DELTA EXCHANGE · ONBOARDING REVIEW · JULY 2026

Onboarding review and redesigned screens

I reviewed the current Delta onboarding flow from launch to empty portfolio, then redesigned the key screens around one setup model, clearer waiting states, safer first-trade defaults, and a more direct path to funding.

Shumaila

chini.dev
shumaila.chini@gmail.com
WhatsApp: +91 8605142552

What changes

Use one setup component across home, KYC, notifications, and portfolio. The current flow uses Verify Now, Get Verified, Complete KYC, and Initiate KYC for the same task.
Give every wait a visible state. Launch, DigiLocker, selfie review, and final verification should show what is happening and what the user can do next.
Make first-trade risk easier to understand. New accounts should see safer defaults, plain-language margin explanations, and a clear path to advanced modes.

Screens reviewed

Current captures are shown before each redesign so the comparison stays visible.

S1 · DISCOVER

Install to first glance

01 Splash
loader №1

02 Loading
loader №2

03 Browse home
3 CTAs compete

04 Markets
200x, unexplained

S2 · CREATE

Account in a minute

05 Account created
flat checklist

06 Phone OTP
invisible fields

07 Notification
3 tones, verb №4

S3 · VERIFY

KYC and its handoffs

08 KYC entry
verb №1

09 Same screen
verb №2

10 Entity KYC
unknown domain

11 DigiLocker
over-scoped consent

12 DL processing
loader №3

13 Selfie intro
art contradicts copy

14 Selfie capture
red ring unclear

15 Verifying
spinner wait

S4 · FUND

From approved to funded

16 Add bank
2 steps to money

17 Home + banner
setup × 3 surfaces

18 Portfolio
₹•••••• hides ₹0

S5 · TRADE

First contract, safely

19 Margin mode
jargon-heavy

STAGE 1 · DISCOVER · SCREENS 01-04

The app before the account

Delta's strongest asset is a live derivatives market. The current first session adds two loaders before the user reaches it. Stage 1 gets to market value faster and gives loading a clear state.

CURRENT · 01splash

CURRENT · 02loading

PROPOSED · 01splash that preloads

8:37

Delta. Exchange

Fetching live prices · 0.4s

Warming up your marketslive

BTCUSD$61,890 · +0.35%

ETHUSD$1,730 · +1.72%

✓Registered · FIU, Govt. of India

PROPOSED · 02skeleton loading

8:37

Account setupresumes where you left

BTCUSD$62,287.5▲ 1.04%

ETHUSD$1,741.70▲ 2.57%

>2sSlow network. Retry

SHIP NOWWAIT STATE

01-02 · Use one loading system

The capture shows a splash loader, then a second black loading screen. The proposal uses the splash for boot, then moves every later wait into the screen itself with skeletons, named status, and retry copy.

Use a simple budget: under 400ms show nothing, up to 2s show skeleton, past 2s explain the delay and offer retry.

BehaviorFirst price appears before the first tap.

CURRENT · 03logged-out home

PROPOSED · 03market-first home

8:07

Delta.

Watch a market first.
Sign up when it moves you.

India's regulated crypto F&O exchange · FIU registered

BTC ETH SOL Gold

BTCUSD Bitcoin Perpetual▲ 0.34%

$61,879.5

Get pinged when BTC moves 2%Set alert →

Create account

Browsing is free. KYC only when you fund.

⌂Home ◇Markets ⇄Trade ▥Charts ▣Portfolio

TESTMARKET FIRST

03 · The logged-out home sells one thing: a market you'll want to follow

The capture stacks Log In, Sign Up, utility icons, and a ₹500 banner before the user has a reason to care. The proposal puts a live market and one useful action first: set a price alert.

Keep the ₹500 offer secondary to the market hook.

BehaviorAlert-first signup creates a return trigger even if the user churns today.

