A novel approach to investment and wealth management, in India

Wealth 360 One

Wealth 360 One is a first of its kind platform that caters to the mid-market segment of investors in India, by offering uniquely different personalised solutions that address their diverse financial needs.

Brief

Wealth 360 One was imagined as a platform that would serve the modern Indian investor’s diverse financial needs, in line with the brand’s vision of offering a 360 degree approach to providing financial products and services that would help this segment of investor preserve, manage and proliferate their wealth.

Thus, the objective of this project was to design a platform that would:

Offer a uniquely personalised experience curated around each investor’s unique investment profile and set of preferences.
Serve as a consolidated database allowing investors to puttheir money into different types of securities, without the feel of a conventional marketplace.
Offer flexible ways of going about their investment journey, each of which would offer different degrees of assistance.
Provide an overview of holdings and assets from other sources, thereby addressing an investor’s wealth management needs, too.

Role

User Research

Interviewing key stakeholders and conducting secondary research to gather insights.

Product Strategy

Defining the product roadmap and a plan for how to support the business strategy.

UX Design

Collating all business and user insights to crate a harmonious user experience for the product.

Branding & Visual Design

Using brand guidelines to create system of components, patterns, and styles for the product.

Project Management

Co-ordinating all product and project related activities between various collaborator.

Usability Testing

Testing features and functions of the product in real time, to achieve best possible outcomes.

Challenges & Constraints

The scale of the project, the enormity of expectations hinging of Lollypop and the number of collaborators involved, made this one of the most challenging projects to have ever been undertaken. Broadly speaking, these can be classified into 3 categories

Co-ordination

Managing the project through our own PM team, with the assigned PMO was tougher than initially expected

Collaboration

Syncing up with a financial consultant (with a very different work style) made us step outside our comfort zone

Scope & Timelines

16 weeks to execute a revolutionary new approach for mobile + web really tested the limits of our endurance

Discovery

As part of our discovery process, the team facilitated a series of workshops between various stakeholders involved in the project, to develop a broad understanding of the client’s vision and objectives, as well as glean some understanding from the extensive market research that had been conducted by the product consultant.

The diagram shown below illustrates the goal and outcome of the various workshops that had been conducted

Identifying Key Journeys

Identifying key customer journeys as a part of the Phase 1 MVP, and the personas being catered to.

Workflow Mapping

Understanding interdependencies, potential features and the level of complexity of each module.

Design Directions

Printing our designs on standees to foster better interactions and ideation with the client

We explored different visual and conceptual themes to help identify a suitable design direction

Approach

A revolutionary idea of having a single language streaming platform. An opportunity to increase user base and subscriptions by:

Advanced Personalisation

Creating a solution that responds to different investor needs by using algorithmic induced information to offer a unique selection of products, based on individual investor data.

Premiumness

As the platform wasn’t built to cater to the mass market, we decided on an approach that created a premium look and feel, and which didn’t make the platform seem like a mart.

Adaptability

We worked on a novel new concept that uses different approaches to investing, with varying degrees of assistance and content availability

Intuitiveness

Creating an assistive experience that ensures the platform has a low learning curve so users can jump straight into it, with minimal training.

DEFINE

Our primary focus was to design an investment platform for the mid-market segment of high income investors (INR 50L – INR 10Cr of investable wealth) that’s distinctly different from what’s currently available, flexible enough to respond to different investor requirements and would serve as a comprehensive platform that would allow them to invest in a wide variety of securities under one roof.

Problem statements were defined to create action points that could be solved using design interventions, through our understanding of user personas, journey maps, affinity platform analyses, information architecture, and user flows. Taking into account all of these factors, our goal was to provide a seamless viewing and browsing experience to an audience with varying levels of technology knowledge.

We identified 3 personas that the platform would ideally cater to.

Personas were identified in collaboration with BCG, and on the basis of distinct characteristics that differentiated investors by behaviour and investment style. The persona profiles are age-agnostic.

“

Fill it, Shut it, Forget it!

A passive investor that relies on building a long term relationship with their wealth manager.

MEDICAL DIRECTOR, 58

“

Slow and Steady wins the race!

A moderately active and practical investor that’s goal oriented and in it for the long haul.

SENIOR PARTNER, 46

“

Suno Sabki, Karo Apni!

An active, experienced investor with a high degree of confidence from past successes.

ANGEL INVESTOR, 33

Wireframes for Mobile & Web

TYPOGRAPHY

We chose Proxima Nova for simple, clear and bold letters. Our team focused on the proportions, the spacing, the overall look and feel. It didn’t have a lot of fussy details or mannerisms. The open, circular forms gave it a “friendly” appearance, especially in the lowercase.

We used Noto Sans for local languages to enhance engagement in the states of Andhra Pradesh and Telangana. Noto is a multilingual font designed as an intermediate style between the modern and traditional. User’s can switch display language between Tamil and Telugu in seconds.

