Nivesh Track

Client: Nivesh Track · Industry: Fintech / Wealth · Category: UI/UX Design · Year: 2025

A personal investment dashboard for an Indian wealth-management app with goal-based planning.

Services: UI/UX Design, Data Visualization, Prototyping

The challenge

Nivesh Track showed users a wall of numbers with little context, leaving first-time investors unsure whether they were on track for their goals. Confusion drove high support volume and low feature adoption.

Our solution

We redesigned the dashboard around goal-based storytelling, using clear progress visuals and plain-language nudges instead of raw tables. Prototype testing with real investors validated each flow before development began.

Results

  • 54% — Task completion improvement
  • 2.5x — Goals set per user
  • -27% — Support queries
  • 4.7★ — App store rating