Description: To create a one stop solution for people to monitor all their investments and debts, removing the pain of juggling one platform for investment and another platform for debts
User flow: Investments & Savings
User → signup/login with mobile number, DOB and mail id → lands at dashboard → clicks at track my investment → popup asking for PAN number and mobile number prefilled → clicks submit → a notification saying that the user should should approve the consent by entering the OTP received through sms → user approves the consent → the data is shown in infographics
Loans
User → signup/login with mobile number, DOB and mail id → lands at dashboard → clicks at track my loans → popup asking for PAN number and mobile number prefilled → OTP validation→ the data is shown in infographics
Key metrics:
1.User acquisition
-Monthly downloads
-Daily active users(DAU)
-Monthly active users(MAU -Average session per users
-Retention rate
2.Feature adoption
-Investment tracking
-Loan tracking -Financial score tracking
3.User satisfaction
-Average NPS
-Average time to response(system response )
PRD: