Simplifying private wealth management through clear strategy & thoughtful design

Project Focus

Website + Mobile

The Collaboration

Motilal Oswal Private Wealth Management is a distinguished division within Motilal Oswal Financial Services Limited, a diversified Indian financial services firm established in 1987. They sought to create a cohesive, persona-based platform tailored for two key user groups — High Net Worth Individuals (HNWIs) and their relationship managers.

The solution we delivered is a unified, persona-driven platform where the experience remains consistent, but the information adapts to each user’s perspective. This empowers both clients and relationship managers to navigate complex wealth journeys with unparalleled clarity and collaboration.

Industry

BFSI

Platform

Services

UX Design I UI Design I Visual Design

Award

Text Link

Website/App

Link

Problem Definition

How might we design a persona-based platform that unifies investment tracking, portfolio management, and personalized communication for High Net Worth Individuals and their relationship managers? The challenge was to deliver a unified experience that adapts to each persona. For clients, it meant clarity and control over diverse investments; for relationship managers, seamless insights and tools for stronger collaboration.

The process we followed

Discovery Workshop & Research
Visual Exploration
Wireframing
Visual Designs
Prototyping
Design System & Handover

Opportunities discovered

Clarity in Financial Visibility

Helping clients better interpret diverse investments without overwhelm, while enabling managers to view a consolidated and accurate financial picture in one place.

Confidence in Decision-Making

Empowering clients with tools that instill control and assurance in managing complex portfolios, while equipping managers to guide decisions with precise insights.

Seamless Collaboration

Reducing friction in communication by creating intuitive ways for clients and relationship managers to align on strategies and stay connected.

Personalized Financial Journeys

Delivering experiences tailored to each client’s goals, risk profiles, and preferences, while supporting managers with workflows that adapt to individual client needs.

Proactive & Aligned Engagement

Enabling managers to anticipate client needs, initiate timely conversations, and ensure portfolios remain consistent with predefined strategies, mandates, and compliance requirements.