Shiv Says Hi

Case files

Shipped work

  1. 01FundsIndiaLong-term retention value rose 12% once the tax showed before the clickI redesigned the redemption journey so clients saw the tax, the exit load and a loan option before they confirmed. Long-term retention value rose 12%, and loan exploration at redemption went from about 6% to 9.5%.
  2. 02FundsIndiaOne view of every Private Wealth portfolio, and daily use rose 47%Every Private Wealth holding in one place, for the client and their relationship manager.
  3. 03FundsIndiaRelationship managers now spend 6.1 minutes in the dashboardReports, alerts and a client's onboarding status, in the dashboard relationship managers already use.
  4. 04FundsIndiaAbout 60% of relationship managers opened the first newsletterRelationship-manager feedback ranked into a quarterly roadmap, with a newsletter so they can see what happened.
  5. 05KettoOne checkout let donors support several causes at onceDonors could support several healthcare causes in a single transaction.
  6. 06KettoA monthly gift, set once, instead of a new payment each timeRecurring donations, specified with a checklist instead of a long PRD.
  7. 07KettoA white-label application for about 86 NGO partnersAbout 86 NGO partners needed a white-label solution, and it lifted sales 300%.
  8. 08FundsIndiaOnboarding for clients who hold only PMS or AIFThe requirement, from the RM focus groups through the roadmap to launch in Jun 2026, then the edge cases after launch.
  9. 09Shipped · InternshipElasticRun sales enablement (opens in a new tab)Interviewed about 100 sales agents and 30 shopkeepers, rejected GPS tracking on cost, and piloted QR store check-ins.

Proposals and take-home assignments

  1. 01Take-home · not shipped · 1 Sep 2024Wealth Tech Quarter-Roadmap (opens in a new tab)A proposal for an MVP that would pull external portfolio data in through Account Aggregator. This was a take-home assignment, not shipped FundsIndia work.
  2. 02Take-home · not shipped · 1 Sep 2024Tech Quarter-Roadmap (opens in a new tab)A proposal for a quarterly roadmap on onboarding and repeat investment.
  3. 03Proposal · not shipped · May 2025Building a BRSR calculation tool (opens in a new tab)A proposed modular product for Recykal to simplify BRSR Core value-chain reporting for suppliers and ESG teams. Targets only. Not shipped.