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We have made some changes to the “Investment Strategy Tags” component for smallcases.  The goal is to make them directly linked to the smallcase types, ...

We are excited to share that we have improved the current market cap distribution and subsequent smallcase categorisation implementation, to make it more co...

This article is aimed at helping answer queries about the user consent implementation for accessing performance on the smallcase platform. 1. What is the...

We have introduced a feature aimed at automatically preventing the users from subscribing to Registered Investment Advisors (RIAs) under two distinct fee st...

In line with our objective of constantly working towards enhancing our security systems and processes, we would be rolling out an additional identity verifi...

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...

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...

Managers using the Investment Adviser module can customize the risk profiling with two key functionalities: 1. Customizing the risk profile questionnair...

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...

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...