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Project Focus
Mobile App + BFSI

Designing a Mobile Journey for Premium & HNI Investors

Project Focus
Mobile App + BFSI

The Collaboration

Industry
Consumer | UX Research
BFSI
Platform
Services
UX Design | UX Research | Visual Design
Award
Website/App

Problem Definition

How can we create a premium investing experience catering to HNI's in India?

The process we followed

01
Discovery Workshop  & Research
02
Key Page  Wireframes
03
Visual Exploration
04
Secondary Page Wireframes + Watch faces
05
Visual Designs
06
Prototyping
07
Design System & Handover
  1. Discovery Workshop & Research
  2. Key Flow Wireframes
  3. Secondary Page Wireframes
  4. Visual Designs
  5. Prototyping
  6. Design System

Opportunities discovered

01
Product Differentiation

Having various products, catering to various diverse TG's, InvestRight had to be a visual anchor for the HNI segment, exuding a premium feel in every screen & interaction.

02
Investments Summary

In the landing page, the user was to get an overall feel of their portfolio's performance, giving actionable insights through an at-a-glance interaction system.

03
Visualising Diverse Portfolios

Since most of the HNI's we spoke with had diverse portfolios ranging from domestic and international stocks, bonds, ETF's and more, the platform had to be scalable enough to allow users to visualise the depth of their portfolio in detail.

04
Seamless Onboarding

We anticipated that most of the customers would not be first-time investors, hence, providing relevant information at the time of onboarding, rather than a beginner centric tutorial was considered and executed

04
Crafting a guided learning journey

Designing a structured pathway that seamlessly guides users through their investment education journey, ensuring clarity and coherence in their learning experience.

04
Crafting a guided learning journey

Designing a structured pathway that seamlessly guides users through their investment education journey, ensuring clarity and coherence in their learning experience.

04
Crafting a guided learning journey

Designing a structured pathway that seamlessly guides users through their investment education journey, ensuring clarity and coherence in their learning experience.

04
Crafting a guided learning journey

Designing a structured pathway that seamlessly guides users through their investment education journey, ensuring clarity and coherence in their learning experience.

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Our CLIENTS
ARE SAYING...

“Onething’s ability to deliver exceptional results under pressure is commendable. The elite, uber premium language that was incorporated into the design was an instant hit with our team, and perfectly encapsulates the luxury & sophistication we aim to portray. I look forward to seeing more of their innovative work in the future.”

Richa Mendiratta
SVP, Head of User Experience and Innovation, HDFC Securities

Let’s Collaborate to turn your vision into reality!