CURRENT · 04markets

PROPOSED · 04leverage that explains itself

8:07

WatchlistFuturesOptionsRWA

All Metals US Stocks ✓ New-trader lens

ContractPrice / Vol · 24h

BTCUSD 200x ⓘ

Bitcoin Perpetual

$61,890

$886.46M

0.35%

What 200x means: ₹100 of margin controls ₹20,000 of BTC. A move of ~0.5% against you can liquidate the position.

Margin in 60sStart at 10x

ETHUSD 200x

Ethereum Perpetual

$1,730.95

$534.68M

1.72%

XAUTUSD 100x

Gold token Perpetual

$4,159.85

$268.71M

1.01%

MUSD 20x

MemeCore Perpetual

$1.498

$67.34M

-11.36%

⌂Home ◇Markets ⇄Trade ▥Charts ▣Portfolio

SHIP NOWRISK COPY

04 · Explain the 200x chip at the tap

The markets list is dense and useful. The orange 200x chip is the part that needs context for a new trader. The proposal keeps the list, makes the chip tappable, and offers a safer default for new accounts.

A new-trader lens toggle keeps this scaffolding out of the way of pros: on by default for accounts under 7 days old, one tap to dismiss forever.

BehaviorRisk explanation appears when the user taps the chip.

STAGE 2 · CREATE · SCREENS 05-07

Sixty seconds of momentum

Account creation is fast. The next screens need to keep that momentum: show the next KYC step, make OTP entry visible, and use one notification pattern.

CURRENT · 05account created

PROPOSED · 05setup ladder

8:30

✓

Account created

Each step opens something useful. Total ≈ 3 min.

✓Browse every marketready

1Phone · 30senables price alerts

2Aadhaar + PAN · 90senables deposits

3Selfie · 30senables trading

4Fund with UPI · 2 min₹500 credit lands here

Start with phone · 30s

Close anytime. Setup resumes here.

SHIP NOWSETUP MODEL

05 · Turn requirements into a setup ladder

The capture celebrates account creation, then shows a flat list of Aadhaar, PAN, selfie, and phone. The proposal makes the order clear and ties each step to what it makes available.

Use this setup component on home, KYC, notifications, and portfolio so the user sees one source of truth.

BehaviorLater preserves progress and resumes from the same card.

CURRENT · 06phone OTP

Current OTP screen with invisible fields

PROPOSED · 06zero-tap OTP

8:36

Phone verification×

Enter the 6-digit code sent to •••••• 2552 · Edit

4 2 7

Reading from Messages

Resend in 0:24WhatsApp · Voice call

✓Use your Aadhaar-linked number. It helps the next step.

123 456 789 0⌫

SHIP NOWOTP STATE

06 · Make OTP entry visible

In the capture, most OTP boxes blend into the background and the disabled button is the heaviest element. The proposal makes the fields visible at rest, supports Messages autofill, and submits after the sixth digit.

Recovery options should appear before the user needs to hunt for them.

BehaviorMedian OTP completion drops to SMS-delivery time; zero decision points.

CURRENT · 07notification

PROPOSED · 07status + next action

8:37

‹Notifications

All 1 Account Markets News

✓Phone verified52s ago

Next: Aadhaar + PAN · ~90s · enables deposits

Continue setup

Yesterday

▲

BTC moved +2.1%

$61,890 · tap for chart

◆

Welcome to Delta

Your ₹500 credit is reserved

Next: Continue setup

SHIP NOWSETUP MODEL

07 · Give notifications state and next action

The captured card says “Congratulations,” asks the user to complete KYC, then uses a fourth verb: “Initiate KYC.” The proposal uses the same pattern for every notification: state, progress, next action.

Price alerts and account notices can share that pattern.

BehaviorDeep-link lands on the current rung, never the top of the KYC flow.

STAGE 3 · VERIFY · SCREENS 08-15

KYC and its handoffs

Eight captures sit inside verification. This is where Delta asks for documents, moves into DigiLocker and HyperVerge, then asks the user to wait. The redesign makes each handoff clear and recoverable.

