Problem statement :

Create a PRD for User Onboarding Process at Binvestt keeping RBI guidelines and norms in mind.

Documents to be referred to :

Context : Overview & Pre-requisites

About Binvestt

Binvestt is a cutting-edge investment platform that enables users to access a wide range of financial products conveniently and efficiently. Binvestt integrates with multiple financial institutions and offers a seamless interface to users, allowing them to invest in various products such as fixed deposits, mutual funds, digital gold, and more.

For Who?

Assumptions :

This PRD is being created assuming that the Binvestt has been already being in use by a Fin-Tech company and leveraging its products and services to the users of this company. Let’s call this dummy Fin-Tech company as PocketPortfolio.

About : PocketPortfolio

PocketPortfolio is a B2C platform like Groww that empowers individuals to take control of their financial futures by providing a user-friendly platform that offers a wide range of investment opportunities. Whether users are looking to invest in Fixed Deposits (FD), Mutual Funds, National Pension System (NPS), or other investment avenues, PocketPortfolio has it all covered.

PocketPortfolio has integrated with Binvestt- a ready-made platform which offers various investment options to users with user-friendly interface. PocketPortfolio wants to ensure that there should be a safe and secure onboarding process for users when they choose to invest on their platform with Binvestt.