Kimi Rana

Built for Investors and IFAs for no more guesswork.

Built for Investors and IFAs
for no more guesswork.

Within three months of launch, IFAs reviewed ₹17 Cr worth of client portfolios.

A redesigned proposal review flow that helped IFAs review ₹17 Cr in client portfolios within 3 months of launch.

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Groww Multicap Fund

Equity | Muticap | Very High Risk

₹11.75

+1.57 %

Groww Multicap Fund

₹11.75

Parag Parikh Flexi Cap Fund

Equity | Flexicap | Very High Risk

₹91.46

+0.47%

Parag Parikh Flexi Cap

₹91.46

What is Dhan Saarthi???

Dhan Saarthi connects investors with independent financial advisors (IFAs), turning portfolio audits, goals, and timelines into a curated plan they can act on with confidence.

My Role

Product Designer

Found where trust broke - right before the investment happened.

Problem

Investors trusted their IFA's advice, but couldn't act on it — because the exact fund being recommended got lost in chat, buried among near-identical fund names across different categories.

One shared cart, not a hundred messages

Solution

A structured, guided flow that replaced scattered conversations with one shared process - built on trust, not guesswork.

Other Features That Made the Product Worth Using

Other Features

The impact, in numbers

Impact

Measured outcomes within three months of launch.

0CrAUM Supported

0CrPortfolios Reviewed

0LakhSIP Book Launched