Nuvama Private Wealth, the Ultra High Net Worth (UHNI) arm of the Nuvama Group, is among India’s leading and fastest-growing private wealth practices, serving 4,050+ families. With increasing complexity in client portfolios and rising expectations around digital access, Nuvama approached Flooid to design a world-class private wealth management app tailored specifically for its UHNI clients, an experience that combined simplicity, power, and intelligence.
The Challenge
Managing wealth at the UHNI level involves complexity across asset classes, custodians, and family structures. Nuvama’s clients required clarity without losing depth.
Key challenges included:
- Creating a single, intuitive view of portfolios spread across multiple asset classes
- Providing visibility not only into assets managed by Nuvama but also held-away assets
- Delivering meaningful, action-driven analytics, not just static reporting
- Balancing sophistication with an experience simple enough for effortless daily use
The platform needed to feel premium, intelligent, and deeply personalised without overwhelming the user.
The Solution
Flooid approached the platform as a strategic digital ecosystem rather than just a reporting interface.
A Unified Financial Command Center
We redesigned the homepage as a daily financial snapshot, a single-view summary presenting:
- Total portfolio value
- Asset allocation breakdown
- Performance highlights
- Key changes and alerts
This gave clients an immediate grasp of their overall wealth picture.
Deep Portfolio Exploration Across Dimensions
We designed dedicated Holdings and Performance sections that enabled:
- Multi-asset class portfolio visibility
- Views across family members
- Consolidation across multiple asset management companies
- Drill-down capability to the instrument level
This structure allowed UHNIs to move seamlessly between macro-level strategy and micro-level detail.
Industry-First Transactions Experience
The Transactions section went beyond traditional historical logs. It included:
- Past transactions
- Upcoming transactions
- Corporate actions
This proactive structure allowed users to anticipate portfolio changes and not just review them.
Controlled Access for Family Offices
Recognising the family-office ecosystem around UHNI clients, we introduced:
- Ability to add Family Office Managers
- Controlled, permission-based access
- Flexible viewing rights with instant management
This created a collaborative yet secure financial environment.
Seamless Client Servicing Integration
To bring advisory teams closer to clients digitally, we integrated:
- Direct communication pathways
- Service request creation and tracking
- Escalation flows for critical matters
The result: faster resolution cycles and enhanced trust.
The Outcome
- A premium, intuitive digital wealth experience built specifically for UHNI complexity
- Consolidated reporting across managed and held-away assets
- Enhanced user engagement through actionable insights
- Stronger digital touchpoints between clients and advisory teams
- A scalable platform foundation for future innovation
Flooid helped Nuvama Private transform its digital experience into a true wealth command center by combining clarity, control, and confidence for India’s most sophisticated investors.
Testimonial
Riyaz LadiwalaEx – President and Head – Technology and Operations, Nuvama Group
“Flooid really challenged us at multiple points to think differently about our product’s user experience. Their working style defines them—collaborative, iterative and practical. They’re open to feedback and won’t shy away from giving some of their own. Working with Flooid was like working with a well oiled internal team that just gets us. I’m glad that our collaboration with them has brought about a product that has great clarity, ease of use and a sophisticated visual language, which honestly. is rare to find in financial products today.”