telegram (which still exists as a secondary channel).
We bring the entire F&O trade recommendation experience into the Liquide’s app, gaining user trust, enabling personalized push notifications, and removing any dependency on third-party platforms like Telegram (which still exists as a secondary channel).
We bring the entire F&O trade recommendation experience into the Liquide’s app, gaining user trust, enabling personalized push notifications, and removing any dependency on third-party platforms like Telegram (which still exists as a secondary channel).
Actual design part starts now.
Active Trades (Now is the time to act)
We started with Active Trade cards, the heart of the F&O flow.
We started with Active Trade cards, the heart of the F&O flow.
We started with Active Trade cards, the heart of the F&O flow.
These are live real-time trade recommendations currently available for user to act on. These appear when the market is in the suggested range. It’s essentially “now is the time to act” section, tailored for fast decisions.
These are live real-time trade recommendations currently available for user to act on. These appear when the market is in the suggested range. It’s essentially “now is the time to act” section, tailored for fast decisions.
These are live real-time trade recommendations currently available for user to act on. These appear when the market is in the suggested range. It’s essentially “now is the time to act” section, tailored for fast decisions.
Each Active Trade includes:
Each Active Trade includes:
Each Active Trade includes:
Buy/Sell signal: Whether the trader should buy or sell the option.
Buy/Sell signal: Whether the trader should buy or sell the option.
Buy/Sell signal: Whether the trader should buy or sell the option.
Contract details: The specific stock and contract details (like NIFTY 18APR24 22000 CE / INOX 26TH JUL FUT).
Scrip (Asset name): This is the asset that the contract is based on, (e.g., CIPLA, INOX, NIFTY).
Expiration date: The date when the contract will expire.
Strike price (for Options): The fixed price at which the option buyer can buy or sell the asset.
Contract type: Whether it’s a Call (CE), Put (PE) for Options, or FUT for Futures.
Contract details: The specific stock and contract details (like NIFTY 18APR24 22000 CE / INOX 26TH JUL FUT).
Scrip (Asset name): This is the asset that the contract is based on, (e.g., CIPLA, INOX, NIFTY).
Expiration date: The date when the contract will expire.
Strike price (for Options): The fixed price at which the option buyer can buy or sell the asset.
Contract type: Whether it’s a Call (CE), Put (PE) for Options, or FUT for Futures.
Contract details: The specific stock and contract details (like NIFTY 18APR24 22000 CE / INOX 26TH JUL FUT).
Scrip (Asset name): This is the asset that the contract is based on, (e.g., CIPLA, INOX, NIFTY).
Expiration date: The date when the contract will expire.
Strike price (for Options): The fixed price at which the option buyer can buy or sell the asset.
Contract type: Whether it’s a Call (CE), Put (PE) for Options, or FUT for Futures.
Recommended price: The suggested price to enter the trade.
Recommended price: The suggested price to enter the trade.
Recommended price: The suggested price to enter the trade.
Stop loss & Target: Clearly defined boundaries to minimize risk or lock in profits.
Stop loss & Target: Clearly defined boundaries to minimize risk or lock in profits.
Stop loss & Target: Clearly defined boundaries to minimize risk or lock in profits.
Closed Trades (What Happened to My Trade?)
In Active trades, when market goes outside of the suggested range, it becomes Closed trades.
In Active trades, when market goes outside of the suggested range, it becomes Closed trades.
In Active trades, when market goes outside of the suggested range, it becomes Closed trades.
Each Closed Trade includes:
Each Closed Trade includes:
Each Closed Trade includes:
Trade status: What happened with the suggested trade while executing.
Did it hit the target?
Did it hit stop loss?
Was it carried forward to the next day?
Was it a partial profit or cost-to-cost exit?
Trade status: What happened with the suggested trade while executing.
Did it hit the target?
Did it hit stop loss?
Was it carried forward to the next day?
Was it a partial profit or cost-to-cost exit?
Trade status: What happened with the suggested trade while executing.
Did it hit the target?
Did it hit stop loss?
Was it carried forward to the next day?
Was it a partial profit or cost-to-cost exit?
Contract details: The specific contract details of the suggested trade (like NIFTY 18APR24 22000 CE / INOX 26TH JUL FUT).
