Paytm Money is a transaction and advisory platform for the investors looking to invest in a mutual fund. Paytm Money is a subsidiary of Paytm.
It is focused on bringing a fully digital investing experience for Mutual Fund investors, that provides maximum benefits to the investors as it offers only direct plans in mutual fund schemes that come with no hidden commissions.
Vision behind Paytm Money was to make Investing and Wealth Management – Simpler, Transparent & Accessible for millions of Indians.
To make investing and wealth management —
Simpler, Transparent & Accessible for millions of Indians.
This was a stealth project inside Paytm started in Aug 2017 and I was the 1st designer on the team, and I was working along with Product and Strategy team on creating the first draft of experience for Mutual funds investment.
My first order of business was to understand Mutual fund domain and understand where the current apps in market were failing to meet the users expectation in terms of user experience.
Followed by understanding the users who are going to invest and their behaviours and then designing an experience that would help them invest in mutual funds in a simple and transparent way.
14 Months – Aug 2017 to Sep 2018