BITS Hyderabad Consulting Group · 2022–2023
Financial-planning tools for a B2C startup
Product and go-to-market work for people at different financial life stages.
My role Co-led a seven-member team · meeting coordination, technical design and delivery
Context
Our team worked with a B2C financial-planning startup serving users from first-time earners to pensioners. The engagement combined product design and go-to-market strategy.
Decision
We translated the planning scope into a Goal Calculator and Risk Profiler. I co-led the team and owned meeting coordination, technical design and delivery.
Outcome
The features went live on the client’s platform. No adoption or conversion figures are claimed.
Evidence & scope
The résumés identify the two tools and delivery to the client platform. Team size and my responsibilities were clarified directly for this portfolio.
A closer look
Open the parts you want to explore.
Product and delivery together
The engagement joined feature definition with go-to-market recommendations. My ownership covered coordination, technical design and delivery; this does not imply I individually coded the complete client platform.
Source notes
Product and finance résumés and my direct clarification. Client identity is described anonymously by sector and product. No client-interface reproduction is included.