Harleen's profile image
Harleen's profile image
Harleen's profile image

The next step in the evolution of India’s trusted trading app

Redesigning the user
experience of a trade Financing Product

BUSINESS CASE

PRODUCT STRATEGY

BACKGROUND

How do we prepare an incumbent and category-leading investment platform to meet a fast-changing future and the next stage of product evolution, with intention?

Over the years, ICICI Direct had grown to meet a wide range of investor needs. But as the ecosystem evolved, so did its complexity: more features, more users, more expectations, more friction.

THE PROBLEM STATEMENT

The question now was, what’s next? 

Where should it go from here? How do we prepare the product for its next chapter?

EXECUTION STRATEGY

Research, product strategy, high fidelity prototypes and a complete case study

Research, product strategy, high-fidelity prototypes and a complete business case

We approached this as a full case study to understand how the app is used today, where it can evolve, and what users need next.


Each step focused on evidence-based recommendations, giving the ICICI Direct team a clear, intentional path forward. The outcome was a business case combining product strategy, research-backed insights, and interface prototypes.

We approached this as a full case study to understand how the app is used today, where it can evolve, and what users need next.


Each step focused on evidence-based recommendations, giving the ICICI Direct team a clear, intentional path forward. The outcome was a business case combining product strategy, research-backed insights, and interface prototypes.

We interviewed over 20 people aged between 35-55 years. The research was conducted using semi-structured user interviews to gain deep, qualitative insights into how investors interact with digital investment platforms.

Primary research: Interviews

01

Secondary research: Industry study

02

Product audit

03

Product and design strategy

04

Business case to management

05

Harleen at Canvs

We interviewed over 20 people aged between 35-55 years. The research was conducted using semi-structured user interviews to gain deep, qualitative insights into how investors interact with digital investment platforms.

Primary research: Interviews

01

Secondary research: Industry study

02

Product audit

03

Product and design strategy

04

Business case to management

05

Harleen at Canvs

We interviewed over 20 people aged between 35-55 years. The research was conducted using semi-structured user interviews to gain deep, qualitative insights into how investors interact with digital investment platforms.

Primary research: Interviews

01

Secondary research: Industry study

02

Product audit

03

Product and design strategy

04

Business case to management

05

Harleen at Canvs

WHAT OUR RESEARCH TOLD US

Our research uncovered that the same product was meant to serve two diversely different sets of user needs that ICICI DIrect was courting.

User 1

DIY investors

Investors in their 30s - 50s, are focused on families, retirement, and major life goals. They prefer steady, safe wealth-building over chasing the market, and need apps that feel calm, clear, and trustworthy. Simple layouts, direct information, and contextual guidance help them stay in control.

Grid
Grid
Grid

USER 2

USER 2

USER 2

USER 2

Active traders

Traders, spanning younger to older age groups, treated trading as a daily habit or parallel profession. They don’t want lessons. They want speed, clear information, and precision in fast-moving markets. For them, an app must be a Swiss army knife: lean, reliable, and always ahead.

Grid
Grid
Grid

01 | UPGRADING THE CURRENT APP

Evolving the existing app into a modern, dedicated Trader Mode

Evolving the existing app into a modern, dedicated Trader Mode

Evolving the existing app into a modern, dedicated Trader Mode

We made fundamentally visual design upgrades to the current application without changing any structure. The focus was on typography, colour usage, component consistency and spacings.

02 | DESIGNING FOR DIVERGENCE

Introducing a new mode built for the complex needs of the DIY Investor

Introducing a new mode built for the complex needs of the DIY Investor

Introducing a new mode built for the complex needs of the DIY Investor

DO MORE WITH ONE APP

DO MORE WITH ONE APP

A feature set designed around utility, opportunity and wealth management

An all-in-one financial

super-app

.01

.01

.01

Fresh visuals, cleaner interfaces with a focus on light mode was the goal. We modernised all the interfaces keeping them clean and built to scale according to the user's trading appetite.

Fresh visuals, cleaner interfaces with a focus on light mode was the goal. We modernised all the interfaces keeping them clean and built to scale according to the user's trading appetite.

.02

.02

The most important units on a screen were widgetised to provide the user with the most important information they needed at a glance, while retaining the option to explore deeper.

The most important units on a screen were widgetised to provide the user with the most important information they needed at a glance, while retaining the option to explore deeper.

.01

.01

The updated portfolio section features all of the user's investments in one place, while providing recommendations into the other instrument types they could have in their portfolio.
To understand their portfolio better, detailed insights are available in just a tap and advisory was for the tinkerers who want to make the best out of the product.

The updated portfolio section features all of the user's investments in one place, while providing recommendations into the other instrument types they could have in their portfolio.
To understand their portfolio better, detailed insights are available in just a tap and advisory was for the tinkerers who want to make the best out of the product.

A chair designed and made by Harleen
A chair designed and made by Harleen
A chair designed and made by Harleen
A chair designed and made by Harleen

.03

We broke the application process down into smaller, more comprehensible steps, to remove friction and possible drop-offs owing to the length of the forms.

.02

.02

Contextual placement for terms and items that the user might not know made it a richer experience overall.

Contextual placement for terms and items that the user might not know made it a richer experience overall.

SUBTITLE

SUBTITLE

An upgraded investment portfolio

An upgraded investment portfolio

An upgraded investment portfolio

A chair designed and made by Harleen
A chair designed and made by Harleen
A chair designed and made by Harleen
A chair designed and made by Harleen

.03

.03

.02

As a user, understanding your portfolio is paramount to the experience. The refreshed portfolio view allowed for insights and suggestions - along with an optional advisory section.

As a user, understanding your portfolio is paramount to the experience. The refreshed portfolio view allowed for insights and suggestions - along with an optional advisory section.

.01

We relied on progressive disclosure to keep users focussed, while also providing summaries at each step to ensure the user has full context of their choices and inputs as they go through application flows.

DO MORE WITH ONE APP

DO MORE WITH ONE APP

Detailed dashboards

Detailed dashboards

Detailed dashboards

.01

.01

A completely revamped Stocks experience, themed entirely to the investor. This approach allows for much more understanding of what they're investing in, so that they can make better choices with a clearer understanding.

A completely revamped Stocks experience, themed entirely to the investor. This approach allows for much more understanding of what they're investing in, so that they can make better choices with a clearer understanding.

DO MORE WITH ONE APP

DO MORE WITH ONE APP

Watchlisting made better

.01

.01

Some of the features added to make the watchlisting experience better included notes with timestamps, a quick view for stocks in their watchlist and suggested stocks to invest in based on their order history.

Some of the features added to make the watchlisting experience better included notes with timestamps, a quick view for stocks in their watchlist and suggested stocks to invest in based on their order history.

A chair designed and made by Harleen
A chair designed and made by Harleen
A chair designed and made by Harleen

Surpassing expectations from 0 to1 and beyond

Surpassing expectations from 0 to1 and beyond

Surpassing expectations from

0-1 and beyond

Surpassing expectations from 0-1 and beyond

Our worked on this product has not ended at just launch - we have a whole case talking about all the work, iterative and additive to this financial stack post launch.

Subscribe to Design & Tech Weekly

An often riveting list of design and tech resources!

©2025 Canvs

Subscribe to Design & Tech Weekly

An often riveting list of design and tech resources!

©2025 Canvs

Subscribe to Design & Tech Weekly

An often riveting list of design and tech resources!

©2025 Canvs

Subscribe to Design & Tech Weekly

An often riveting list of design and tech resources!

©2025 Canvs