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

Sole designer - led research strategy through AI-assisted synthesis in Dovetail and FigJam, then directed Claude and Figma AI to build the design system. Core insight: investors don't lack data, they lack confidence.

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?

What AI accelerated

Color tokens tied to emotional states (confidence, caution, progress)
Typography system for data-heavy investment screens
Component logic for SIP selection and goal tracking modules

What I decided

AI suggestions to reject: clean patterns that weakened trust for first-time investors
Adapting tokens to FinEdge’s existing brand system
Knowing when to stop generating and start validating screens

The system wasn't built by AI. It was built by knowing what to ask, what to keep, and what to throw out.