We're excited to share some updates that we believe will make your day-to-day smoother and help you serve your clients better.

Faster UPI Payments on Mobile

We've streamlined the UPI payment experience for lumpsum investments. Instead of manually entering UPI IDs, clients can now select their preferred UPI app directly from the proposal screen - the app opens automatically, they approve, and the payment is done instantly.

We've also improved error handling and messaging on the payment screen based on your feedback, making the entire flow more intuitive and reliable.

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New Resources Section & Navigation Updates

We've introduced a dedicated Resources section that consolidates client decks, posters, and brochures in one easy-to-access place. You'll now find it in the bottom navigation for quick access.

You can now add your own logo to client decks. Every page of the PDF will carry your branding, helping you present a more personalised and professional proposal to your clients.

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Instant Health Insurance Premiums

No more "Premium loading..." delays. We've streamlined the entire flow so premiums appear right away - smooth, fast, and exactly how it should feel.

Monthly Performance Emailer

Starting this month, you'll receive a performance summary email on the 5th of every month with key metrics including AUM overview, MF sales, SIP performance, new client additions, and recent trends. A simple way to track your progress and stay on top of your business.

Here's to growing together. We're constantly evolving to support your success, and there's more coming soon. Stay tuned for next month's updates.

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