Nova Wealth

Designing a frictionless, data-first wealth management experience.

RoleLead UI/UX Designer

Timeline2026

PlatformiOS & Android

IndustryFintech (Mutual Funds)

The User & The Problem

The Fragmented Investor

The modern investor often holds mutual funds scattered across various AMCs (Asset Management Companies) and registrars. Without a unified, consolidated view of their wealth linked to a single PAN, tracking performance becomes an exercise in frustration.

Cognitive Overload

A deep dive into existing fintech applications revealed a glaring issue: they function like sterile ledgers. Users are bombarded with raw data rows, failing to receive a quick, understandable overview of their asset allocation or true portfolio performance. The core problem wasn't a lack of data, but a severe lack of synthesis.

Challenge 1: Establishing Trust During Onboarding

Because Nova Wealth requires fetching sensitive PAN data to aggregate portfolios, user transparency was critical. Initially, I considered placing a standard 'info' icon next to the "Why PAN?" prompt.

However, anticipating that this subtle affordance could be easily missed—and knowing that data privacy is a primary friction point—I pivoted the design before development. I transformed the entire explanatory text into a prominent, clickable component that triggers a bottom drawer. By utilizing a background blur, I forced user focus entirely onto the data explanation, successfully mitigating hesitation and building immediate trust before requesting sensitive input.

The Data-First Dashboard

Challenge 2: Escaping the Ledger

Competitor apps relied heavily on a "ledger format," burying overall performance metrics deep within the navigation. I solved this by elevating the holistic performance graph to the absolute forefront of the homepage, democratizing the most critical data instantly.

Visualizing Asset Allocation

To enhance glanceability, I introduced sector distribution visuals (asset allocation donuts) and mini spark-line graphs for individual mutual funds. This allows users to comprehend their diversification and fund-level momentum without needing to drill down.

Aesthetic Justification

The "Neon Matte Glass" UI was a deliberate, strategic choice. It provides a clean, modern aesthetic that sharply differentiates Nova Wealth from the sterile, utilitarian competitors, while the dark theme maintains a necessary sense of premium financial security.

Generative Research & Validation

Competitor Audits

Rather than relying on post-launch metrics, the foundation of Nova Wealth was validated entirely during the generative research phase. I conducted rigorous usability testing and heuristic analysis on leading competitor applications, specifically ZeroDha Coin and Dezerv.

The Insights

The pain points discovered during this competitor testing—specifically the hidden performance stats and confusing, heavy ledger layouts—directly validated the necessity for Nova Wealth’s redesigned, data-first homepage. By proving the competitors' failure to synthesize data, I secured stakeholder buy-in to prioritize our visual, graph-heavy dashboard approach.

Resolution & Outcomes

Translating Requirements into Reality

The Nova Wealth project is currently in active development. The true success of this phase was achieving complete stakeholder alignment by successfully translating a highly complex Business Requirement Document (BRD) into an intuitive, scalable, and modern prototype.

By keeping the product strictly focused on the Mutual Fund and SIP domain—intentionally excluding the noise of broader stock market data—I delivered a "single pane of glass" that met the core objective: a unified, trustworthy, and heavily synthesized wealth dashboard.