Design with Sunil

Vealth1st

About

Vealth1st is a portfolio management app that is designed to help investors manage trades within their demat accounts. The platform provides user with real-time trade executions, performance tracking, and advanced analytical tools to maximise wealth-Building opportunities.

  The app provides integrated back testing and optimization features, allowing users to develop, refine, and implement high-performance trading strategies.

Categories

Investment management software / portfolio management software.

Services

Website and App Design

Industry

FinTech

Website

https://vealth1st.com/ (WIP)

At Vealth1st provides cutting-edge technology to analyze the market, identify high potential stocks, and develop data-driven strategies designed to maximize your returns.

The problem

Investors are expected to track trades, measure returns, assess risk, and refine strategies using a mix of spreadsheets, broker dashboards, and third-party tools. While each tool solves a small part of the problem, none of them offer a unified view of what matters most: how the portfolio is performing, what risks are emerging, and what action should be taken next.

This creates friction for every type of user. Beginners feel overwhelmed by the complexity of investing, while more advanced users waste time stitching together data and insights from multiple sources. In both cases, decision-making becomes slower, less reliable, and more reactive.

Vealth1st was envisioned as a solution to this gap, a platform that simplifies investment management by combining trade tracking, portfolio analysis, strategy backtesting, and AI-driven guidance into one seamless experience.

Ideation

The initial product structure was built around the key actions investors need most often, such as tracking the market, reviewing their portfolio, managing orders, and staying updated in real time. The goal was to create a simple and intuitive app architecture that supports both frequent monitoring and faster decision-making.

Home — A central dashboard offering quick access to market indices, trending stocks, and the latest offers from Vealth1st.

Sign Up / Log In — A smooth onboarding experience designed for both new and existing users, enabling faster and easier access to the platform.

Portfolio — An at-a-glance summary of the user’s holdings and positions, helping them monitor portfolio health more efficiently.

Stock Recommendations — Curated stock suggestions to help users discover potential investment opportunities.

Your Orders — A clear summary of all orders placed through Vealth1st, allowing users to review their trading activity in one place.

User Profile — A dedicated space for managing personal information and account details.

Active Notifications — Timely notifications delivered during market hours to keep users informed about important updates and opportunities.

Wireframes

Once the core thinking and product structure were in place, I moved into wireframing to shape the experience more clearly. This helped translate the initial ideas into a functional layout and establish the foundation for the app’s user journeys.

I prefer to keep wireframes minimal and low fidelity at this stage. A simpler approach helps me focus on structure, flow, and usability first, without getting distracted by visual details too early in the process.

Style Guide

Before moving into the core screens, here is a quick overview of the app’s style guide and visual branding. This helped establish a consistent foundation for the overall experience, ensuring the interface felt cohesive across every touchpoint.

With the brand direction in place, the next step was to move into the key screens and user flows designed for the app. It is worth noting that the screens shown below are created with the assumption that the user is already part of the platform, with the exception of the onboarding flow.

Onboarding Screens

The onboarding experience was designed to create a strong first impression while helping first-time users quickly understand the app’s core value. A sequence of six splash screens introduces the key features of Vealth1st and smoothly guides users to the next step: sign up or sign in.

Sign-up/Sign In

The onboarding flow was designed to create a smooth and approachable first impression of Vealth1st. I focused on making the experience intuitive and efficient, so users could access the platform with minimal friction while still understanding the value of getting started.

To support different user needs, the screen offers two clear entry points: signing up for a new account or signing in as an existing user. This ensures a straightforward experience for both first-time users and returning investors.

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