💸 In lending, underwriting is the product. UX is support.

PM Lending Products
(India Edition)

5 dynamics and 5 metrics for lending PMs.

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5 Dynamics

1.

Underwriting data beats UX — the product is credit risk, not just flow

2.

Collections is a first-class PM surface — recovery drives unit economics

3.

RBI rules shift the floor — Digital Lending Guidelines reshaped the industry

4.

Credit scoring is bimodal — you either have great data or you don't

5.

Trust signals matter — NBFC licensing, interest rate transparency, EMI clarity

5 Metrics

1.

Approval rate by segment

2.

NPA (non-performing assets) rate

3.

Cost of acquisition vs lifetime net interest margin

4.

Disbursement time (application to money in account)

5.

Repeat borrower rate

FAQ

Is BNPL a viable PM category in India post-RBI restrictions?

Transformed, not dead. RBI restrictions on prepaid instrument-funded BNPL forced the category to rebuild around regulated lending. Surviving players (LazyPay, Simpl) operate as NBFCs with proper underwriting. The 'buy now, pay never' distortion is gone; what remains is credit-enabled checkout which still has legs.

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