Turning complex requirements into products that ship.

01

Corporate websites for asset managers

Mutual Fund · SIF · ETF · PMS
16 live · 20+ delivered

The digital face of a regulated financial business: fund discovery and comparison, scheme detail pages, calculators, investor and distributor sections, statutory disclosures, literature and forms, service journeys.

I ran these from GAP analysis and information architecture through UX, functional specs, CMS planning, integrations, accessibility, VAPT, UAT and production go-live — balancing brand, compliance and technical feasibility on every build.

SEBI compliance · regulatory disclosures · KYC journeys · API integrations · CMS-driven content · security sign-off

02

KFintech ARYA

Conversational AI agent
Demoed at Global Fintech Fest 2026

An LLM-powered investment agent: investors explore options, understand what they hold, act on it and get portfolio insight — all through conversation rather than forms and dashboards.

I ran competitive benchmarking against other conversational agents on response quality and feature parity, shaped the use cases, and now serve as BA on the product while we demo to prospective clients — positioned as an extension of the corporate site rather than a standalone tool.

03

Wealth management platforms

Greenfield WMS + client rollouts
India & Malaysia

A wealth platform carries the whole client relationship — onboarding and KYC, folio creation, mandates, SIP/STP/SWP and lump-sum transactions, portfolio monitoring, servicing — across investors, relationship managers, distributors and back office.

I led SDLC execution on a greenfield system covering mandate creation, folio management and mutual fund transactions, then handled client onboarding, customisation analysis and go-live coordination for wealth firms across two regions. NRI, HNI, joint-holder and minor journeys each carry their own regulatory shape — FATCA, CRS, AML, suitability, consent, audit trails.

For a Malaysian client I designed private mandate and unit trust onboarding end to end — two journeys with their own regulatory and product logic, delivered alongside the India rollouts.

Structured documentation and workflow mapping in Miro cut requirement ambiguity ~40%; AI-assisted FRD drafting cut documentation turnaround ~30%. Cross-functional teams of 6–10 across development, QA and design.