Ventura Securities
Ventura Securities
Ventura Securities
Simplifying complex financial experiences through design
Simplifying complex financial experiences through design
Simplifying complex financial experiences through design
Industry
Industry
FinTech
FinTech
Timeline
Timeline
3 weeks
3 weeks
What Projects did I work on?
What Projects did I work on?
What Projects did I work on?
During my time at Ventura, I contributed to 7 projects. Here, I’ve highlighted the 4 major ones that reflect my core responsibilities.
During my time at Ventura, I contributed to 7 projects. Here, I’ve highlighted the 4 major ones that reflect my core responsibilities.
My Role
My Role
My role as a Product Design Intern was heavily focused on visuals, from creating engaging motion designs and animations to redesigning existing flows in line with Ventura’s new design system. I also worked on introducing new features aimed at enhancing user engagement and making the app more intuitive and visually appealing.
Interviews with students and teachers revealed a common challenge: navigation barriers hindering accessibility, making it difficult to find crucial academic resources efficiently.
After understanding the IPO process, I moved on to designing the UI with subtle UX tweaks to simplify navigation, enhance clarity, and make the experience more intuitive for users
Context
Context
Context
Ventura Securities is a full-service stock broking and financial services company offering equities, derivatives, commodities, mutual funds, IPOs, and wealth management, where I worked as a Product Design Intern, gaining interest and expertise as a Motion Designer:))
Ventura Securities is a full-service stock broking and financial services company offering equities, derivatives, commodities, mutual funds, IPOs, and wealth management, where I worked as a Product Design Intern, gaining interest and expertise as a Motion Designer:))
IPO Redesign
IPO Redesign
Understanding the Problem
Understanding the Problem
The existing IPO experience contained dense financial information, inconsistent visual hierarchy, and cluttered layouts that made navigation and decision-making overwhelming, especially for first-time or older investors.
The existing IPO experience contained dense financial information, inconsistent visual hierarchy, and cluttered layouts that made navigation and decision-making overwhelming, especially for first-time or older investors.
User Needs
User Needs
The user base ranged from 28 to nearly 70 years old, with a stronger skew toward older investors and long-term traders. Users needed:
The user base ranged from 28 to nearly 70 years old, with a stronger skew toward older investors and long-term traders. Users needed:
Better readability and accessibility
Better readability and accessibility
Simplified navigation
Simplified navigation
Clear prioritization of important financial info
Clear prioritization of important financial info
A trustworthy and visually structured interface
A trustworthy and visually structured interface
Business Needs
Business Needs
Ventura was simultaneously evolving its design system which aimed at improving consistency, scalability, and visual modernization across the app. The IPO revamp needed to align with this updated design language while also improving engagement and usability.
Process
Process
Understanding the IPO Ecosystem
Understanding the IPO Ecosystem
Started by understanding how IPOs work and how users evaluate, and apply for IPOs within the platform. This helped identify the level of clarity and trust required in the experience.
Started by understanding how IPOs work and how users evaluate, and apply for IPOs within the platform. This helped identify the level of clarity and trust required in the experience.
Auditing Existing Experience
Auditing Existing Experience
Reviewed the existing IPO flow to identify cluttered layouts, weak hierarchy, and usability gaps that made financial information difficult to scan and navigate.
Reviewed the existing IPO flow to identify cluttered layouts, weak hierarchy, and usability gaps that made financial information difficult to scan and navigate.
Competitive Analysis
Competitive Analysis
Analyzed platforms like Groww, Zerodha, and Upstox to study modern financial UI patterns, information structures, and IPO application experiences.
Analyzed platforms like Groww, Zerodha, and Upstox to study modern financial UI patterns, information structures, and IPO application experiences.
Defining UX Strategy
Defining UX Strategy
Focused on simplifying complex financial information, improving readability, reducing cognitive overload, and creating a more intuitive user flow aligned with Ventura’s updated design system.
Focused on simplifying complex financial information, improving readability, reducing cognitive overload, and creating a more intuitive user flow aligned with Ventura’s updated design system.
Information Architecture
Information Architecture
Restructured financial content into clearer sections by grouping related information and prioritizing key metrics, company details, and actions.
