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 trading, investing, research, and advisory into one seamless, easy-to-use kit.The challenge? Make it clear, actionable, and investor-first.

Our Approach

We flipped the focus from products to people.

  • Dashboards designed to tell the story of money at a glance.
  • Data simplified into insights investors can act on.
  • A digital identity that feels premium yet approachable.
Web page demo 1

The result?

A wealth platform that speaks the investor’s language, not just financial jargon. We Focused On…

  • Clarity in portfolios → Data made digestible.
  • Decisions, not confusion → Insights that drive action.
  • Trust at every step → Research and transparency built-in.
  • One journey, all screens → Consistent experience across web + app.

 

Web page demo 2

We focused on ...

The new design

  • Clarity in portfolios → Data made digestible.
  • Decisions, not confusion → Insights that drive action.
  • Trust at every step → Research and transparency built-in.
  • One journey, all screens → Consistent experience across web + app.
Web page demo 3

Creatives

Execution

  • A wealth cockpit that makes investors feel in control.
  • Dashboards that simplify, not overwhelm.
  • Smooth journeys, smoother tracking and the smoothest trades.
  • A design system balancing trust and agility.

Impact

  • Shifted Nuvama from product-first to investor-first.
  • Made wealth management feel simple, transparent, and empowering.
  • Built a scalable platform ready for every kind of investor.