About 60% of relationship managers opened the first newsletter

Users: 600 relationship managers in Private Wealth. Team: 4, working with Product Ops, Marketing, design and engineering. What I owned: the Private Wealth roadmap, from RM focus-group follow-ups to a themed quarterly plan and a monthly product newsletter I started.

FundsIndia's platform grew up retail-first and mutual-fund-first. Private Wealth serves high-net-worth clients through a network of 600 relationship managers.

• In focus groups, relationship managers said clients who held only AIF or PMS couldn't be onboarded, because a mutual-fund account was mandatory.

• One corporate account took weeks to open.

• Non-resident tax declarations were still on paper.

• SIPs couldn't be paused or changed.

• There was no structured way to rank these pain points, and relationship managers couldn't see what happened to their feedback.

• Relationship managers are both users and distribution. What they can't do, clients never see.

• People only keep giving feedback if they see it acted on. The loop needed a visible output, not just a backlog.

• Problems cluster by lifecycle stage. Grouping by stage turns item-by-item debates into visible tradeoffs.

• Work down the list by the loudest request. Quick, but it favours whoever complains most and hides the tradeoffs.

• A theme-based quarterly roadmap. This is what we shipped. Four themes: Onboarding, Core Investment Journeys, Reports and Servicing, and Enabling and Learning. The cost is that most items wait, so the queue had to be shown openly.

• Onboarding first, with an AIF or PMS-only login as priority 0, because it blocked revenue outright while other items only slowed it down.

• Not done: promising everything. Only a subset of the feedback made the quarter.

• I followed up on the focus groups and took ownership of re-examining the SIP lock rule with compliance and tech.

• I built the quarterly Private Wealth roadmap, with competitor onboarding benchmarks and targets.

• I ran a relationship-manager feedback session on 18 March 2026 to test the priorities.

• I started a monthly Private Wealth newsletter to close the loop. I designed the format. Product Ops and Marketing produced it.

• A subset of the feedback made the quarter. Some of those items shipped, and the rest were queued for the following months.

• It reached the relationship-manager list. Almost nobody clicked.

• Onboarding status on the dashboard reached 45% daily use among relationship managers. That figure is from the same period, and it is not a result of the newsletter.

• At that review, most of the Advisor Productivity pillar was marked complete. That is a delivery status, not a result of the newsletter.

• Opens without clicks mean awareness, not action. Later editions should link each item to where relationship managers use it.

• Report outcomes each quarter, such as onboarding time and query volume, not just items shipped.

• Add a simple impact score to each feedback item, so relationship managers can see why something was or wasn't picked.