CURRENT · 08“Verify Now”

CURRENT · 09same screen, “Get Verified”

PROPOSED · 08-09setup hub

8:30

‹Account setup

Individual Non-Individual

Verify with DigiLocker

One consent covers Aadhaar + PAN

⏱ ~90 seconds·No document photos·Govt. locker

Continue with Aadhaar + PAN

Delta receives verified fields only.

✓Phone verificationDone

2Aadhaar + PAN via DigiLockerUp next

3Selfie check · 30sLater

No DigiLocker? Upload documents (~24h review)

Your place is saved automatically. Close anytime.

SHIP NOWSETUP MODEL

08-09 · Make KYC one screen with one verb

Captured six minutes apart, the same screen says Verify Now and Get Verified, and spells Aadhaar as “Aadhar.” The proposed hub makes DigiLocker the main path, manual upload the fallback, and the step list the live state.

The user sees what is done, what is next, and what each step makes available.

BehaviorOne verb (“Continue”) from every entry point; state memory kills restart anxiety.

CURRENT · 10entity KYC

PROPOSED · 10company checklist

8:36

‹Account setup

Individual Non-Individual

iReviewed by Excelium Tech, Delta Exchange's compliance operations partner. Why a partner?

Company checklist · 0 of 6 ready

Company PAN + incorporation certificate

CIN + date of incorporation

Registered office + principal place

Authorised signatory + entity mobile

PEP / RPEP declaration for all signatories

Board resolution, if account type needs it

Generate pre-filled email

Sent → In review → Approved · 48h SLA, tracked here

NEEDS LEGAL COPYENTITY COPY

10 · Move entity KYC into a checklist

The capture asks entity users to email sensitive documents to compliance.delta@exceliumtech.com with no explanation of the domain. The proposal keeps the email path but moves the work into a checklist and explains who reviews it.

Legal should approve the exact Excelium line before this ships.

BehaviorChecklist state survives sessions; the 48h wait has a place to point at.

CURRENT · 11DigiLocker consent

PROPOSED · 11a branded, scoped bridge

8:31

Delta → DigiLocker → back to Delta

Step 2 of 3 · your documents stay in the govt. locker

DigiLocker

Government of India document wallet

Delta Exchange requests two documents, once:

✓Aadhaar card (XX1345)required

✓PAN record (XXS7399M)required

Driving licence skipped

You share verified fields: name, DOB, address, PAN number.

Allow 2 documents

Deny

PARTNER INTEGRATIONDIGILOCKER SCOPE

11 · Scope the consent, brand the bridge

The captured webview pre-selects three documents, including a driving licence, then asks users to deselect one. The proposal requests Aadhaar and PAN only and explains what fields transfer.

Keep the Delta bridge visible so users know they will return to the app.

BehaviorConsent matches necessity; the amber “fix your selection” warning becomes obsolete.

CURRENT · 12DigiLocker processing

PROPOSED · 12narrated fetch

8:32

Returning to Delta automatically

Step 2 of 3 · about 20 seconds left

DigiLocker

✓Connected to DigiLocker0:02

✓Aadhaar fields received0:09

Fetching PAN record…now

Matching details with your account

You can lock your phone. We will notify you.

PARTNER INTEGRATIONWAIT STATE

12 · Name each DigiLocker processing step

The capture is a grey overlay with a vague wait message. The proposal names each verification step and keeps the Delta return path visible.

Named steps make failures easier to recover from.

BehaviorNamed steps make support and retry clearer.

CURRENT · 13selfie instruction

Current selfie instruction with contradictory illustration

PROPOSED · 13camera opens directly

8:33

Selfie check · last step, ~30s×

✓ Good light ✓ Face centred ✕ Remove glasses

Live guidance

Captures by itself once every check is green.

