Welcome to Investwell Release Notes. We are pleased to inform you about the updates being made to our software this week.

Read through and stick around till the end to know about the exciting changes made

by us just for you.

Feature Updates

1. Portfolio Overlap – Improved & Relocated:-

• The "Portfolio Overlap" tool has been upgraded and relocated, It is now available inside Scheme Compare under the same Utilities menu.

• The tool now supports comparing up to 10 schemes, allowing users to analyse the overlapping of multiple schemes.

• Previously, it was limited to only 2 schemes.

• This upgrade gives users a broader comparison of scheme overlaps, helping them make more informed investment decisions.

• Where to Find:

  • Login to Investwell

  • Dashboard > Utilities > Scheme Compare > Portfolio Overlap

 The Overlapping comparison is shown in grid format, once clicked on any of the grids, it opens up a more detailed view comparison between the 2 specific schemes.

2. Introducing SIP Step-Up in NSE:-

• We have introduced the "Add Step-Up" option in SIP transactions. This feature allows users to automatically increase their SIP amount at regular intervals. Investors can choose to step up their SIP half-yearly or yearly as per their preference.

• This update enables investors to gradually increase their investment contributions over time, aligning with their financial growth and goals.

• You can "Add Step Up" in new investments as well as in current investments through additional transactions.