Case Study

Building a Guided Trading Feature

A PM assignment done while interviewing at Pocketful — a Delhi-based fintech / discount brokerage. Covers user journey analysis, competitive research, feature ideation, and a full PRD with a high-fidelity prototype.

Dec 2025 · Product Management · Fintech

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The problem

Most trading platforms assume users already know how to invest. After a user completes KYC on Pocketful, they're shown a confirmation screen and told to wait for an email. What happens next is a drop-off — users feel uncertain, can't trade yet, and have no guidance on what to do. By the time KYC is approved, many don't come back.

The gap between completing KYC and placing a first trade is the biggest unconverted moment in a fintech app's lifecycle. Nobody owns it.

Who this is for

First-Time Investors

Primary

Fear of losing money
Confusion from jargon-heavy UI
No guidance after KYC
Anxiety around first trade

KYC-Completed but Inactive

High value

Unclear next steps after KYC
Lack of confidence
No nudges or hand-holding
Fear of irreversible mistakes

Minor UX gap caught

After completing KYC, Pocketful shows: 'We will notify you over email once it's approved.' No progress tracker. No timeline. No next step. Compare this to Groww, which shows a 3-step KYC progress indicator with estimated approval time. This was filed as a quick-win recommendation alongside the main feature.

View Post-KYC Prototype →