Project Background

An investing app for young Indians by turning everyday spending into investments through features like Round-Ups (Key USP), Daily SIPs, and Lump Sum deposits directly into mutual funds/digital gold.

Problem Statement

Redesigning an investing app that already had a steady user base made me question why a redesign was necessary. The answer came quickly when the founder approached us with a critical challenge that was impacting product growth and retention.

“We have many new users who are hearing about us and joining the product but after onboarding there is 80% drop rate!"

Business Goals

📊 Increase User Base

Simplifying the experience to attract and retain more users.

🛡️ Privacy and Trust

Building confidence through transparent flows and clear communication.

📚  Financial Habits

Designing features that nudge users toward consistent investing.


The Solution

Redesigned the onboarding to address issues from the UX audit, resulting in a significant increase in completion rates. Revamped the navigation for clearer categorisation and faster user routing. Simplified the dashboard to highlight key data - investment amounts, upcoming payments, and spending trends to boost clarity and retention. Improved all L2 flows (investments, transactions, withdrawals, settings) for consistency and ease of use. These changes led to higher user trust, smoother journeys, and improved engagement.

Frame 1000003092.jpg

My Role & Collaboration