“Ab sirf papa se hi nahi, experts se bhi pucho! ”
par kyu?
Young professionals eager to invest often face a lack of guidance and fear of losses, overwhelmed by complex concepts and limited financial literarcy.
kyuki
A platform designed for young professionals to simplify investing by providing financial education, mentorship from verified experts, and connecting them to people. It bridges the gap between complex financial concepts and practical application, fostering a collaborative community for learning and confidence-building.
miliye inse Anuj Shetty
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Interviews were conducted with 25 young professionals, each offering unique perspectives on financial literarcy & investments.
chaliye sunte hai inka
kya kehena hai
Users mentioned that they often feel discouraged by the lack of clear guidance and the complexity of investment concepts, making it hard to take confident investment decisions.
While some rely on friends or family for guidance, many expressed a need for more formal mentorship and professional guidance.
The user mentioned, especially for students, the feeling of missing out on investment opportunities due to limited resources creates anxiety.
Fear of loss and making the wrong decisions discourages many users from investing more confidently.
For You
Detailed
Important
SEBI and other financial regulatory bodies.
Advisors
Content Creators(educational material.)
First time investors
anticipate and meet needs
Mentors
Colleges and Universities
Young professionals
Financial Literacy Communities
manage closely
regular contact
ab users ke saath empathize bhi toh karna padega
Feels
Says
Thinks
Does
key insights
Guidance
Simplification of Concepts
Bite-sized Learning
Goal-setting Assistance
Decision-making Confidence
Social Validation and Mentorship
After gathering iitna sara data let’s categories them to understand if we find any recurring pattern
View Affinity Mapping
key takeaways
High Demand for Guidance
Lack of Confidence
Overwhelming and Unfamiliar Terms
Fear of Mistakes
But let’s see who all are trying to make this better together
Zerodha Varsity
Set a goal
automated tracking
handle multiple
accounts
educational
content
simple user
interface
company
Vested
sensibull
kuvera
Smallcase
Scripbox
mentorship
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After all this It was crucial to craft a detailed user journey to deeply understand and analyze the problem at its root level.
For You
Journey
Touchpoints
learning and kick off
YouTube, Zerodha Varsity, Udemy
Groww and Kuvera and watches a few videos, reads some blog posts
LinkedIn, Reddit, and Quora
a step by step approach on how to start investing
explaining these complex problems in a easy and simple way
providing them with correct guidance
experts suggestion on which platform to start with according to their personal expirences
correct mentorship and guidance can boost up confidence
keeping up with the trends and new can be difficult making that accessible and easy that u can get directly from the experts
translating their financial goal into a concrete financial plan
intuitive interface for goal setting, personalized saving advice and clearly visualizing how savings will grow over time.
direct guidance from financial experts
recommendations according to the credibility or relevance to his/her own financial goals.
more transparent way to evaluate experts based on their actual performance and strategies but can't find such information.
creating easy network between young professionals and financial experts
seeking guidance or connecting with financial expert
converting the learning to practically applying them
active investors
conversion rate
keep learning and stay updated
Setting a Financial Goal
Paytm money
Ab iitne log hai unke motivations, needs and frustrations ko samajne keliye made a behavioural archetype.
