360.One (IIFL) by Neeraj Shembavanekar360.One (IIFL) by Neeraj Shembavanekar

360.One (IIFL)

Neeraj Shembavanekar

Mobile Designer

UX Designer

Web Developer

Figma

Wealth 360 One is a first-of-its-kind platform that caters to the mid-market segment of investors in India, by offering uniquely different personalised solutions that address their diverse financial needs.

OVERVIEW

Wealth 360 One was imagined as a platform that would serve the modern Indian investor’s diverse financial needs, in line with the brand’s vision of offering a 360-degree approach to providing financial products and services that would help this segment of investors preserve, manage and proliferate their wealth.

The scale of the project, the enormity of expectations hinging on Lollypop and the number of collaborators involved, made this one of the most challenging projects to have ever been undertaken. Broadly speaking, these can be classified into 3 categories.

Discovery

As part of our discovery process, the team facilitated a series of workshops between various stakeholders involved in the project, to develop a broad understanding of the client’s vision and objectives, as well as glean some understanding from the extensive market research that had been conducted by the product consultants.

The diagram shown below illustrates the goal and outcome of the various workshops that had been conducted.

We explored different visual and conceptual themes to help identify a suitable design direction.

We identified 3 personas that the platform would ideally cater to.

Our primary focus was

To Design an Investment Platform for the Midmarket Segment of HNI's

(INR 50L - 10Cr of investable wealth)

That's distinctly different from what's available, flexible enough to respond to different investment requirements and would serve as a comprehensive platform that would allow them to invest in a wide variety of securities under one roof.