PARIVASHUI/UX & Product DesignerFA
Case study · Fintech

A calmer way to invest.

Redesigning onboarding and portfolio decisions for first-time investors.

RoleProduct designer
Timeline14 weeks
ScopeResearch to launch
Product experience preview
The challenge

Trust was dropping at the moment it mattered most.

Users understood the value, but uncertainty in onboarding created hesitation and abandonment.

01

Make risk visible

Consequences are explained in context.

02

Reduce decision load

Choices are staged with clear guidance.

03

Prove progress

Users always know what happens next.

Results

A simpler journey with stronger confidence.

+32%Onboarding completion
−27%Support contacts
+18Trust score
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