about
about
about
WealthWise – Smart Wealth Management for Everyone
WealthWise – Smart Wealth Management for Everyone
Managing money should be simple for everyone, but it feels overwhelming.
WealthWise is a mobile-first fintech app that helps people set financial goals, invest wisely, and track their progress with confidence.
Managing money should be simple for everyone, but it feels overwhelming. WealthWise is a mobile-first fintech app that helps people set financial goals, invest wisely, and track their progress with confidence.
Managing money should be simple for everyone, but it feels overwhelming.
WealthWise is a mobile-first fintech app that helps people set financial goals, invest wisely, and track their progress with confidence.
Product
FinTech, Investment, Mobile Application
My Role
Lead Designer - End to end design, working closely with
product managers and engineers
Product
FinTech, Investment, Mobile Application
My Role
Lead Designer - End to end design, working closely with product managers and engineers
Context
Context
Context
WealthWise is a solution to make wealth management easier for everyone.
With many people feeling overwhelmed by fragmented tools and complex financial jargon, the team envisioned a product that could simplify the journey of saving, investing, and planning for the future.
WealthWise is a solution to make wealth management easier for everyone. With many people feeling overwhelmed by fragmented tools and complex financial jargon, the team envisioned a product that could simplify the journey of saving, investing, and planning for the future.
WealthWise is a solution to make wealth management easier for everyone. With many people feeling overwhelmed by fragmented tools and complex financial jargon, the team envisioned a product that could simplify the journey of saving, investing, and planning for the future.
Branding & style guide
Branding & style guide
Branding & style guide
Solutions
Solutions
Solutions
Users want clarity on investments at a glance
Users want clarity on investments at a glance
Users want an instant snapshot of their financial health. Showing net worth, assets, liabilities, and growth trend upfront reduces complexity and builds trust.
Users want an instant snapshot of their financial health. Showing net worth, assets, liabilities, and growth trend upfront reduces complexity and builds trust.
Users want an instant snapshot of their financial health. Showing net worth, assets, liabilities, and growth trend upfront reduces complexity and builds trust.
Action shortcuts drive efficiency
Action shortcuts drive efficiency
The “Get Started” section provides clear, action-oriented entry points, reducing decision fatigue for new users. Featuring “Popular This Week” adds credibility and nudges users toward trusted investment choices.
The “Get Started” section provides clear, action-oriented entry points, reducing decision fatigue for new users. Featuring “Popular This Week” adds credibility and nudges users toward trusted investment choices.
The “Get Started” section provides clear, action-oriented entry points, reducing decision fatigue for new users. Featuring “Popular This Week” adds credibility and nudges users toward trusted investment choices.
Core Features: Invest, Track & Achieve
Core Features: Invest, Track & Achieve
WealthWise simplifies financial management by breaking it into three core flows — Invest, where users see clear options with risk and minimums upfront; Portfolio, offering a consolidated snapshot of net worth and active investments; and Goals, turning aspirations into trackable milestones with progress indicators and SIP contributions.
WealthWise simplifies financial management by breaking it into three core flows — Invest, where users see clear options with risk and minimums upfront; Portfolio, offering a consolidated snapshot of net worth and active investments; and Goals, turning aspirations into trackable milestones with progress indicators and SIP contributions.
WealthWise simplifies financial management by breaking it into three core flows — Invest, where users see clear options with risk and minimums upfront; Portfolio, offering a consolidated snapshot of net worth and active investments; and Goals, turning aspirations into trackable milestones with progress indicators and SIP contributions.
Explore & Invest
Explore & Invest
WealthWise simplifies discovery and action by combining fund exploration with guided investment flows. Users can browse funds with clear risk labels, minimums, and trending insights, then seamlessly start an SIP through a step-by-step process. Transparent details, projected returns, and auto-increase options give users confidence, making investment decisions both informed and personalized.
WealthWise simplifies discovery and action by combining fund exploration with guided investment flows. Users can browse funds with clear risk labels, minimums, and trending insights, then seamlessly start an SIP through a step-by-step process. Transparent details, projected returns, and auto-increase options give users confidence, making investment decisions both informed and personalized.
WealthWise simplifies discovery and action by combining fund exploration with guided investment flows. Users can browse funds with clear risk labels, minimums, and trending insights, then seamlessly start an SIP through a step-by-step process. Transparent details, projected returns, and auto-increase options give users confidence, making investment decisions both informed and personalized.
Goal Creation Flow
Goal Creation Flow
WealthWise breaks down the complexity of financial planning into a guided four-step journey. Users can select predefined or custom goals, personalize target amounts and timelines, and receive tailored SIP recommendations with risk indicators. Clear projections and expected returns make abstract dreams feel tangible and achievable, reducing decision fatigue and boosting confidence.
WealthWise breaks down the complexity of financial planning into a guided four-step journey. Users can select predefined or custom goals, personalize target amounts and timelines, and receive tailored SIP recommendations with risk indicators. Clear projections and expected returns make abstract dreams feel tangible and achievable, reducing decision fatigue and boosting confidence.
WealthWise breaks down the complexity of financial planning into a guided four-step journey. Users can select predefined or custom goals, personalize target amounts and timelines, and receive tailored SIP recommendations with risk indicators. Clear projections and expected returns make abstract dreams feel tangible and achievable, reducing decision fatigue and boosting confidence.
Prototype and Final Outcome
Prototype and Final Outcome
Prototype and Final Outcome
This concept enabled more users to set financial goals in the usability testing, improved first-time SIP completion, and gave 30% of the users more confidence in tracking their portfolio through these clear guided flows.
This concept enabled more users to set financial goals in the usability testing, improved first-time SIP completion, and gave 30% of the users more confidence in tracking their portfolio through these clear guided flows.