Feature Updates

Holdings Distribution & smallcase Categorisation
We are excited to share that we have improved the current market cap distribution and subsequent smallcase categorisation implementation, to make it more co...
Fri, 24 May, 2024 at 10:19 AM
FAQs on the User Consent Implementation
This article is aimed at helping answer queries about the user consent implementation for accessing performance on the smallcase platform. 1. What is the...
Tue, 9 Apr, 2024 at 8:31 PM
Preventing subscriptions under two different fees structure
We have introduced a feature aimed at automatically preventing the users from subscribing to Registered Investment Advisors (RIAs) under two distinct fee st...
Thu, 23 May, 2024 at 10:51 AM
Verifying Identity of a User
In line with our objective of constantly working towards enhancing our security systems and processes, we would be rolling out an additional identity verifi...
Thu, 14 Dec, 2023 at 1:05 PM
Improvement to smallcase rebalance algorithm
Background Based on feedback from managers, it was observed that in the case of users with very high value invested in smallcases (20 lakhs and above), the...
Tue, 16 Jan, 2024 at 12:41 PM
New Rebalance Flow changes for Kite
Background Since brokers only provide 80% of the funds immediately and 20% at T1, most rebalance orders need to be repaired after execution, in case the us...
Tue, 16 Jan, 2024 at 9:46 AM
Customize Risk Profiling
Managers using the Investment Adviser module can customize the risk profiling with two key functionalities: 1. Customizing the risk profile questionnair...
Mon, 12 Feb, 2024 at 11:22 AM
Buy Order Flow Changes
User Experience Research on the Buy Flow showed many users were overwhelmed by the amount of information provided on the Buy screen.   In the previous v...
Tue, 6 Jun, 2023 at 12:19 PM
Notification Nudges on Publisher Platform
In order to improve the user experience for smallcase investors, multiple product features have been introduced in an attempt to reduce the errors that user...
Mon, 23 Oct, 2023 at 3:09 PM
Reconciliation Nudge Before Rebalance Order
When a user who has bought the stock through smallcase sells the stock directly on the broker’s website, it is not automatically reflected in smallcase...
Tue, 6 Jun, 2023 at 12:10 PM