Contract details: The specific contract details of the suggested trade (like NIFTY 18APR24 22000 CE / INOX 26TH JUL FUT).
Contract details: The specific contract details of the suggested trade (like NIFTY 18APR24 22000 CE / INOX 26TH JUL FUT).
Entry & Exit prices: At what price the trade was entered and exited, along with timestamps.
Entry & Exit prices: At what price the trade was entered and exited, along with timestamps.
Entry & Exit prices: At what price the trade was entered and exited, along with timestamps.
Returns: Displays profit or loss made per lot (in amount and percentage), giving users quick clarity on performance.
Returns: Displays profit or loss made per lot (in amount and percentage), giving users quick clarity on performance.
Returns: Displays profit or loss made per lot (in amount and percentage), giving users quick clarity on performance.
It helps users evaluate their profit or loss and performance.
It helps users evaluate their profit or loss and performance.
It helps users evaluate their profit or loss and performance.
Past Trades (Building History and Trust)
This is the archive or library of all trades—whether successful or not.
This is the archive or library of all trades—whether successful or not.
This is the archive or library of all trades—whether successful or not.
It allows users to:
It allows users to:
It allows users to:
Search by date, script, or trade type.
Search by date, script, or trade type.
Search by date, script, or trade type.
Analyze how trades performed over time.
Analyze how trades performed over time.
Analyze how trades performed over time.
It serves as a transparent history, helping users and potential customers see how consistent and reliable the recommendations have been.
It serves as a transparent history, helping users and potential customers see how consistent and reliable the recommendations have been.
It serves as a transparent history, helping users and potential customers see how consistent and reliable the recommendations have been.
The Pitch Page (Convincing Users to Subscribe)
To convert curious leads into paying users, we need a high-impact pitch page. This is the core landing screen for Options from ads and marketing touchpoints.
To convert curious leads into paying users, we need a high-impact pitch page. This is the core landing screen for Options from ads and marketing touchpoints.
To convert curious leads into paying users, we need a high-impact pitch page. This is the core landing screen for Options from ads and marketing touchpoints.
We needed to show:
We needed to show:
We needed to show:
What this feature offers
What this feature offers
What this feature offers
What results users can expect
What results users can expect
What results users can expect
Why it’s trustworthy
Why it’s trustworthy
Why it’s trustworthy
After a few quick iterations, we landed on a clean, icon-led layout with clear benefits, pricing, and testimonials. This screen was key for converting leads into paid users.
After a few quick iterations, we landed on a clean, icon-led layout with clear benefits, pricing, and testimonials. This screen was key for converting leads into paid users.
After a few quick iterations, we landed on a clean, icon-led layout with clear benefits, pricing, and testimonials. This screen was key for converting leads into paid users.
A Simple yet Smart Checkout
The payment process was pretty straightforward, users picked a plan and moved to the payment screen.
The payment process was pretty straightforward, users picked a plan and moved to the payment screen.
The payment process was pretty straightforward, users picked a plan and moved to the payment screen.
But we didn’t stop there. We added a couple of smart nudges to make the most of this moment:
But we didn’t stop there. We added a couple of smart nudges to make the most of this moment:
But we didn’t stop there. We added a couple of smart nudges to make the most of this moment:
Exit-intent discount: If a user tried to leave mid-checkout, we trigger a limited-time discount offer, adding enough pause to get them thinking and often converting.
Exit-intent discount: If a user tried to leave mid-checkout, we trigger a limited-time discount offer, adding enough pause to get them thinking and often converting.
Exit-intent discount: If a user tried to leave mid-checkout, we trigger a limited-time discount offer, adding enough pause to get them thinking and often converting.
Upsell to annual plan: When a user picks the quarterly plan, we nudge them with extra benefits of the annual plan right before payment, showing more benefits, better value.
Upsell to annual plan: When a user picks the quarterly plan, we nudge them with extra benefits of the annual plan right before payment, showing more benefits, better value.
Upsell to annual plan: When a user picks the quarterly plan, we nudge them with extra benefits of the annual plan right before payment, showing more benefits, better value.
