Punch AIF and PMS orders directly in the app. Access new Corporate Action Reports. View Profile: Improved design and performance. Bug Fixes: Improved stability and performance.

MarCom Ecards: New Ecards feature introduced. Enhancements: General bug fixes and performance upgrades.

Added new social media banners in Marcom. Improved overall app performance and stability.

Squashed bugs for better performance and stability.

Added Client Birthdays feature in Marcom. Introduced Bonds onboarding and order punching. Squashed bugs for better performance and stability.

• Added a new Partner Tab in the Advisory Dashboard. • Integrated RIA for transactions and enhanced payment screens. • Bug fixes and performance improvements.

Bug fixes and performance improvements

Bug fixes and performance improvements

Seamless Mutual Fund transactions with OTP/secure-link consent and UPI/NetBanking payments. Streamlined Mutual Fund onboarding with digital KYC, consent collection, bank verification, compliance validation, and mandate management. Completely redesigned Help Desk with FAQs, ticket tracking, and ticket reopening. Enhanced Brokerage Summary with visibility into 4 brokerage cycles instead of 2. Performance improvements, stability enhancements, and bug fixes.

Introducing the new Brokerage Summary module for better brokerage insights. Holding Report graphical view now includes REITs and INVITs allocation for enhanced portfolio visibility. Added live SIP, STP, and SWP cards to the Advisory Dashboard for quicker access to investment insights. Performance improvements and bug fixes for a smoother experience.

Improved onboarding experience for NRI users with simplified validations. Added SIF support to features like Compare Funds, Product Listing, Performance Matrix, Add to Cart, Dashboard widgets, and Factsheet. Performance improvements and bug fixes for a smoother experience.

Nominee details are now displayed in the transaction journey. Added Category and Reinvest filters in the transaction journey for easier scheme selection. Bug fixes and performance improvements.

Added transaction type filter in Valuation Report email flow for better report sharing. SWP calculator now supports inflation rate input for improved planning. Client dashboard now shows total realized gain and loss details. Clear message shown when selecting Held Away folios during transactions. Joint holder mobile number is now optional for NRI users. Bug fixes and performance improvements.

MF Order Punching functionality added. Sorting added in Holding Reports for better usability. Mandate process revamped with draft save functionality. Bug fixes and performance improvements.

SIF Transaction Journey introduced and will be rolled out in phases. SIF details now added in the Partner Empanelment section. Bug fixes and performance improvements for a smoother experience.

Added RTA and NSE filters in Consolidated Systematic Reports for better report segmentation. Introduced Financial Year filters across reports for easier time-based analysis. Bug fixes and performance improvements for a smoother experience.

Specialized Investment Funds (SIFs) are now visible across reports and dashboards. Valuation Report revamped with an enhanced grid view for clearer insights. Systematic Valuation Report updated with improved grid view for better investment tracking. Partner Empanelment journey redesigned for a smoother onboarding experience. General bug fixes and performance improvements.

Specialized Investment Funds (SIFs) are now visible across reports and dashboards. Valuation Report revamped with an enhanced grid view for clearer insights. Systematic Valuation Report updated with improved grid view for better investment tracking. Partner Empanelment journey redesigned for a smoother onboarding experience. General bug fixes and performance improvements.

Holding Report now includes enhanced grid and graphical views for clearer portfolio insights. Capital Gain Report updated with improved grid and graphical views for easier gain analysis. FD Dashboard upgraded with UI improvements and better data presentation. General bug fixes and performance improvements for a better overall experience.

Login and Biometric Login flows have been revamped for a smoother, more secure experience. SIP reports now display the total SIP amount for improved investment clarity. Real Estate Dashboard updated with a refreshed and more intuitive UI. Users can now edit Joint Holder and Guardian details from the View Profile section. General bug fixes and performance improvements for a better overall experience.

Bug Fixes & Improvements

Scheme selection is now synced across Fresh Purchase and Additional Purchase for smoother transactions. Important details are now clearly highlighted on the transaction confirmation screen. Portfolio Analysis screens updated with standardized UI and multiple bug fixes. General performance improvements and bug fixes for a smoother experience.

Bug Fixes & Improvements

Bug Fixes & Improvements

Improved transaction reports with enhanced grids, charts, and email/download options. Revamped Add to Cart module for smoother order placement. Added Ticket History module to track past support requests. Order retry mechanism added for more reliable transaction processing. Bug fixes and performance improvements.