Restructured financial content into clearer sections by grouping related information and prioritizing key metrics, company details, and actions.
Research
Research
What I Needed to Understand
What I Needed to Understand
What I Needed to Understand
IPO Lifecycle
IPO Lifecycle
Financial Metrics
Financial Metrics
User Decision-Making
User Decision-Making
Application Flow
Application Flow
Investor Behavior
Investor Behavior
Structure the user journey
Structure the user journey
Prioritize important information
Prioritize important information
Improve clarity and trust
Improve clarity and trust
Reduce friction during investing
Reduce friction during investing
Design for confidenceDesign for confidence
Design for confidenceDesign for confidence
Existing Experience Audit
Interviews with students and teachers revealed a common challenge: navigation barriers hindering accessibility, making it difficult to find crucial academic resources efficiently.
After understanding the IPO process, I moved on to designing the UI with subtle UX tweaks to simplify navigation, enhance clarity, and make the experience more intuitive for users
Important Information Not Visible Upfront
Key IPO details such as company overview, financials, GMP, and subscription status are not visible directly on the main IPO cards. Users need to go inside an additional screen to access important stock-related information, increasing effort during exploration.
Additional Touchpoint to View Details
Poor Discoverability of the Info Button
Information Density & Weak Hierarchy
Important Information Not Visible Upfront
Key IPO details such as company overview, financials, GMP, and subscription status are not visible directly on the main IPO cards. Users need to go inside an additional screen to access important stock-related information, increasing effort during exploration.
Additional Touchpoint to View Details
Poor Discoverability of the Info Button
Information Density & Weak Hierarchy
Defining the strategy
Defining the strategy
Design System Alignment
Design System Alignment
Following Ventura’s updated typography, spacing, color, and component guidelines to create consistency across the platform.
Following Ventura’s updated typography, spacing, color, and component guidelines to create consistency across the platform.
Improving Information Hierarchy
Improving Information Hierarchy
Prioritizing key IPO metrics, financial details, and CTAs to improve scanability and decision-making.
Prioritizing key IPO metrics, financial details, and CTAs to improve scanability and decision-making.
Modernizing the Experience
Modernizing the Experience
Introducing cleaner UI patterns, modern card systems, and subtle motion interactions for a smoother experience.
Introducing cleaner UI patterns, modern card systems, and subtle motion interactions for a smoother experience.
Visual Design-screen flow
Visual Design-screen flow
Knowledge Center
Knowledge Center
The Knowledge Center was created as a concept design to explore how Ventura could make financial learning more engaging. Since the team was working on developing a detailed course series called Beyond Basics, I used the existing Bazaar Basics videos as placeholders while designing the overall learning flow. Along the way, I also explored visual direction and layout ideas wherever possible, helping shape how the learning experience could feel visually cohesive and user-friendly.
Research Overview
Research Overview
Discussing with the Content Team
Discussing with the Content Team
I spoke with the team creating the course content to understand the structure of their videos, the learning objectives, and the ideal flow they envisioned for users.
I spoke with the team creating the course content to understand the structure of their videos, the learning objectives, and the ideal flow they envisioned for users.
Understanding Gamification in Finance
Understanding Gamification in Finance
I researched gamification models used in financial learning platforms to understand what motivates users and what methods actually enhance retention.
I researched gamification models used in financial learning platforms to understand what motivates users and what methods actually enhance retention.
Analyzing User Learning Behavior
Analyzing User Learning Behavior
I studied how beginner-level users typically consume educational content, attention spans, preferred formats, and common drop-off points to ensure the experience remained simple, engaging, and not overwhelming.
I studied how beginner-level users typically consume educational content, attention spans, preferred formats, and common drop-off points to ensure the experience remained simple, engaging, and not overwhelming.
Brainstorming
Brainstorming
During the ideation phase, I explored and tested different gamification approaches to understand what could work best for Ventura’s learning experience. I looked into gamification options, quizzes emerged as the strongest choice. They were simple, effective, and aligned well with the educational goal of reinforcing concepts immediately after each video.
During the ideation phase, I explored and tested different gamification approaches to understand what could work best for Ventura’s learning experience. I looked into gamification options, quizzes emerged as the strongest choice. They were simple, effective, and aligned well with the educational goal of reinforcing concepts immediately after each video.
