PAN Verification & Onboarding flow for Wealth Management App

Designed a seamless PAN verification experience that helps users unlock investment, tax, and compliance features with minimal friction. The onboarding flow clearly communicates the value of PAN verification through interactive benefit screens, improving trust, transparency, and conversion rates for first-time investors.

Full Case Study Description

A modern onboarding experience for a wealth management platform focused on increasing PAN verification completion rates.

The challenge was to collect mandatory PAN information while ensuring users understood the benefits of sharing their details. Instead of presenting a simple input form, the flow educates users about the value they unlock after verification:

• Global Compliance Score

• Investment Tracking & Portfolio Visibility

• Tax Insights & Compliance Monitoring

• Personalized Investment Opportunities

The design combines trust-building elements, regulatory transparency, and progressive disclosure to reduce drop-offs and create a smoother onboarding journey.

Design Goals

✓ Increase PAN verification completion rate ✓ Reduce onboarding abandonment ✓ Build trust through regulatory messaging ✓ Educate users before requesting sensitive information ✓ Create a premium fintech experience

Key Features -

• PAN-based identity verification

• Compliance score onboarding

• Tax health insights

• Investment portfolio tracking

• Personalized recommendations

• AMFI & regulatory trust indicators

• Mobile-first fintech UI

Tools

Figma • User Experience Design • Product Design • Fintech • Design System • Prototyping

Tags

#UXDesign #ProductDesign #Fintech #WealthManagement #InvestmentApp #MobileAppDesign #FintechDesign #UIUX #UserExperience #OnboardingFlow #KYC #PANVerification #Compliance #Figma #Dribbble #MobileDesign #DesignSystem #FintechUX #WealthTech #CaseStudy