Mobile App Release Notes 05-02-2024

Mobile App Release Notes

  1. Introduced Riskometer in Factsheet:

Gain deeper insights into mutual funds with the new Riskometer feature integrated into the Factsheet. Evaluate the risk associated with mutual funds at a glance, helping you make informed investment decisions. 

To view:

Navigate to the bottom section of the Factsheet of any mutual fund to find the newly added Riskometer, ensuring you have the latest version of Mint by Investwell.


  1. Educate Investors with Custom Links:

Advisors can now enhance communication and education by adding custom links directly to the Investor Dashboard. Share relevant articles, educational resources, and important information to keep investors informed and engaged. This is available to custom mobile apps only.

Follow the below steps to add custom links:

Login to Investwell on web >> Settings >> Mobile App Configuration >> Custom Links

This Screenshot Shows how the custom link will appear on the Investors Dashboard


  1.  ELSS Investment Reports for Family Head:

We have introduced a new feature through which the family head can download the ELSS statement of their entire family as well 1 family member at a time.

To view:

Open Mint app >> Go to investor >> Menu >> ELSS Investments



  1. Reset Password with Ease

Reset your password with ease in the latest update. 

Once you click on “Forgot Password” and fill in your login ID, you will receive a mail with the reset link. The reset link will redirect you back to the app, where you can conveniently set a new password.



Once you have reset your password, the app will ask you to return to the login screen from where you can log in to your account.
In case the link gets expired or you are visiting the link again after resetting your password the app will ask you to generate the reset link again.


  1. Fixed Excel Download in Unrealized Capital Gain Report

We have fixed the issue of the Excel file of the Unrealized Capital Gain report. Earlier after downloading the Excel file users reported that they were unable to open the file, Our Development team has rectified the bug associated with it and now the Excel file can be accessed without any errors.

To Download the Report

Open Mint app >> Go to investor >> Menu >> Capital Gain Unrealized >> Export Type >> Excel


  1. Fixed Issues in Financial Calculators

We've resolved the issue where exiting any financial calculator would reset the screen. Upon re-entering the home screen, now you'll be brought back to the exact state where you left off in the financial calculator, ensuring continuity in your workflow.


  1. Fixed issue in AUM Filter

We've fixed an issue where the AUM filter was not returning valid results if left unapplied. Now, even if you don't apply the AUM filter, you'll receive relevant results.


  1. Improved My Insurance

We've refined the "My Insurance" screen for better clarity. Previously, both Life Insurance and General Insurance tabs were displaying all policies entered in the system (both active and inactive).  Now, we've streamlined it to show only Inforce and Paidup for Life Insurance and In the Case of General Insurance only Active insurance will be displayed in the list. This backend filtration enhancement ensures users can easily access relevant data according to their requirements

Additionally, the Next Premium Date and Maturity Date labels are now correctly displayed


9. Fixed Crashes & Bugs

We've identified and resolved various issues causing crashes within the app.

Enjoy a more stable and uninterrupted experience while using Mint by Investwell.

10. Optimized Response & Performance of App

Experience a more responsive and agile app, ensuring quicker navigation and seamless interactions.

Enjoy reduced loading times across various sections, making your wealth management tasks more efficient.

Thank You!

For using our product and being part of our valued user community. We greatly appreciate your support and the feedback you have provided, which has been instrumental in shaping our product. We value your input and would love to hear your feedback on this latest release. If you have any suggestions, ideas, or experiences to share, please let us know. Your feedback plays a crucial role in shaping our product and ensuring it meets your evolving needs.

Investwell Team

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