10 participants (25–40 years, salaried individuals and parents)
Understand emotions around saving, investing, and financial tools
71% didn’t understand SIP
Insights
85% preferred to invest (child’s education & home)
Users need simple explanations
Emotional reassurance > technical jargon
You’ll learn client-focused financial planning, AUM growth strategies, and goal-based advisory techniques. It also covers effective communication, portfolio management, compliance, and business development.
With personalized guidance and regular progress reviews, this mentorship will empower you to scale with confidence and clarity.
Existing platforms were visually fragmented with inconsistent layouts, button styles, and interaction models. Developers struggled to reuse code across teams due to lack of shared components.
Research Conducted
Heuristic evaluation across all platforms, Competitor benchmarking, Stakeholder interviews, User feedback analysis.