Helping Investors choose the Right SIP Plan

Improving FinEdge’s investment plan selection flow for churn-risk users through focused research.

UX Research

Design Thinking

WealthTech

⚡ AI-Assisted Tools

Churn-Risk Users

What the Market Reveals About Churn-Risk Investors

Across platforms, churn-risk users show distinct behaviors panic pausing during volatility (Groww), avoiding decisions due to trading anxiety (Zerodha), or silently disengaging in low-guidance environments (Bank apps) highlighting the need for goal-anchored confidence in investment decisions.

Quant Survey Research

Signals of Churn in SIP Investor

Survey findings show 90% reduced SIP or delayed investments, 50% lack goal clarity, and 83% seek reassurance during volatility.

Qual Research through Usability Test Interviews

Fragments → Tagging → Clusters → Patterns

Fragments -> Tagging

⚡ Dovetail AI-Assisted

Clusters -> Patterns

⚡ Figjam AI-Assisted

Design Opportunity

How might we show investors, during SIP plan selection, whether their chosen amount keeps them on track for their goal and allow safe adjustments without needing advisor support?

UI/UX Design