Secured by HyperVerge · checks run on device first

SHIP NOWCAMERA STATE

13 · Put selfie guidance in the camera

The captured page tells users to remove spectacles and mask while its illustration wears both. The proposal moves instruction into the camera state and shows the fix when the user needs it.

One fewer screen, one fewer drop-off point.

BehaviorInstruction appears at the moment of error.

CURRENT · 14selfie capture

PROPOSED · 14auto-capture + instant retry

8:34

Hold still…×

capturing · 2

✓ Light ✓ Centred ✓ No glasses

If a check fails

!Too dark. Face a window.Retry now

Retry here. No restart.

VENDOR CONFIGCAMERA STATE

14 · Make selfie capture automatic and retry specific

The captured camera shows a face in a red ring with no explanation of what red means or how to fix it. The proposal gives the ring meaning, captures when checks pass, and returns a named retry reason when they fail.

If HyperVerge supports these states, this can be configuration-led.

BehaviorZero decisions during capture; retries stay inside the camera.

CURRENT · 15verifying

PROPOSED · 15verification status

1:49

2:40

Verifying your documents

Aadhaar ✓ · PAN ✓ · Selfie checking

While you wait

◇Build a watchlistBTC and ETH added. Pick 3 more.

▲Set a price alertBTC ±2%, 10 seconds

⏱Leverage in 60s3 cards · earn your 20x cap

₹Paper-trade ₹10LPractice money, live prices

BTCUSD

your first watch

$62,540.0

▲ 1.24%

Leave anytime. We will notify you.

Verifying · 2:40

TESTWAIT STATE

15 · Give the verification wait status and useful exits

The capture is a spinner after the user has completed verification steps. The proposal shows document status and offers optional actions that fit the wait: watchlist, alert, primer, paper trade.

Test this. Useful exits can help, but they can also distract from funding.

BehaviorOptional tasks should support the next funding step.

STAGE 4 · FUND · SCREENS 16-18

From approved to funded

After KYC approval, the next job is funding. The current screens split bank, deposit, banner, and portfolio states. The proposal makes funding the main action and tells empty accounts the truth.

CURRENT · 16post-KYC home

Current post-KYC home with Add Bank step

PROPOSED · 16fund with UPI, one step

1:50

⌕ ETHFIUSD

✓

KYC approved

One step left: fund the account

₹1,000 ₹5,000 ₹10,000

Fund with UPI · ~2 min

Any UPI app · account verified from your KYC name.
₹500 credit + ₹250 fee voucher apply on this deposit.

Prefer bank transfer?

IMPS / NEFT details

Show →

BTCUSD$62,540.0▲ 1.24%

ETHUSD$1,759.65▲ 2.38%

⌂Home ◇Markets ⇄Trade ▥Charts ▣Portfolio

TESTFUNDING STATE

16 · Make funding the next action

The capture asks a newly approved user to add a bank account before deposit. If UPI can combine bank verification and deposit, make Fund with UPI the primary action. Keep bank transfer available for larger inflows.

The credit and voucher belong on the funding screen because that is where they change the decision.

BehaviorAfter approval, the main button is funding. No form first.

CURRENT · 17home, mid-KYC

Current home with stepper, banner and carousel all about KYC

PROPOSED · 17one voice per surface

8:37

⌕ XPLUSD

Account setup · 2 of 5

~2 min left

Next: Aadhaar + PAN via DigiLocker · enables deposits

Continue · 90 seconds

Silver at flat 0.01%

SLVon perpetual. New listing.

View →

BTCUSD$62,287.5▲ 1.04%

ETHUSD$1,741.70▲ 2.57%

Advancers 162 · Decliners 26

Market note: BTC volume is up 12% today. Add funds to trade when ready.

⌂Home ◇Markets ⇄Trade ▥Charts ▣Portfolio

SHIP NOWSETUP MODEL

17 · Put setup in one home card

In the capture, the stepper says Complete KYC, the carousel repeats KYC with a ₹250 reward, and the notification uses Initiate KYC. The proposal gives home one setup card.

