Wealthverse

WealthVerse is positioned as an all-in-one wealth operating system: Learn, Invest/Trade, AI tools, planning, and creator/community investing. My task was to design the first end-to-end product experience (0→1) that makes these capabilities clear, discoverable, and trustworthy.

The Problem

WealthVerse has a wide scope (AI insights, marketplaces, automation, planning tools). The main risk for a superapp is feature invisibility: users don’t know where to start, can’t find core tools quickly, and hesitate to try high-trust actions like copying strategies without strong proof and safety cues.

The Goal

Make the product understandable in under 30 seconds (what it is + why it matters)
Make key actions reachable in 2–3 taps (invest, follow, rebalance, add funds)
Build trust in the verified marketplace (clear metrics, transparency, low-risk entry actions)

Responsibility

Defined information architecture and navigation model
Designed key flows (dashboard → invest → marketplace → strategy profile)
Built UI system patterns (cards, metrics, CTAs, filters)
Created high-fidelity mobile screens + landing page structure

User Research: Summary

I conducted early discovery through competitor/market review, stakeholder inputs, and rapid validation of key journeys (discover tools, evaluate strategies, take first action). The focus was reducing confusion while preserving power for advanced users.

User Research: Painpoint

01 “Where do I start?”

Users need a clear first action and a home that explains the platform without overwhelming them.

02 “I can’t find the tools.”

Advanced capabilities must be grouped logically and reachable quickly (not hidden behind unclear labels).

03 “Can I trust this strategy?”

Marketplace actions require proof: verified status, drawdown clarity, deployed capital, and an easy “follow updates” step before deploying.

Persona

Aarav Mehta

Aarav is a UK-based NRI professional who wants to grow wealth across India + US markets without juggling multiple apps. He invests regularly but feels overwhelmed by noisy news, unclear advice, and tax complexity. Aarav is looking for a platform that can recommend what to do next, automate good habits (SIPs, rebalancing, alerts), and keep his portfolio aligned to goals without requiring daily effort.

User Journey

Aarav Mehta

Goal : Start investing confidently (India & US), get clear answers and recommendations, set up SIPs/automation, and track goals with minimal effort

Sitemap

I structured navigation so daily actions stay simple (Dashboard / Invest / Save / Learn), while deeper tools live behind focused entry points (profile, risk, alerts, marketplace filters).

User Research: Painpoint

01 “Where do I start?”

Users need a clear first action and a home that explains the platform without overwhelming them.

02 “I can’t find the tools.”

Advanced capabilities must be grouped logically and reachable quickly (not hidden behind unclear labels).

03 “Can I trust this strategy?”

Marketplace actions require proof: verified status, drawdown clarity, deployed capital, and an easy “follow updates” step before deploying.

Mockups

High-fidelity UI mockups establish WealthVerse’s visual language clear hierarchy, modular card components, and prominent action buttons for investing, rebalancing, and executing strategies.

High-fidelity prototype

The hi-fi prototype demonstrates the end-to-end experience: onboarding, a dashboard with smart suggestions, risk profiling and rebalancing prompts, marketplace discovery, and detailed strategy pages.

Accessibility Considerations

01 Readability & hierarchy

Consistent spacing, clear typography, and scannable metric blocks.

02 Tap targets & navigation clarity

Large CTAs and predictable placement for primary actions.

03 Don’t rely on color alone

Risk/return and status cues use icons + text labels, not only color.

Takeaways

Impact

Designed an MVP-ready foundation that makes a complex wealth platform feel understandable and actionable.

What I learned

In fintech superapps, trust and discovery are product features: verified cues, transparent metrics, and safe entry actions matter as much as UI polish.

Next Steps

01 Add an “Explore” hub + global search

A single place to browse all capabilities and search tools/actions.

02 Strengthen marketplace trust panels

Add risk explanation, strategy “how it works,” and suitability nudges before deploying.