FundsApp
Building a compliance-first mutual fund platform for modern investors.
Product Manager
FinTech
iOS • Android • Admin Portal
Investors, MFDs & Operations Teams
Problem Statement & Landscape
The Core Challenge
Building a mutual fund platform involves balancing regulatory compliance, multiple third-party integrations and a seamless user experience. The challenge was to simplify investing while ensuring every journey remained compliant and operationally scalable.
Execution Scope
Product Responsibilities
Defined product vision and roadmap
Created PRDs and user journeys
Prioritised product roadmap
Collaborated with engineering and design
Managed API integrations
Worked with compliance and operations
Led UAT and release planning
System Breakdown
Key Contributions & Workflows
The core product features, technical workflows, and data pipelines I spearheaded:
Investor Onboarding
Designed digital onboarding including PAN verification, Aadhaar-based KYC, bank verification, nominee management and risk profiling.
Investment Experience
Designed intuitive SIP, lump sum, portfolio tracking and goal-based investment journeys.
Operations Platform
Built internal operational workflows and dashboards to improve transaction visibility and customer support.
API Integrations
Worked closely with engineering to integrate BSE Star MF, CAMS, KFintech, MF Central, Decentro, Digio and Value Research.
Infrastructure Rails
Product Ecosystem & Integrations
Third-party APIs, data feeds, and core services mapped to power this product:
Investment Infrastructure
KYC & Verification
Market Data
Platform
Outcomes & Results
Product Impact
Designed end-to-end investor journeys
Built scalable operational workflows
Embedded compliance into product design
Defined structured product roadmap
Prepared the platform for production launch
Retrospective
“Building fintech products taught me that great user experiences are created by simplifying complex regulatory processes without compromising trust or compliance.”