Typography

Space Grotesk

Aa Light

Aa Regular

Aa Medium

Aa Bold

HK Grotesk

Aa Light

Aa Regular

Aa Medium

Aa Bold

Web

The typography below is defined for use in Web designs only.

Text type Font & Weight Size (px) Line height Letter spacing

Heading 1 Space Grotesk Bold 42px 46px 0px

Heading 2 Space Grotesk Bold 36px 40px 0px

Heading 3 Space Grotesk Bold 32px 36px 0px

Sub header 1 Space Grotesk Bold 24px 28px 0px

Sub header 2 Space Grotesk Semi bold 20px 24px 0px

Sub header 3 Space Grotesk Semi bold 16px 20px 0px

Paragraph 1 HK Grotesk Medium 16px 20px 0px

Paragraph 2 HK Grotesk Regular 14px 18px 0px

Paragraph 3 HK Grotesk Regular 12px 16px 0px

Mobile

The typography below is defined for use in Mobile designs only.

Text type Font & Weight Size (px) Line height Letter spacing

Heading 1 Space Grotesk Bold 32px 36px 0px

Heading 2 Space Grotesk Bold 28px 32px 0px

Heading 3 Space Grotesk Bold 24px 28px 0px

Sub header 1 Space Grotesk Semi bold 20px 24px 0px

Sub header 2 Space Grotesk Semi bold 18px 22px 0px

Sub header 3 Space Grotesk Semi bold 16px 20px 0px

Paragraph 1 HK Grotesk Medium 16px 20px 0px

Paragraph 2 HK Grotesk Regular 14px 18px 0px

Paragraph 3 HK Grotesk Regular 12px 16px 0px

COLOURS

Aha wished to bring in a new-wave of orange in entertainment for the Telugu-speaking audience, across the world

Colors

Neutral

White

#FFFFFF

rgba(255, 255, 255, 1)

100

#E2E2E2

rgba(226, 226, 226, 1)

200

#BDBDBD

rgba(189, 189, 189, 1)

300

#9A9A9A

rgba(154, 154, 154, 1)

400

#828282

rgba(130, 130, 130, 1)

500

#4F4F4F

rgba(79, 79, 79, 1)

600

#333333

rgba(51, 51, 51, 1)

700

#1B1C1F

rgba(27, 28, 30, 1)

Primary - Wealth Orange

100

#FFE4D9

rgba(255, 228, 217, 1)

200

#FEC9B3

rgba(254, 201, 179, 1)

300

#FEAD8C

rgba(254, 173, 140, 1)

400

#FE9266

rgba(254, 146, 102, 1)

500

#FD7740

rgba(253, 119, 64, 1)

600

#B1532D

rgba(177, 83, 45, 1)

Secondary - Wealth Orange

100

#FFE4D9

rgba(255, 228, 217, 1)

200

#FEC9B3

rgba(254, 201, 179, 1)

300

#FEAD8C

rgba(254, 173, 140, 1)

400

#FE9266

rgba(254, 146, 102, 1)

500

#FBB03B

rgba(253, 119, 64, 1)

600

#B07B29

rgba(253, 119, 64, 1)

Secondary - Wealth Purple

100

#DED6FF

rgba(222, 214, 255, 1)

200

#BDADFF

rgba(189, 173, 255, 1)

300

#9C84FF

rgba(156, 132, 255, 1)

400

#7B5BFF

rgba(123, 91, 255, 1)

500

#FD7740

rgba(90, 50, 255, 1)

600

#3F23B3

rgba(63, 35, 179, 1)

Secondary - Wealth Pink

100

#FFD6DE

rgba(255, 214, 222, 1)

200

#FEADBD

rgba(254, 173, 189, 1)

300

#FE859B

rgba(254, 133, 155, 1)

400

#FD5C7A

rgba(253, 92, 122, 1)

500

#FD3359

rgba(253, 119, 64, 1)

600

#B1243E

rgba(177, 36, 62, 1)

India

USA

UAE

Vietnam

India

USA

UAE

Vietnam

Let's craft brilliance together!

A novel approach to investment and wealth management, in India

User Research

Product Strategy

UX Design

Branding & Visual Design

Project Management

Usability Testing

Challenges & Constraints

Co-ordination

Collaboration

Scope & Timelines

Discovery

Identifying Key Journeys

Workflow Mapping

Design Directions

We explored different visual and conceptual themes to help identify a suitable design direction

Advanced Personalisation

Premiumness

Adaptability

Intuitiveness

We identified 3 personas that the platform would ideally cater to.

Fill it, Shut it, Forget it!

Slow and Steady wins the race!

Suno Sabki, Karo Apni!

Wireframes for Mobile & Web

Typography

Web

Mobile

Colors

Neutral

Primary - Wealth Orange

Secondary - Wealth Orange

Secondary - Wealth Purple

Secondary - Wealth Pink

UI Screens

Web Screens

Mobile Screens

Let’s craft brilliance together!

India

USA

UAE

Vietnam