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.
About
Keemat Financial
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.
The Challenge.
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.
Client Request & Goals
Simple Retail Investing
Make core actions like starting SIPs, fund discovery, and redeeming investments feel low-friction and understandable.
Trust-Led Dashboard
Instantly convey current value, returns, and portfolio allocation from the home and portfolio views without overload.
Unified Mobile Journeys
Unify fund discovery, SIP setup, portfolio overview, and watchlist behavior into one cohesive mobile experience.
Streamlined Interactions
Simplify complex advisor interactions and KYC verification states for a smoother, faster onboarding process.
Our Approaches.
We are building a comprehensive wealth-tech solution that prioritizes clarity, trust, and ease of use for retail investors, ensuring every financial action feels secure and guided.
Team Composition
Product Strategists
UI/UX designers
Financial UX Researchers
Aquarious approached Keemat Financial as a product-led mobile experience. We focused on structuring clean investing journeys for smaller screens, reducing user hesitation, and designing intuitive navigation across Home, Portfolio, Invest, and Learn sections.
We designed the experience to present current portfolio value, invested amount, XIRR, and fund-level performance snapshots. This helped turn raw financial information into a more readable and action-oriented experience.
The app supports a full retail investment lifecycle: starting a journey, discovering funds, creating SIPs, analyzing holdings, redeeming investments, and accessing advisor details and support flows.
Our design direction includes advisor-linked visibility, KYC verification states, referral-led engagement, and educational 'Learn' pathways, creating a product experience that supports long-term usability.