Under NDA
Case Study · BharatPe · 2023
Launching Mutual Funds on BharatPe Invest — 0 to 1
BharatPe is one of India's leading fintech platforms. This project was a 0-to-1 build — designing and launching the Mutual Funds platform on BharatPe Invest, the consumer-facing investment app, bringing accessible wealth management to everyday users for the first time.
Problem
A financially active user base with no way to invest
BharatPe Invest's users were financially active but had no trusted, simple way to invest in Mutual Funds within the app. Designing this meant building for first-time investors — users who needed extreme clarity, trust signals, and a frictionless onboarding flow to take their first investment step.
Role
Impact
15K+
Investors acquired in the first 2 weeks — surpassing the 10K launch target by 50%
4,500+
SIP mandates created in the first month of launch
30%
SIP adoption rate among new investors — above industry average of 25%
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