Paytm
/
Deputy Product Design Manager
Key Highlights
- Designed Paytm's PSPL products: Daily Mutual Fund SIP, which had an end-to-end activation rate of 28% (for KRA users), and Mutual Fund Report, which had an end-to-end activation rate of 35%
- Revamped the Onboarding Journey of Paytm Money, which took conversions from 1.3% to 6.7%
- Designed and executed A/B tests for growth initiatives, including driving Paytm Money app downloads (achieving 52.2% conversion rate in the Mini version and post-onboarding activation initiatives in equity and mutual funds.
- Designed stellar features like TV (Trading View) Web-App, Scalper, etc
About Paytm / Paytm Money
- Paytm is a publicly listed, leading fintech platform in India with diverse offerings, including payments, ticket booking, bill payments, loans, insurance, and more; serving over 500 million users.
- Paytm Money (a Paytm subsidiary), is a wealth management platform offering investments in mutual funds, equities (stock, future and options), NPS, and digital gold, bonds, among other investment products
- The product design organization operates through multiple pods dedicated to specific verticals, supported by specialized teams in UX writing, research, graphic design, and animation, working collaboratively to meet the diverse needs of each vertical.
- During my tenure, I worked closely with the Paytm Money design team on day-to-day tasks, collaborating with the central Paytm design team as needed to deliver cohesive user experiences.
Projects
Daily SIP in Mutual Funds (Paytm, PSPL)
The Daily SIP project at Paytm was a user-centered design initiative focused on simplifying mutual fund investments for a wide range of users. I drove the design to create a product with low entry barriers, starting at ₹21, and streamlined the onboarding process. We conducted user research, A/B testing, and collaborated closely with product and growth teams to refine key features like the landing page, autopay setup, and post-investment experience, ensuring the product was intuitive and engaging. Additionally, I integrated User Acceptance Testing (UAT) into the design process to ensure the highest quality execution at every stage.
Data played a crucial role in optimizing the design. By analyzing user feedback and funnel data, we continuously improved the product, addressing pain points like SIP cancellations and confusion over skip days. Through regular A/B tests and design iterations, we increased conversion rates and enhanced user satisfaction. The result was a seamless, user-friendly investment experience that successfully met the diverse needs of our users.
Learn how I designed the Daily SIP product to make mutual fund investments simple and accessible for users across India. Dive into the design process, data-driven insights, and key challenges tackled during its creation.
Click to view the Detailed Case Study
Mutual Funds Report (Paytm, PSPL)
The Mutual Fund Report on Paytm provided users with a clear overview of their investments, especially for those managing portfolios across platforms. To simplify new and complex data, the design emphasized user education, offering insights like total portfolio value, comparisons with popular indexes, risk exposure, and details of categories and companies where funds were invested. Benchmarking against leading investing apps ensured the best user experience. Despite a small team, the initial version prioritized key features to engage users. Later, an advanced version of the Mutual Fund Report was developed as part of a larger revamp when I moved to Paytm Money and worked on the Mutual Fund product, offering richer insights and enhanced functionality to users.
Other works
- Onboarding Revamp (Paytm Money),
- Mobile App Design System Revamp (Collaboration) (Paytm Money),
- Mutual Funds Product Revamp (Paytm Money),
- TV (Trading View) Web App (Paytm Money),
- Scalper (Paytm Money),
Platter Finance
Co-Founder (Product)
Read about my work at Platter Finance
