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Aditya Birla Mutual Fund KYC Portal

Streamlining Digital Wealth Entry: A Frictionless End-to-End e-KYC Journey for Investors
Client
Aditya Birla Capital MF
Year
2024
Design Tools
Figma
Claude
Clevertap
UseBerry
ChatGpt
Objectives
The objective was to design a seamless, industry-compliant digital onboarding portal that transforms the complex "Know Your Customer" (KYC) process into a guided, high-conversion experience. By integrating automated document verification (DigiLocker), real-time Video IPV, and E-Sign capabilities, the application aims to reduce manual intervention, minimize drop-offs, and empower first-time investors to become "investment-ready" in under ten minutes through a transparent, progress-tracked interface.


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