Information Architecture
Information Architecture
To stay aligned with the overall experience I wanted to build, I first mapped out a simple screen flow. This helped me visualize the user journey end-to-end, identify the key interaction points, and plan how each screen would connect before moving into detailed design.
To stay aligned with the overall experience I wanted to build, I first mapped out a simple screen flow. This helped me visualize the user journey end-to-end, identify the key interaction points, and plan how each screen would connect before moving into detailed design.
Screen Flow- Hi-Fidelity Wireframes
Screen Flow- Hi-Fidelity Wireframes
What's New Section
What's New Section
Many users were not aware of the new features and enhancements introduced in the app, which led to low adoption and underutilization of key updates. To address this, the goal was to increase awareness and engagement by making these updates more visible and interactive. The proposed solution was to introduce a dedicated “Story Section”, an engaging, scrollable format that highlights new updates in a simple, visually appealing way, ensuring users notice and explore them.
Concept Ideations
Concept Ideations
For the “What’s New” feature, I went through multiple rounds of ideation and brainstorming to explore different ways of presenting app updates effectively. The focus was on making the section engaging yet intuitive, ensuring users could easily discover new features without disrupting their overall experience.
For the “What’s New” feature, I went through multiple rounds of ideation and brainstorming to explore different ways of presenting app updates effectively. The focus was on making the section engaging yet intuitive, ensuring users could easily discover new features without disrupting their overall experience.
Ideation 1-closed
Ideation 1-closed
Ideation 1- open
Ideation 1- open
Ideation 2
Ideation 2
Story Visual Ideation 1
Story Visual Ideation 1
Story Visual Ideation 2
Story Visual Ideation 2
Story Visual Ideation 3
Story Visual Ideation 3
Final Ideations
Final Ideations
1st Finalised Design
1st Finalised Design
The first design for “What’s New” was a highlighted story section with a background featuring an ocean view inspired by Ventura’s lighthouse logo, symbolizing guidance and visibility for new features.
The first design for “What’s New” was a highlighted story section with a background featuring an ocean view inspired by Ventura’s lighthouse logo, symbolizing guidance and visibility for new features.
Finalised Story Visual
Finalised Story Visual
The story format was designed to depict the steps of using new features in a simple, visual way, making it easier for users to understand and explore them.
The story format was designed to depict the steps of using new features in a simple, visual way, making it easier for users to understand and explore them.
What's New Web
Redesigned Version
Redesigned Version
The “What’s New” section was later redesigned to align with Ventura’s new design system, adopting a simpler layout that utilized space more efficiently. Unlike the first design, where a prominent area was dedicated to it, the new version integrated updates in a subtle way without disturbing the overall app design.
The “What’s New” section was later redesigned to align with Ventura’s new design system, adopting a simpler layout that utilized space more efficiently. Unlike the first design, where a prominent area was dedicated to it, the new version integrated updates in a subtle way without disturbing the overall app design.
Motion Animations
Motion Animations
Created some micro-interaction animations for the app while exploring Motion Design in After Effects, Lottie Files & JSON Hand-off
Created some micro-interaction animations for the app while exploring Motion Design in After Effects, Lottie Files & JSON Hand-off
Hide-Unhide Feature
Hide-Unhide Feature
The Hide/Unhide feature was designed for the portfolio summary section to give users more privacy and control over their financial data. With this option, users can quickly hide sensitive values such as total investment or portfolio worth when viewing the app in shared or public spaces, and unhide them when they want full visibility.
The Hide/Unhide feature was designed for the portfolio summary section to give users more privacy and control over their financial data. With this option, users can quickly hide sensitive values such as total investment or portfolio worth when viewing the app in shared or public spaces, and unhide them when they want full visibility.
Commodities Banner
Commodities Banner
The next project I worked on was the Commodities Banner. It was designed as a newly launched, one-time view element. It appeared only once, specifically when users landed on the commodities page, ensuring that the launch announcement felt timely, contextual, and non-intrusive.
The next project I worked on was the Commodities Banner. It was designed as a newly launched, one-time view element. It appeared only once, specifically when users landed on the commodities page, ensuring that the launch announcement felt timely, contextual, and non-intrusive.