These subtle touches helped reduce drop-offs and encouraged higher-value plans without feeling pushy.
These subtle touches helped reduce drop-offs and encouraged higher-value plans without feeling pushy.
These subtle touches helped reduce drop-offs and encouraged higher-value plans without feeling pushy.
Post-Payment Flow & Guidelines checklist
After a successful payment, we prompt users to join our Telegram community, which is still an active secondary space for updates and discussions.
After a successful payment, we prompt users to join our Telegram community, which is still an active secondary space for updates and discussions.
After a successful payment, we prompt users to join our Telegram community, which is still an active secondary space for updates and discussions.
We also show a membership summary screen with key details like plan validity, benefits, and guidelines, etc.
We also show a membership summary screen with key details like plan validity, benefits, and guidelines, etc.
We also show a membership summary screen with key details like plan validity, benefits, and guidelines, etc.
Since F&O trading involves high risk, we added a guideline checklist to help users trade responsibly. These safety tips appear on membership detail page after the payment, setting the right tone and expectations from the start.
Since F&O trading involves high risk, we added a guideline checklist to help users trade responsibly. These safety tips appear on membership detail page after the payment, setting the right tone and expectations from the start.
Since F&O trading involves high risk, we added a guideline checklist to help users trade responsibly. These safety tips appear on membership detail page after the payment, setting the right tone and expectations from the start.
Entry Points and Error/Empty screens
To drive usage, we placed entry & upselling points smartly, ensuring that users can discover the feature easily from anywhere.
To drive usage, we placed entry & upselling points smartly, ensuring that users can discover the feature easily from anywhere.
To drive usage, we placed entry & upselling points smartly, ensuring that users can discover the feature easily from anywhere.
I designed error screens that not only guide users clearly when something goes wrong but also keep the experience friendly and on-brand.
I designed error screens that not only guide users clearly when something goes wrong but also keep the experience friendly and on-brand.
I designed error screens that not only guide users clearly when something goes wrong but also keep the experience friendly and on-brand.
They’re not just informative in some cases even it act as smart upsell opportunities, turning dead-ends into potential conversions.
They’re not just informative in some cases even it act as smart upsell opportunities, turning dead-ends into potential conversions.
They’re not just informative in some cases even it act as smart upsell opportunities, turning dead-ends into potential conversions.
The Impact
Turning a Telegram-based feature into a smooth in-app experience didn’t just improve UX—it had a real business impact.
Turning a Telegram-based feature into a smooth in-app experience didn’t just improve UX—it had a real business impact.
Turning a Telegram-based feature into a smooth in-app experience didn’t just improve UX—it had a real business impact.
Revenue Increased
starting from the launch month!
starting from the launch month!
Reduced Drop-offs
due to in-app experience!
due to in-app experience!
Trade execution improved
due to Real-time alerts!
due to Real-time alerts!
No telegram dependency
so no business threat!
so no business threat!
What I Learned (Big & Small)
This feature taught me how to simplify complex technical use cases and deliver them with clarity and speed.
This feature taught me how to simplify complex technical use cases and deliver them with clarity and speed.
This feature taught me how to simplify complex technical use cases and deliver them with clarity and speed.
Learned the basics of F&O, enough to design without confusion.
Learned the basics of F&O, enough to design without confusion.
Collaborating with PMs and Developers helped speed up clarity.
Collaborating with PMs and Developers helped speed up clarity.
Communication is everything, especially for technical features.
Communication is everything, especially for technical features.
Huge thanks to Manthan (our PM) for breaking down the complex and making it easy to design for. Couldn’t have done it without him! 🙌
Huge thanks to Manthan (our PM) for breaking down the complex and making it easy to design for. Couldn’t have done it without him! 🙌
Wrap-Up
This might seem like just a new feature, but for Liquide, it was a game-changer. We built trust, retained users, and helped them act fast—all while moving serious revenue.
This might seem like just a new feature, but for Liquide, it was a game-changer. We built trust, retained users, and helped them act fast—all while moving serious revenue.
The design worked, the business grew, and I walked away with a better sense of how product design can drive outcomes, not just aesthetics.
The design worked, the business grew, and I walked away with a better sense of how product design can drive outcomes, not just aesthetics.
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