BACK TO HOME

RUPEIA · INTERNSHIP

Internship · Fintech · 2025

Goal-First
Redesigning Rupeia

Redesigning Rupeia for How People Actually Think About Money

ROLE

Product Designer

DURATION

Jul - October 2025

TYPE

UI/UX Designer + Graphic Designer

STATUS

In Development

01 ABOUT THE PROJECT

What is Rupeia?

Rupeia is a fintech startup building a goal-first investing platform for the millennial investor — competing in the same space as Angel One and Groww, but with a fundamentally different bet: that people invest better when they're investing towards something.


The app has three core pillars: Pulse monitors your investment portfolio in real time. Goals enables goal-first investing — you pick what you're saving for and the app builds your SIP around it. Wealth+ gives you tools to actively grow your wealth beyond your goals.

02 THE PROBLEM

Version 1 was a starting point. Not a product.

When I joined Rupeia, V1 existed — but only barely. It had default screens with no real flow connecting them, a colour palette that felt dated and misaligned with the audience, and no explanation of how the app's core features actually worked together.


The CEO's brief was clear: rebuild this into something that could compete. Something that felt modern, trustworthy, and approachable enough for a millennial who's never invested before — but credible enough for one who has.


No cohesive user flow — screens existed in isolation with nothing connecting them.

The colour palette needed a complete overhaul to appeal to a Gen Z and Millennial demographic.

The Goals feature — Rupeia's biggest differentiator — had no explanation layer.

Complex financial data needed to feel approachable to a Gen Z and millennial audience — many of whom were first-time investors with no prior experience.

03 MY APPROACH

I started with what the user needed to understand, not just see.

Before opening Figma, I asked one question: what does a first-time millennial investor actually need to feel confident enough to start?


The answer wasn't more data. It was a story.

"Fintech apps drop users into dashboards full of numbers and expect them to figure it out. Rupeia's differentiator was the goals model — but if users didn't understand how a goal translated into a SIP, into a fund, into an actual financial journey, the feature was meaningless."

That became the design principle I kept coming back to: every screen should move the user one step closer to confidence, not confusion.

04 THE WORK

From the homepage to the entire goals flow,

built from scratch.

THE HOMEPAGE

Restructuring the entry point

I redesigned Rupeia's homepage to lead with the three core features — Pulse, Goals, and Wealth+ — giving each equal visual weight while establishing a clear hierarchy. News and blogs were brought in below as supporting content. The layout guides a new user naturally from awareness to action.

Homepage to Goals — end-to-end flow

Goals

Goal-first Investing

Products

Start your investment journey today!

Nifty 50

-0.82%

Nifty 500

-1.05%

Rupeia

Pulse

Start monitoring you investments now!

Wealth +

Increase your wealth

Blogs

News

Stories that shape your portfolio

Stories that shape your portfolio

PHARMA

NUTRITION

Actylis Limerick - Strengthening Partnerships with a Biopharma CDMO

2ND AUGUST 2024

Pharmaceuticals are characterized by several analytical techniques to confirm their identitfy and describe their quality. Purity, potency, and assay are common approaches used to quantify how much of an active pharmaceutical ingredient (API) is in a drug substance, but what do these values actually tell us? Each of these results is determined by different factors, and it is important to understand the differences between them and the limitations of each approach.

Read More

PHARMA

NUTRITION

Actylis Limerick - Strengthening Partnerships with a Biopharma CDMO

2ND AUGUST 2024

Pharmaceuticals are characterized by several analytical techniques to confirm their identitfy and describe their quality. Purity, potency, and assay are common approaches used to quantify how much of an active pharmaceutical ingredient (API) is in a drug substance, but what do these values actually tell us? Each of these results is determined by different factors, and it is important to understand the differences between them and the limitations of each approach.

Read More

Market Trends

IPO

Mutual Funds

Cryptocurrency

Economy

Banking

Government Policies and Budget

Gold and Silver

Homepage

Goals Listing

Startup Goals

Fueling Your Startup Dreams

From a spark 💭 to launch day 🎉, smart investing powers the journey.

Seed capital target ₹15L.

The Dream

₹25K/month saved over 5 years.

The Journey

Launch day with investors onboard.

The Reward

Tell us your duration

15 years

25 years

1 year

Tell us your budget

₹2,00,000

₹50,000

₹10,00,000

Pro Tips

₹32

Lakhs

Invest in an MBA abroad to grow your earning potential.

Continue

Goals Inner Page

Investment

Select Funds

See All Funds

DSP ELSS Tax Saver Fund

18.76%

3Y CAGR

DSP ELSS Tax Saver Fund

18.76%

3Y CAGR

DSP ELSS Tax Saver Fund

18.76%

3Y CAGR

Monthly SIP

₹55,000

Expected CAGR

18.76%

Goal Duration

3 years

Start Investing

Asset Distribution

29%

22%

10%

7%

12%

Large Cap

Small Cap

Fexi Cap

Mid Cap

Debt

Gold

29%

23%

10%

7%

12%

18%

Benefits

Tax Optimization Reports

Get actionable tips to reduce taxes and increase returns.

