What’s New Add nominee details easily — now with support for international mobile numbers. We’ve made the NRI onboarding journey simpler and smoother. Plus, some behind-the-scenes improvements for better app performance.

What’s New Improved Information Display: We’ve refined how data is shown across all product types for a clearer and more consistent experience. Performance Upgrades: The app now runs faster and smoother with stability enhancements throughout.

What’s New Compliance Updates: We’ve made important improvements related to regulatory guidelines to keep things accurate and up to date. Smoother Performance: The app now runs more efficiently on latest technology stack. General Enhancements: Minor refinements and bug fixes for a better overall experience.

What’s New Cleaner Experience: We’ve refined the way some information is shown, so what you see is simpler and more relevant. System Enhancements: General improvements to keep the app smooth and reliable.

What’s New Better Non-MF Product Experience: We’ve enhanced the listing and details for Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) making it easier to explore and understand these offerings. Ongoing Enhancements: As always, we’re making performance and stability improvements for a seamless experience.

We've got some great updates for you! Simplified Investing: Placing an order for a cart from your RM is now even easier. The first instalment for SIP items can now be paid right when you place the order, saving you an extra step. Smoother Experience: We've worked on performance and monitoring behind the scenes to make the app run faster and more reliably.

Fixed issue of users not able to place STP and SWP admin cart orders from the app

User can now directly place the RM assisted cart order without the need to select a payment mode. The payment mode selected by RM will be automatically applied to the order. Fixed an issue where an RM onboarding pending customer was not being shown the correct information when there were multiple sessions logged in. Fixed a minor issue where customers were not able to redeem or switch between funds.

Customers are now informed about making purchase transactions which are above their identified risk levels. Customers are shown proper steps to authorize access to Aadhar & PAN access inside digital KYC journey of digital locker for successful, seamless and authenticated digital KYC experience. Customers are now clearly shown messages and redirections for approving their investment account applications created by the Relationship Manager Regular performance and functionality improvements.

User can now place RM cart order for all their accounts without the need to changing the primary account User can now tag a RM to their account from their app if they do not already have a RM Improved details of investments on the dashboard clearly segregating their invested amount for different products Minor issues in NFO listing have been fixed

Users can now select their banking partner upon sign up Text Scaling Issues with accessibility were resolved Option to add passport details for the Nominee Updation is now available

Compliance changes associated to Nominee Details for Mutual Fund Transactions Importing Mutual Funds has been made more intuitive for the users from the Investment Tab Profile view for the customer is now segregated to better portray account level information Users can now switch between accounts and family members to view MF holdings only Users can now see the details of Non Convertible Debentures in their portfolio Other process and performance improvements + bug fixes

External fund sync account is now clearly indicated for better transparency Family accounts are neatly separated to simplify dashboard selection Payment screen UI is enhanced for smoother mode selection Mutual fund holdings are shown at a parent level for easier tracking Users are alerted when logged in on multiple devices for security Seamless switching between linked accounts Held vs held-away portfolios are clearly marked Scrollable sections now have visual cues for easier navigation

- XIRR of Offshore products is now visible in holdings list - Security enhancement by intuitive prompting for biometric authentication enrollment - Improved discovery of carts created by your Relationship Manager - Users can now sync additional demat accounts from NSDL & CDSL if one account is already synced - Details of Bonds, Structured products can now be viewed from portfolio - Other subtle process improvements and enhancements

Display family portfolio by default on dashboard View personal networth split across multiple accounts Switch & Redeem Cart fixes and improvements Other user experience and performance improvements

All-New Investing Experience! Experience a unified dashboard to track your mutual funds, assets, and offshore holdings all in one place. Import mutual funds with just a click using OTP verification! Get real-time insights, personalized alerts, and manage investments with ease. Automate SIP/STP, analyze with Portfolio X-Ray, and align investments with your goals. With biometric login, expert support, and much more, investing has never been this seamless and secure!

Bug fixes and Improvements

Bug fixes and improvements

New Logo Updated , Minor Bug Fixes

Regulatory changes pertaining to Nominee opt in Opt out

Dashboard filter for holdings added, Regulatory changes and Minor Bug fixes done

Minor bug fixes, UI/UX Changes, RIA Details removed

Biometric login, Sip Calculator and OTM registration added, known bug fixes

Minor UI/ UX changes , known bugs fixed

Minor UI changes & Bug fixes