Role
Product Designer
Team
1 Product Designer - 1 Associate Designers - 1 PM
Timeline
3.5 Months
Platform
Web Platform
Link
-
Status
Completed
01 — Overview
Capitalmind is a SEBI‑registered mutual fund house based in Bengaluru, overseen by Capitalmind Asset Management Pvt. Ltd., and backed by its sponsor, Capitalmind Financial Services Pvt. Ltd. It is led by Deepak Shenoy and runs on a philosophy of quantitative, rules‑based investing with human oversight, leveraging transparent, technology‑driven processes to make investing approachable for investors.
02 — The Problem
Challenge :
Designing a Website/App for a mutual fund company meant following strict SEBI and AMFI rules, which required showing lots of important legal and financial information. The main challenge was to make all this complex content easy to find and understand-without making the product feel cluttered or overwhelming. Since Capitalmind is a new name in the industry, it was also important to build trust with users by making fund details, team profiles and performance data easily accessible. Another challenge was explaining Capitalmind’s data-driven, quant-based investment strategies in a way that regular people could actually understand. Finally, the product needed to be fast, safe and reliable, as it would handle sensitive financial data.
Solution :
I tackled these challenges by designing a clean, modular layout with simple navigation and expandable sections. I used infographics element and plain language to break down complex topics and kept required disclosures visible but not distracting. To build trust, I made sure things like fund documents, team info and performance updates were just a click away and added clear support options and security badges. For the investment strategies, I used easy-to-follow visuals, simple analogies and even a jargon busting glossary. The end result was a user-friendly product that feels approachable for everyone, while still meeting all the industry requirements.
03 — My Role
On Capitalmind’s new AMC platform, I designed the core investor and advisor experiences, translating complex financial data into a clear, confidence-inspiring interface.
Information Design
Simplified dense portfolio and fund data into scannable, trustworthy views.
Interaction Design
Designed product and onboarding flows for advisors and investors.
Design System
Established a financial-grade design system for consistency across the platform.
Collaboration
Partnered closely with compliance and engineering on every release.
04 — Research
We interviewed investors and financial advisors to understand how they currently track fund performance. Using a modern design approach, we challenged traditional patterns through visual research and inspiration from real-time objects.
05 — Information Architecture
The architecture separates portfolio, fund and this structure created a clearer navigation model, reduced content overlap and made it easier for users to move between products, solutions and industry specific offerings.
06 — Design System
Capitalmind’s design system prioritizes clarity and restraint — a limited palette and strong typographic hierarchy for financial trust.
Typography
Colour
Components
Icons
07 — Final Output
The platform now gives investors and advisors a single, transparent view into fund performance and reporting.
08 — Impact
Early feedback from advisors points to faster reporting cycles and clearer investor conversations.
Conversion Rate
1% → 7%
Engagement
0% → 37%
Efficiency
+28%
Adoption
90%
09 — Reflection
Designing for finance reinforced how much trust is built through clarity, not decoration.
Trust is a design material
Clarity and restraint built more confidence than visual flair.
Compliance shapes UI
Regulatory constraints became part of the design brief, not an obstacle.
Data hierarchy matters
Ordering information correctly mattered more than styling it.
Iterate with real numbers
Testing with real fund data caught issues mockup data missed.