Nuvama
Investing in a unified wealth management kit - Turning wealth complexity into clarity.

Deliverables
Lead management module / Admin system / Task management system / Client 360
Year
2024 - 2025
Duration
6 Months
Overview
The Challenge
Wealth management platforms often drown investors in data. Nuvama wanted to change that—bringing The challenge? Make it
Our Approach
We flipped the focus from

The result?
A wealth platform that speaks the investor’s language, not just financial jargon.

We focused on ...
The new design