Promos stay in market space. Setup owns setup.

BehaviorOne accountable CTA per state; promo inventory returns to revenue content.

CURRENT · 18portfolio

PROPOSED · 18empty portfolio

8:37

MainCross ˅Portfolio

BalancesPositionsOrdersStop Orders

Account valuePnL Analytics

₹0.00 $0.00

New account. Nothing to hide yet. Masking turns on with your first deposit.

Add funds with UPI

Withdrawavailable after first deposit

Your first trade, three taps away

✓KYC approved

2Fund with UPI. ₹500 credit waiting2 min

3First trade with your ₹250 voucher

₹INR wallet

₹0.00

UPI ready

Conversion rate: 1 USD = ₹85

⌂Home ◇Markets ⇄Trade ▥Charts ▣Portfolio

TEST · NEW ACCOUNTS ONLYPORTFOLIO STATE

18 · Show ₹0 and make Add funds primary

The captured portfolio hides ₹0 behind asterisks and offers Withdraw. For a new empty account, show ₹0 and make Add funds primary.

Masking turns on after the first deposit and the standard portfolio returns.

BehaviorState-aware UI: the same tab means different things at ₹0 and ₹50,000.

STAGE 5 · TRADE · SCREEN 19

First contract, safely

The last capture is the moment onboarding actually ends: a margin-mode decision that assumes the user already knows what margin is. The risk work from screens 04 and 15 pays off here.

CURRENT · 19margin mode

PROPOSED · 19margin in plain language

8:37

Margin mode×

Account: MainAvailable margin: ₹5,000

Isolated RECOMMENDED✓

one loss stays in its box

Each trade risks only its own margin. A bad position closes alone. It cannot drain your account.

Cross

all trades share one pool

Positions share your whole balance. Wins offset losses. One bad trade can pull from everything.

PortfolioQUIZ OR 30 DAYS

BTC & ETH only, with offsets between positions. Built for experienced hedgers.

Keep Isolated

Change anytime·Margin in 60s →

PRODUCT POLICYRISK DEFAULT

19 · A risk decision gets a recommendation, a picture, and an exit

The captured sheet describes Cross, Isolated, and Portfolio with feature checklists and has Cross selected. The proposal recommends Isolated for a new account, explains the tradeoff in plain language, and leaves advanced modes available.

This protects first trades without changing what experienced traders can do.

BehaviorDefault protects the first trade; advanced modes stay available.

SHIPPING ORDER

Ship by risk

Start with copy and configuration. Build the shared setup component next. Test the funding, verification-wait, and risk-default changes once the events are in place.

PHASE 01 · THIS SPRINT

Config, copy, contrast

One verb everywhere: Continue setup (08-09)
Visible OTP fields, auto-read, auto-submit (06)
Selfie guidance in the camera via HyperVerge config (13-14)
Scope DigiLocker consent to Aadhaar + PAN (11)
Loading budget: skeletons replace both loaders (01-02)
Notification grammar + Aadhaar spelling pass (07)

PHASE 02 · CONFIRM & BUILD

One legal line, one payments change

Legal copy for the Excelium relationship; entity checklist ships behind it (10)
Fund with UPI where UPI can handle bank verification and deposit (16)
Setup object as a real component across home, KYC, notifications, portfolio (17)
Narrated DigiLocker fetch (12)
Instrument every substep: OTP → DigiLocker → selfie → approval, with timestamps

PHASE 03 · EXPERIMENT

The branches that need data

Verification wait test: watchlist, alert, primer, paper trade (15)
Honest ₹0 portfolio, new accounts only (18)
Market-first logged-out home with alert hook (03)
Isolated-by-default + earned leverage caps (19), new-trader lens (04)
Setup ladder framing of KYC steps (05)