Investment Opportunities

Access curated funds designed for your risk profile and goals.

24/7 Portfolio Review

Stay in control with real-time monitoring and alerts.

Smart Rebalancing

Automatically adjust investments to keep your portfolio aligned with your goals.

Dedicated Relationship Manager

Expert advice and support whenever you need it.

Portfolio Growth

Continue

₹1L invested for 10 years could become ₹5,42,800 (18.4% p.a)

Past performance based on back tested data Disclaimer

100%

50%

14,000 | 3Y

25%

Investment Page

Portfolio listing to fund detail — full drill-down flow

Portfolio

Portfolio Value

₹1,45,000

Invested Amount

₹1,32,000

Total Returns

+45,000 (5.67%)

All

Vehicles

Retirement

Wealth+

Wealth+

Green Energy Fund

Invested ₹1,22,000

₹1,32,000

(+2.31%)

Green Energy Fund

Invested ₹1,22,000

₹1,32,000

(+2.31%)

Green Energy Fund

Invested ₹1,22,000

₹1,32,000

(+2.31%)

1D

1W

1M

3M

6M

1Y

3Y

5Y

Your Holdings

Portfolio Listing Page

Portfolio Inner Page

Portfolio Inner Page

Portfolio Inner Page

40K

10K

1K

few hours ago

Discover

News from all around the world

All

Gold

Finance

Community

Business

If you’ve put all your money in Indian Markets, then you’re in trouble: Sharan

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters,

Read More

If you’ve put all your money in Indian Markets, then you’re in trouble: Sharan

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters,

Read More

few hours ago

40K

10K

1K

News Page

Blogs Page

Blogs

All

Gold

Finance

Community

Business

Contents

If you’ve put all your money in Indian Markets, then you’re in trouble: Sharan

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content...

Inflation is crazy

It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content...

Frequently Asked Questions

It is a long established fact that a reader will be distracted by the readable?

It is a long established fact that a reader will be distracted by the readable?

It is a long established fact that a reader will be distracted by the readable?

It is a long established fact that a reader will be distracted by the readable?

It is a long established fact that a reader will be distracted by the readable?

By: Urvashi Lakhmani

LinkedIn - Urvashi Lakhmani

few hours ago

40K

10K

1K

Blogs Inner Page

All Investments

Goal

Wealth+

SIP

*Total SIP Amount

Total SIP Amount

₹4,35,000

Invested Amount

Profit

Invested Amount

₹1,32,000

Total Returns

+45,000 (5.67%)

Goal #1

Goal Amount Left

₹1,32,000

Monthly SIP

₹6,000

Months Invested

6/12

Invested Amount

₹6,000

Profit & Loss

₹2,000

+20%

Goal #2

Goal Amount Left

₹1,32,000

Monthly SIP

₹6,000

Months Invested

6/12

Invested Amount

₹6,000

Profit & Loss

₹2,000

-12%

All Investments

Goal

Wealth+

SIP

*Total SIP Amount

Total SIP Amount

₹4,35,000

Invested Amount

Profit

Invested Amount

₹1,32,000

Total Returns

+45,000 (5.67%)

Goal #1

Goal Amount Left

₹1,32,000

Monthly SIP

₹6,000

Months Invested

6/12

Invested Amount

₹6,000

Profit & Loss

₹2,000

+20%

Goal #2

Goal Amount Left

₹1,32,000

Monthly SIP

₹6,000

Months Invested

6/12

Invested Amount

₹6,000

Profit & Loss

₹2,000

-12%

SIP Inner Page

Blogs Inner Page

All Investments

Goal

Wealth+

SIP

*Total SIP Amount

Total SIP Amount

₹4,35,000

Invested Amount

Profit

Invested Amount

₹1,32,000

Total Returns

+45,000 (5.67%)

Goal #1

Goal Amount Left

₹1,32,000

Monthly SIP

₹6,000

Months Invested

6/12

Invested Amount

₹6,000

Profit & Loss

₹2,000

+20%

Goal #2

Goal Amount Left

₹1,32,000

Monthly SIP

₹6,000

Months Invested

6/12

Invested Amount

₹6,000

Profit & Loss

₹2,000

-12%

THE HOMEPAGE

Redesigning for the investor who's just getting started

V1's colours weren't working. The aim was to match the visual energy of modern investment platforms. We shifted to a deeper purple palette with high-contrast whites, giving the app a premium but approachable feel. I designed all new screens in this updated system, creating consistency across the entire product.

