Case Study
Mutual Fund App Revamp
The challenge
The FundsIndia app has been around for over a decade, and the mutual fund flows grew one screen at a time. Each part worked on its own, but together they did not feel like one product, and a lot of simple tasks ended with the investor calling support.
I was asked to redesign all of it while the app stayed live. People were investing and redeeming every day, so we could not break anything along the way.
What we shipped
- Redesigned discovery, cart, payment, and redemption.
- Built a shared design system, so every screen uses the same components and the same wording.
- Reorganised navigation so the most common tasks are easy to find without help.
- Merged steps to cut the number of taps in the main transactions.
- Moved users off the old screens in phases, and watched stability at every step.
What we were going for
Conversion
the main thing we set out to move, from cart to payment
Fewer steps
in the core buy and redeem flows
Self-serve
fewer people needing support for basic tasks
Stable
the app stayed reliable through the whole migration
About the numbers
I have kept the actual figures off this page. If you would like to go through them, book a call and I am happy to walk you through what moved and by how much.