Nidhi Mitra

Portfolio tools for Indian mutual fund investors

The research and planning behind a product that helps retail investors understand risk, cut overlap and make portfolio decisions without paying for advice.

Slide deck · 13 slides

What the Market Is Missing

What 1,628 investor threads and a 15-competitor audit say about unmet needs, and where to build first.

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Slide deck · 2 slides

Why Nidhi Mitra, and the roadmap

The principles behind the product, and three phases: analytics tools, research, then low-cost money management.

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Product requirements

Scope of Work: Goal Planning App

User stories, the 18 screens, key flows and what is out of scope for the goal planner.

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