THE COLOUR PALETTE

PRIMARY

Brand purple

#3D00B7

CTA, active

states

Purple dark

#2E008A

Hover / pressed

Purple mid

#6B3FD4

Secondary

actions

Purple pale

#EDE8FF

Chips, tags, tints

NEUTRALS

White

#FFFFFF

Card

backgrounds

Off-white

#F9F9FB

Page

background

Surface

#F2F0F7

Input fills

Border

#E0DCEE

Dividers

Text primary

#1A1A2E

Headings

Text secondary

#6B6880

Body copy

FUNCTIONAL

Success

#1DB97A

Positive returns

Danger

#E84040

Loss / negative

Warning

#F59E0B

Alerts

Info

#3B82F6

Info states

PURPLE RAMP- FULL SCALE

50

100

200

400

600

700

800

900

Live preview — colours in context

Rupeia

Home

Portfolio

Goals

SIP

Your Portfolio

Track your investments and

goals in one place.

Start investing

₹1,45,000

+5.67%

Invested

₹1,32,000

Active

Returns

+₹13,000

+10.2%

DSP ELSS Tax Saver Fund

Equity · 3Y CAGR

18.76%

Nippon India Multi Cap

Multi Cap · Very High Risk

22.99%

Continue investing

INVESTMENT & SIP SCREENS

Making complex data feel approachable

After a user selects a goal, they needed to understand what happens next — how their monthly SIP is calculated, which funds are recommended, what their portfolio growth could look like, and how asset distribution breaks down. These screens had to balance financial density with readability: a genuinely hard problem in fintech UI.

All Investments

Goal

Wealth+

SIP

*Total SIP Amount

Total SIP Amount

₹4,35,000

Invested Amount

Profit

Invested Amount

₹1,32,000

Total Returns

+45,000 (5.67%)

Goal #1

Goal Amount Left

₹1,32,000

Monthly SIP

₹6,000

Months Invested

6/12

Invested Amount

₹6,000

Profit & Loss

₹2,000

+20%

Goal #2

Goal Amount Left

₹1,32,000

Monthly SIP

₹6,000

Months Invested

6/12

Invested Amount

₹6,000

Profit & Loss

₹2,000

-12%

SIP Summary Screen

Investment

Select Funds

See All Funds

DSP ELSS Tax Saver Fund

18.76%

3Y CAGR

DSP ELSS Tax Saver Fund

18.76%

3Y CAGR

DSP ELSS Tax Saver Fund

18.76%

3Y CAGR

Continue

Portfolio Growth

Asset Distribution

Benefits

Monthly SIP

₹55,000

Expected CAGR

18.76%

Goal Duration

3 years

Start Investing

Investment Detail- Fund Selection

Investment

Select Funds

See All Funds

DSP ELSS Tax Saver Fund

18.76%

3Y CAGR

DSP ELSS Tax Saver Fund

18.76%

3Y CAGR

DSP ELSS Tax Saver Fund

18.76%

3Y CAGR

Asset Distribution

29%

22%

10%

7%

12%

Large Cap

Small Cap

Fexi Cap

Mid Cap

Debt

Gold

29%

23%

10%

7%

12%

18%

Benefits

Tax Optimization Reports

Get actionable tips to reduce taxes and increase returns.

Investment Opportunities

Access curated funds designed for your risk profile and goals.

24/7 Portfolio Review

Stay in control with real-time monitoring and alerts.

Smart Rebalancing

Automatically adjust investments to keep your portfolio aligned with your goals.

Dedicated Relationship Manager

Expert advice and support whenever you need it.

Portfolio Growth

Continue

₹1L invested for 10 years could become ₹5,42,800 (18.4% p.a)

Past performance based on back tested data Disclaimer

100%

50%

14,000 | 3Y

25%

Monthly SIP

₹55,000

Expected CAGR

18.76%

Goal Duration

3 years

Start Investing

Investment Detail- Fund Selection

04 OUTCOME

Approved, built, and on its way.

The V2 designs were approved and handed off to the development team. The app moved into development and user testing — a phase I wasn't part of, but one I'd have loved to be in the room for, especially to see how real users responded to the goal storytelling concept.


What I walked away with was a deep understanding of what it means to design under real constraints — tight timelines, fast decisions, and the kind of ambiguity that only a early-stage startup can throw at you. I executed with the context I had.

04 REFLECTION

Execution is a skill,

So is knowing when to slow down

Rupeia taught me that speed and quality can coexist — but only if you're deliberate about the decisions you make fast and the ones you don't.


I learned to design for financial confidence, not just financial function. I learned that a user who doesn't understand your product won't use it, no matter how beautiful it looks.

"What does this user need to feel, not just see?"

That question now anchors every project I take on.

Next Project

ROITECH- Internship

Create a free website with Framer, the website builder loved by startups, designers and agencies.