Maxiom Wealth
Maxiom Wealth is a SEBI-registered investment advisory firm offering transparent, data-driven wealth management solutions for investors seeking structured financial guidance.
Overview
Maxiom Wealth
Modernize the existing mobile and web app, simplify complex multi-journey flows (mutual funds, stocks, portfolio rebalancing, goal planning, advisory), incorporate targeted AI features, and craft a dark, premium aesthetic tailored for High-Net-Worth Individual (HNI) investors.
Key Challenges
Complex Wealth Workflows Meet Guided Simplicity
Challenges
- The product carried many complex flows. The app had to support mutual fund and stock investment, portfolio analysis, rebalancing, goals planning, and wealth management inside a single experience.
- The word "plan" created confusion across the product. Subscriptions, specialized funds, and goal settings all used overlapping plan language, making it difficult for users to distinguish distinct actions.
- AI had to be used in the right places. The team needed to determine where a conversational chatbot flow genuinely added value versus where a structured form or wizard was more appropriate.
Solutions
- Guided Task Mapping: We reduced complexity by mapping out the core journeys, separating decision points clearly, and structuring the interface around guided task flows.
- Clarified Taxonomy & Structure: We reorganized the product architecture so users could easily distinguish between subscription models, investment products, and goal-related actions.
- Focused AI via Omnimax Chat: We integrated AI as a dedicated utility layer for tedious advisory-style tasks while preserving structured forms where users needed direct, granular control.
Components
A Scalable Wealth-Management Design System
Dark premium interface foundations, Maxiom blue signature actions, responsive web/mobile patterns, action nudge cards, and Omnimax AI chat flows.
Key Improvements
From Dense Finance App To Guided Wealth Platform
Jewel & Spark:
Replaced manual RM call/top-up flows with a streamlined SIP-like recurring investment setup.
Smart Portfolio Allocation:
Single-tap action to attach an entire portfolio to all goals.
At a Glance:
Highlighting critical prompts and pending payments via nudge cards.
Omnimax Chat:
Integrated a conversational AI assistant for tedious advisory tasks, including goal setup, portfolio insights, and tailored financial advice.
Impact
A Faster, Clearer Experience For Wealth Investors
The redesign delivered a major step-change in flow efficiency, cutting steps across major journeys by 50%, enabling 1-touch goal attachments, and centralizing advisory assistance through Omnimax AI
Over 5 major flows achieved at least a 50% reduction in steps.
Enabled 1-touch portfolio-to-goal allocation.
Consolidated goal addition, advice, and portfolio insights into a single conversational AI interface.
Wrap-up
From Fragmented Investing to Guided Wealth Management
The Maxiom redesign was more than a fresh visual layer for a wealth-management app. It was a structured product transformation that made a complex financial ecosystem easier to navigate, faster to act on, and seamless across mobile and desktop.
By combining deep user mapping, flow simplification, a dark premium aesthetic, and selective AI integration, RPS delivered an intuitive wealth platform built for high-value investors
