Aim
To understand and solve for why the KYC completed users are not placing trades in the span of 3 months
jo
Post kyc journey
How might we help users to make a decision for investment?
Set of questions asked to 12 users
5 users deposited and did not trade
7 users did not deposit after kYC success
Free brokerage reward, social media
diversification
According to the user, the market is not right.
They dont know about their next investment, which stock can give profits etc.
KRAd users investing in groww, zerodha, angel one & upstox
Non KRAd users do not have any other accounts (2).
Invest in ideas and analyst rating, rest is pretty standard, need some recommendations
Quantitative vs. Qualitative Analysis
Discuss the pros and cons of using quantitative data versus qualitative insights for stock analysis.
Technical vs. Fundamental Analysis
Explore the differences between technical analysis (price movements) and fundamental analysis (company financials) in stock market evaluation.
Short-Term vs. Long-Term Strategies
Debate the advantages and disadvantages of short-term trading strategies compared to long-term investment approaches.
Performance analysis
✅ Selected for further breakdown
Yearly to monthly performance mapping accprding to the news spread nation wise
Analysts rating enhancements
✅ Selected for futher breakdown
To enhance existing analyst rating flow, standard across apps.
Personalized recommendation
✅ Selected for futher breakdown
Personalised recommendation for stocks on the basis of returns from research and analysis.
Finalizing solution
In house research analyst : Giving users options to make decisions based on potential profit backed by Research and analysis.
Impact
49.83%
CTR @ View all
24.39%
CTR @ details
21.09%
Asset page conversion
4% to 15%
increase in KYC to Invested users
Key takeaways
There was a significant increase in deposited user after KYC completion
The users intent to return and explore potential profitable stocks increased
the above 2 points are for the users who are seeing the component at first, but the users who are not navigating to discover page are are dropping off still (might also consider bringing this component on home screen
Talking about the process I learnt how presenting things in the most simple manner can do wonders.