New Features Meetings Schedule, reschedule, and cancel portfolio review meetings directly inside the app. Opens your advisor's live calendar with available slots. Access from the Meetings tab in the Quick Access section. MF Portfolio Reports Request a personalised Mutual Fund portfolio report for any month in the past year. Once generated, you can View it in-app, Download it to your device, or Share it via WhatsApp, email, etc. The report status updates in real time — you can navigate away and come back when it's ready. Report a Data Issue Found incorrect data in your portfolio? Use the new "Report Data Issue" option to flag it directly to your advisor with context about your device and what you were viewing. Access from the Support tab. Ask a Question Submit questions to your advisor directly from the app and receive answers in-thread. Access from the Support tab. Action Required Card A new card appears on your home screen when your advisor sends you a time-sensitive reminder — such as scheduling a portfolio review or approving an order. Tapping the action opens the relevant screen and clears the reminder automatically. Admin: Meeting Notes & Answer Questions Winrich team members see an additional Admin section on the home screen with quick access to Meeting Notes and the Q&A answer flow. Improvements Redesigned Quick Access Section Actions & Support is now a tabbed card — Reports, Meetings, and Support — making it easier to find what you need. Market Analysis (formerly Broadcast Messages) is now in the Reports tab. Sign out has moved to a dedicated row at the bottom. Investments Page Returns now display correctly for the current month and 1-year views. Family account product icons load reliably. Login & Session Login sessions now persist for 7 days — you won't be signed out between app opens. Fixed a login loop that affected some accounts on first launch. Reset Password (iOS) Password reset now works correctly on iOS.

Bug Fixes & Improvements (1) Reset Password fixed on iOS — "Invalid email" error when resetting password on iOS has been resolved (2) Investment Philosophy PDF — Document now displays full-screen instead of a small frame; download/share button added (3) Investor filter on all product pages — Family accounts can now filter by individual investor across Mutual Funds, Equity, Vested, SIP, Bonds, PMS, Commercial Property, and Insurance

What's New in Version 2.8.0 New & Improved (1) Redesigned Investments page — new portfolio donut chart, family member breakdown bars, and a cleaner Invested vs. Current Value summary card (2) Smart update prompts — the app now notifies you when a new version is available, so you're always on the latest experience (3) Bond portfolio values now display as whole numbers for a cleaner view Bug Fixes (1) Fixed a double loading spinner on the PMS and Commercial Property pages (2) Fixed logout experience — no more blank screens or unexpected navigation when logging out (3) Fixed logout navigation to correctly clear the session and return to the login screen Other Changes (1) Renamed "Data Issues" to "Report Data Issue" for better clarity (2) Updated Learn More page with the latest Winrich investment philosophy (3) Removed Fixed Deposit and Liquiloans from the active product list

Relationship Manager Access: Quick access to contact the Relationship Manager for asset-related queries. FAQ Section Introduced: Commonly asked questions are now available for easy reference. Meeting Insights: Customers can view meeting-related insights in the new Meetings section. Fund Transaction Notifications: Detailed fund transaction updates are now available in the Messages section.

-Added a new Questionnaire page for structured user inputs. -Introduced Associate Rating to provide feedback on associates. -Added Meeting Reminder dialog for upcoming discussions. -Improved Equity Insight pages for a smoother experience. -Added toggle to switch between Family and Personal AUM data.

- Inclusion of equity insight page Includes portfolio info, market cap, and industry distribution -Support for PDF, PPTX, XLSX file uploads in the ticket section. -Minor UI enhancements and performance improvements.

Media in Tickets: Upload images, docs in the ticket section for better issue reporting. Market Analysis: View market trends and insights directly in the app. RM Name: Relationship Manager’s name is now displayed in profile section. Asset Allocation Editing: Customers can now view and edit asset allocation percentages directly in app.

Enahncement in notification flow

Updated Ticket Management: Enhanced UI and search for efficient ticket handling. Notification System: Real-time alerts for ticket updates and status changes. Minor bug fixes

Voice based feature inclusion in feedback page Better customer ticket management Performances fixes

Inclusion of Asset Analysis data

1. Inclusion of month name in SIP’s 2. Added field “Total Investments” that displays overall investments of family members 3. Included new products namely HDFC, BSE and Ask PMS 4. Feature to setup meetings with management team using calendly links