Designing a Modern Wealth-Tech Mobile Experience for Investors
How Aquarious is building Keemat Financial into a clean, trust-led investment app that simplifies SIPs, portfolio tracking, fund discovery, redemption, and wealth insights through a highly intuitive mobile-first experience.
Project Overview
Keemat Financial is being developed as a full-fledged financial mobile application focused on making investing more approachable, trackable, and engaging for everyday users. The product direction clearly shows a platform that helps users start their investment journey, discover funds, create SIPs, review holdings, analyze portfolio performance, redeem units, manage profile and bank information, and access guided wealth-building pathways from within one cohesive mobile ecosystem.
From the screenshots and flow design, the app is not being treated as a plain transaction utility. It is being shaped as a more complete wealth experience—balancing onboarding, trust-building, portfolio visibility, mutual fund discovery, financial actions, and user retention. This project reflects Aquarious’ ability to design financial products that feel lighter, clearer, and more intuitive without losing functional seriousness.
Client Request & Goals
Build a Simple Yet Powerful Retail Investing Experience
The core objective was to create an app that simplifies investing for regular users. The product needed to make core actions like starting SIPs, exploring funds, adding money, viewing returns, and redeeming investments feel understandable and low-friction rather than intimidating.
Create a Trust-Led Wealth Dashboard
Because this is a financial product, trust and clarity were critical. Users needed to instantly understand current value, invested amount, returns, portfolio allocation, active SIPs, and fund performance from the home and portfolio views without feeling overloaded.
Bring Multiple Investment Journeys into One Mobile Product
The app had to unify several different journeys into one experience, including fund discovery, SIP setup and tracking, portfolio overview, watchlist behavior, redemption flow, referral and profile management, service and support interactions.
Scalable & Secure Financial Infrastructure
The product direction emphasizes a secure, high-performance backend capable of handling sensitive financial data, multi-bank integrations, and real-time NAV updates to ensure a reliable investing environment.
The Main Challenges
Making Finance Feel Easy Without Oversimplifying It
Investment apps deal with sensitive user actions, financial terminology, and decision-heavy workflows. The challenge was to reduce friction and confusion while still preserving seriousness, transparency, and action clarity.
Designing for Different User Maturity Levels
The product had to work for first-time investors, SIP-focused users, active portfolio holders, and users reviewing detailed fund-level analytics. This meant the UX needed to scale from beginner-friendly exploration to deeper portfolio intelligence.
Balancing Rich Data with Mobile Clarity
Screens such as portfolio scan, fund performance, asset allocation, individual fund details, SIP status, and redemption carry dense financial information. The challenge was to organize this data without making the product feel cluttered or overwhelming.
Building Confidence Around Financial Actions
Flows like redeeming funds, checking portfolio allocation, reviewing current NAV, seeing locked/redeemable units, and tracking gains/losses required careful UX thinking so that every action felt reliable, deliberate, and user-safe.
Our Approaches
Mobile-First Wealth UX Architecture
Structuring clean investing journeys for smaller screens- Reducing user hesitation around financial actions
- Designing intuitive navigation across Home, Portfolio, Invest, and Learn
- Making the product feel accessible for both new and existing investors
- Aquarious approached Keemat Financial as a product-led mobile experience
Technology Stack
Strategic Highlights & Product Priorities
Structuring clean investing journeys optimized for smaller screens and mobile interactions.- Reducing user hesitation by simplifying complex financial workflows into intuitive steps.
- Ensuring seamless navigation across Home, Portfolio, Fund Discovery, and Profile management.