Findola
Findola is an app t built to help its customers with a guided experience in mutual fund investing. It caters to investors by offering intuitive investing DIY, goal-planning and expert assistance throughout their investment journey. The platform focuses on simplifying complex investment decisions through a seamless onboarding process, complete portfolio visibilitye. Findola’s mission is to democratize access to smart wealth creation.
Findola
Case Study
The app was designed as a unified platform to simplify all mutual fund-related activities. It enables quick and compliant digital onboarding, supports smart goal-based investment flows, and offers a rich exploration experience across all mutual fund categories. To enhance user engagement, the platform includes features like free financial review sessions through Calendly and real-time assistance via a dedicated Client Growth Manager.
Overview
and plan ahead
The project followed a modular and iterative development approach, starting with user research to identify client requirements and investor pain points. This led to the design of intuitive UX flows and self-contained modules—onboarding, investment journey, fund discovery, external imports, and support—that integrated seamlessly.
Using Agile methodology, the team collaborated closely with Findola’s stakeholders to deliver rapid, value-driven iterations. Key features included goal-based investment flows, expert reviews via Calendly, real-time support, and consolidated tracking through MF Central. Fintech Primitives was integrated for secure onboarding, KYC, and transactions, with strict adherence to SEBI compliance and data encryption standards. The result was a secure, scalable, and investor-centric mutual fund platform.
Solution and steps taken
Our team brainstormed with the client on multiple sessions and came up with an amazing solution for the platform, and below are few modules
Customer Onboarding
A fully compliant onboarding process all via Fintech Primitives.
Goal-Based Investing
Users could select from predefined goals such as Retirement, My First Crore, Long Term Wealth, Wealth Creation, or create custom goals. Based on inputs like age, expenses and monthly SIP budget, the app recommended suitable mutual funds and calculated expected future corpus using various scenarios.
Explore Mutual Funds
A comprehensive fund discovery experience allowed users to filter funds by asset category, type and returns. They could invest instantly via SIP or lumpsum.
External Fund Import
Using MF Central, users were able to import all their existing mutual fund investments into Findola. These holdings were automatically updated and displayed alongside internal investments.
Financial Review Session
Users could book free consultations with certified advisors through Calendly.
Growth Manager Support
A dedicated support system was implemented that included direct communication with a Client Growth Manager.
Results
and Conclusion
Since its launch, Findola has achieved strong traction and positive user feedback. The app has crossed 50,000+ downloads across app stores, with consistently high user engagement and satisfaction. It proudly maintains a 5-star average rating, backed by numerous positive reviews from happy customers who appreciate its ease of use and clarity.Users found the onboarding experience quick and hassle-free, with most completing it in under 15 minutes. The goal-based investment journeys helped users make more informed decisions, and the ability to import external funds significantly improved portfolio tracking.
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