Professional portfolio management starts at ₹50 lakh in India. I designed a fintech product that brings goal-based financial planning to the people who actually need it.
Role
Founding Designer & PM
Model
Goal-based Advisory
Domain
Wealth Management
Status
Pre-launch (Beta)
Context
The Problem
In India, portfolio managers and wealth advisors only work with clients who maintain at least ₹50 lakh. Everyone else, including well-paid professionals in Tier 1 and Tier 2 cities, is left figuring it out alone. Most end up copying someone's portfolio from Twitter or Reddit with no sense of when to rebalance, when to exit, or how any of it connects to what they actually want the money for.
Qwark is a subscription-based fintech platform that provides goal-based financial planning for this underserved segment. Instead of managing abstract portfolios, users create "journeys" tied to real goals: a house, a wedding, their kid's education. We advise on allocation, sector selection, and rebalancing based on their risk profile and timeline. The subscription model replaces the traditional AUM percentage, making proper advisory accessible without a ₹50 lakh gate.
Product
What We Built
Onboarding
Welcome
KYC via PAN
Account Aggregation
Select Banks
Consent Flow
Goal Journeys
Target Calculation
Journey Overview
Portfolio
Dashboard
Cashflow
My Role
What I Did
I was the only designer on a 4-person team, which meant I did everything from user research and branding to writing PRDs and negotiating vendor pricing for KYC and Account Aggregator integrations. I ran 50+ user interviews, designed every screen in the app, built a design system on top of Material Design 3, open-sourced a Figma plugin for developer handoff, and tested the product with 22 real users before launch.
I mapped every user flow as a multi-lane diagram connecting user actions to frontend screens, backend states, API calls, and analytics events. On a 4-person team, everyone needed to see how their piece connected to the user's experience. The dev could trace which API fires when, the CEO could follow the business logic, and I could spot where we needed tracking.
Deep Dives
My Work at Qwark
Each area of work has its own detailed case study. Pick what interests you.
People are cautious with new financial products, especially when real money is on the line. Every design decision had to earn credibility through clear language, transparent processes, and honest complexity.
Build tools when the pain is real
The Variable Mode Injector plugin started as frustration with an actual workflow problem. Building for real pain, not hypothetical use cases, makes better tools.
Doing PM work made me a better designer
Negotiating with vendors, reading API docs, and writing PRDs taught me to think past the screen. Understanding business and technical constraints changed how I approach design problems.
Want the Full Story?
Each section above goes deeper into a specific area of the work. Or check out the open-source plugin I built, or explore the production Figma file.
