Industry
Finance
Scope
Brand Positioning
Digital Evolution
User Experience Design
Interface System
Content Architecture
Brand Communication
In 2025, Gaining Ground India and Leaf Design came together to evolve the brand’s positioning and digital presence, aligning it with their two-decade journey of helping individuals and families lead more intentional financial lives. As a firm built on trust, empathy, and lifelong relationships, Gaining Ground had grown steadily over the years, but their identity and communication needed to catch up with the depth and maturity of their philosophy. The goal was not just to redesign their website, but to create a cohesive brand experience that could carry their values forward and deepen their connection with clients, both existing and new.
Laying the foundation
To reflect Gaining Ground’s evolution and deepen their connection with both existing and prospective clients, we began by distilling the core of who they are: a life-centered financial advisory firm built on trust, clarity, and human connection. This informed every layer of our strategy from narrative and messaging to design and structure.
The strategic goal was to position the brand as a long-term partner in their clients’ financial journeys, while enabling new users to build trust from the very first interaction.
Understanding Target Users
Our research revealed that Gaining Ground’s clients arrive through referrals, bringing initial trust but often a sense of financial unease. They are not looking for aggressive strategies. They value clarity, calm, and meaningful guidance. What they seek is a trusted partner who can simplify decisions and align finances with life goals.
These insights shaped a human-first experience: empathetic in tone, structured in flow, and grounded in long-term relationships.
User Journey explained
Creating a successful brand in many ways depends on the ability to understand. Hence, to empathise with people we conduct user interviews, apply analytics and collect specific data. We mapped a customer journey that provided insights into creating an enriched experience. By curating a smart system for maintaining medical records and regimens, as well as instilling virtuous health habits, we strengthened our relationship with the members: a critical key to providing more valuable services over time.
Connecting UX + UI
The goal was not simply to present information, but to create a space that feels thoughtful, calm, and intuitive by mirroring the firm’s approach to financial planning.
The website was shaped to serve both existing and prospective clients: offering clarity around services, surfacing valuable insights, and opening pathways to meaningful conversations. We approached content and structure with intention. Every interaction designed to reassure, every page built to reflect purpose, every detail grounded in the belief that good financial decisions begin with trust and understanding.
Financial services shaped around your life, not just your goals
At Gaining Ground, every service is a reflection of your evolving life and not just your financial goals. From planning with purpose to managing risk, wealth, and retirement, our approach is rooted in deep listening, long-term thinking, and human connection.
True Wealth Planning
True Wealth Planning is Gaining Ground’s signature approach to financial advisory, the one that begins not with markets or milestones, but with you. It’s a process rooted in reflection, helping you uncover what truly matters and aligning your financial life with your values, story, and vision for the future.
We move beyond balance sheets to explore your motivations, priorities, and life goals. Because when you plan with purpose, every financial decision becomes more meaningful and more sustainable.
True Wealth Planning is a guided journey. From exploring
where you are today, to envisioning your future, and
empowering you to live it. Each stage is intentional,
connecting what matters most to actionable strategies,
and evolving with your life over time.
Money Quotient Tool
At the heart of True Wealth Planning lies the belief that financial decisions should reflect who you are and not just what you earn. The MQ Tool (Money Quotient) is an introspective starting point in this journey. Designed to uncover how you think, feel, and make decisions about money, it helps both clients and advisors move beyond numbers.
Gaining Ground is one of the few firms in India equipped to use this tool with co-founder Kshitija having completed a specialised life-centered planning course from Money Quotient, USA. This makes the experience both qualified and deeply personal, creating space for more meaningful conversations and financial strategies aligned with your life’s deeper values and transitions.
Real people. Real journeys.
To build trust and relatability, we introduced a space for authentic client stories. These testimonials go beyond surface-level praise, they reflect transformative journeys made possible through Gaining Ground’s guidance.
A knowledge space, designed with intention
The Insights page isn’t just a repository of articles. It’s a carefully built space for meaningful learning. From the mix of in-house perspectives and trusted external voices to topic-based filters, every element is designed to give users control over what they explore. By blending blogs, podcasts, and media features into a single, navigable hub of the world of investing.
Where the Brand Finds Its Daily Voice
Social Media Engagement
Across the mediums
Other brand touch points
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A digital-first approach to simplify the complexities of Wealth Management