Distrust
can lead to multiple should i not considerations
Confused mindset
The Cautious Beginner
Financially independent mindset
Peer pressure mindset
The Passive Observer
Learning mindset
INITIAL CONSIDERATION
Frustration
Confusion
Insecurity
Disengagement
Distrust
Overwhelm
Regret
Apathy
Procrastination
Skepticism
profit mindset
FOMO mindset
The Confident Explorer
The Risk Taker
should i do it
should i not
The Long-Term Planner
Moment of
starting off
Core Areas
click here
click here
click here
Guidance/
Mentorship
Financial literarcy
User Experience
User flow
login/sign up
learn
modules
quiz
select subject
select subject
select subject
modules
modules
choose topic
choose topic
read
slide for next
play video
back to modules
back to modules
start quiz
learn basics
answer questions
get analysis
reward points
videos
blogs
Grow
invitations
quiz
people u might like
recommended
companies for you
invitations
catch up
latest
choose topic
read
save
back to all blogs
like/share/connect
quick reads
news & updates
set a goal
network
goal preference
choose a goal
questionnaire
access to all features
answer questions
vacation
plan for
goal amount
time period
save plan
profile
following /follwers
statistics/progress
enhance profile
analytics
resources
settings
activity
my network
help
saved
past history
learn
terms and conditions
privacy policy
log out
user flow
rewards
lesson completed
Regular
Medium
Bold
Aa
Inter
Aa
Playfair Display
The best is yet to come
Scroll down to discover how our app can further enhance your experience
For You
Learn
Read
Oct 10th
Oct 10th
Nifty faces key levels; cautious approach advised for the week ahead
Nifty faces key levels; cautious approach advised for the week ahead
Watch (3:08)
The Nifty remained range-bound in the past week, with a minor weekly loss of 50.35 points (-0.20%).
Important Mutual Fund metrics when picking mutual funds
Oct 10th
10 min Read
Anuj Shetty
CA.Finance
15 min.
Important Mutual Fund metrics when picking mutual funds
Oct 10th
10 min Read
Anuj Shetty
CA.Finance
15 min.
Important Mutual Fund metrics when picking mutual funds
Oct 10th
10 min Read
Anuj Shetty
CA.Finance
15 min.
Nifty faces key levels; cautious approach advised for the week ahead
12 min ago
Nifty faces key levels; cautious approach advised for the week ahead
12 min ago
Blogs
Latest News
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Stock Market Basics
Futures
Trading
Options
Trading
Technical Analysis
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Get Started
Buy your
first car
My Progress
3/10 Lessons completed
Anuj Shetty
CA.Finance
15 min.
Recent
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Quiz
Video
Blogs
Quick Reads
Nifty faces key levels; cautious approach advised for the week ahead
Nifty faces key levels; cautious approach advised for the week ahead
12 min ago
Latest News
search
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Anuj Shetty
Anuj Shetty
Anuj Shetty
Anuj Shetty
For You
Following
For You
Your Story
Anuj Shetty
Anuj Shetty
Anuj Shetty
Anuj Shetty
CA.Finance
15 min.
connect
Anuj Shetty
CA.Finance
15 min.
connect
Anuj Shetty
CA.Finance
15 min.
connect
Anuj Shetty
CA.Finance
15 min.
connect
Anuj Shetty
CA.Finance
15 min.
connect
explore
Set your
first goal
Explore
Connect
Add more topics to your feed
news and updates
quizz
videos
learn
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Discover people of similar interests
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Live
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Upcoming
Thoughts
Posts
Bonds
Bonds
Market trends
Market trends
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170
170
enhance profile
add portfolio
Analytics
Resources
Statistics
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enhance profile
add portfolio
Resources
Analytics
Statistics
My Network
See and manage your connections and interests.
Personal Information
Add or manage your information
Activity
Shared Posts, Blogs, and comments.
Saved items
Keep track of your courses, blogs and post.
