Baby Investments
Baby Investments aimed to create a safe, friendly, and educational website that demystifies mutual funds and helps users start small.
User Interviews
- 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.
Thank You 🙂