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enhance profile
add portfolio
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Create your first post
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For You
Catch up
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Take a
quick Quiz
Invitations
Anuj Shetty | CA | Commerce Graduate
3 days ago
15 mutual connections
Anuj Shetty | CA | Commerce Graduate
3 days ago
15 mutual connections
Anuj Shetty | CA | Commerce Graduate
3 days ago
15 mutual connections
View all
Similar Interests
Companies you might like
connect
Anuj Shetty
Deloitte| CA | Commerce graduate(B.com) | 11k+
connect
Anuj Shetty
Deloitte| CA | Commerce graduate(B.com) | 11k+
connect
Anuj Shetty
Deloitte| CA | Commerce graduate(B.com) | 11k+
connect
Anuj Shetty
Deloitte| CA | Commerce graduate(B.com) | 11k+
Grow
Catch up
Catch Up
News & Updates
Blogs you missed
Ratan Tata, Patriarch of Biggest Indian
7 hours ago
Ratan Tata, Patriarch of Biggest Indian
7 hours ago
Ratan Tata, Patriarch of Biggest Indian
7 hours ago
Conglomerate, Dies at 86
Conglomerate, Dies at 86
Conglomerate, Dies at 86
View all
Similar Interests
Companies you might like
connect
Anuj Shetty
Deloitte| CA | Commerce graduate(B.com) | 11k+
connect
Anuj Shetty
Deloitte| CA | Commerce graduate(B.com) | 11k+
Grow
Catch up
Catch Up
News & Updates
Blogs you missed
Ratan Tata, Patriarch of Biggest Indian
7 hours ago
Ratan Tata, Patriarch of Biggest Indian
7 hours ago
Ratan Tata, Patriarch of Biggest Indian
7 hours ago
Conglomerate, Dies at 86
Conglomerate, Dies at 86
Conglomerate, Dies at 86
View all
Similar Interests
Companies you might like
connect
Anuj Shetty
Deloitte| CA | Commerce graduate(B.com) | 11k+
connect
Anuj Shetty
Deloitte| CA | Commerce graduate(B.com) | 11k+
Grow
Catch up
Catch Up
News & Updates
Blogs you missed
Ratan Tata, Patriarch of Biggest Indian
7 hours ago
Ratan Tata, Patriarch of Biggest Indian
7 hours ago
Ratan Tata, Patriarch of Biggest Indian
7 hours ago
Conglomerate, Dies at 86
Conglomerate, Dies at 86
Conglomerate, Dies at 86
View all
Similar Interests
Companies you might like
connect
Anuj Shetty
Deloitte| CA | Commerce graduate(B.com) | 11k+
connect
Anuj Shetty
Deloitte| CA | Commerce graduate(B.com) | 11k+
Grow
Catch up
Catch Up
News & Updates
Blogs you missed
Ratan Tata, Patriarch of Biggest Indian
7 hours ago
Ratan Tata, Patriarch of Biggest Indian
7 hours ago
Ratan Tata, Patriarch of Biggest Indian
7 hours ago
Conglomerate, Dies at 86
Conglomerate, Dies at 86
Conglomerate, Dies at 86
View all
Similar Interests
Companies you might like
connect
Anuj Shetty
Deloitte| CA | Commerce graduate(B.com) | 11k+
connect
Anuj Shetty
Deloitte| CA | Commerce graduate(B.com) | 11k+
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Anuj Shetty
Your Story
Anuj Shetty
Anuj Shetty | CA | Commerce Graduate
3 days ago
15 mutual connections
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For You
Following
For You
For You
Following
For You
For You
Following
Following
For You
Following
Following
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Recommended for you
Discover people of similar interests
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Anuj Shetty
CA.Finance
15 min.
connect
Anuj Shetty
Deloitte| CA | Commerce graduate(B.com) | 11k+
connect
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first goal
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Stocks
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Chapter
Watch time
11 mins
Need to Invest
02
Start with this module if you are a market newbie. This module will help you understand the market basics including IPO markets, commonly used jargons, tradingterminal, and market events
quick reads
Important Mutual Fund metrics when picking mutual funds
Oct 10th
10 min Read
Anuj Shetty
CA.Finance
15 min.
Users can access various features, including updates on upcoming events, insights shared by mentors on the current market, and posts from mentors covering different finance-related topics. Additionally, users can customize their feed content to suit their preferences.
Users can connect with mentors based on their investment preferences, the companies they are interested in, or the mentor's content and credibility.
Users can also track their progress across various topics, with learning structured through diverse approaches such as live sessions, quizzes, and videos.
Mentors can stay engaged with the app by keeping themselves updated on the latest news and market trends.
The Grow feature enables users to learn any topic covered in a post from the ground up, presented in a clear, step-by-step format.
