Welcome to Investwell Mobile App Release Notes. We are pleased to inform you about the updates being made to our app this week. Read through to discover the exciting changes we’ve made just for you.
Featured Updates
Improved Capital Gain Realized Reports
Capital Gain Realized reports just became more convenient!
You can now view Capital Gain Realized reports for FY 24–25 & FY 25–26 directly on the screen in the Mint app! Previously, the in‑app view stopped at FY 2023–24, and you had to download the newer fiscal years.
No extra steps—reports for FY 2024–25 and FY 2025–26 are now viewable on screen in the latest update.
Future financial years will also be supported for the onscreen view without any issues.
Where to Find:
Investor Homescreen > Menu > Capital Gain Realized
Improved Filter Functionality in “My Journey So Far”
We’ve enhanced the “My Journey So Far” experience by extending filter functionality.
Earlier, filters only applied to the Investment Journey graph. Now, the filters will also be reflected in the Investment Snapshot section, ensuring consistency across both views.
Where to Find:
Investor Homescreen > Menu > Capital Gain Realized
Factsheets Now Show Multiple Fund Managers
Factsheets now display multiple fund managers on the screen. While the names of multiple managers were previously available in the PDF version, they are now visible directly on the screen as well.
Where to find:
Investor Homescreen > Top SIP Schemes > Choose a scheme
Only Investable Schemes Displayed During Transactions
To save time and improve efficiency, brokers will now see only the investable schemes, rather than all possible options. This ensures brokers focus on the relevant schemes in which they can transact.
The displayed schemes are mapped according to AMC vs ARN, allowing brokers with multiple ARNs to select the appropriate ARN for transactions in the respective AMC.
Issue Reported: A user reported that when logged in as a broker, hopping into a client dashboard, creating a goal, and then deleting it, caused the system to log them out automatically.
Issue Resolved: Our development team has fixed the bug. Now, when deleting a goal, the user will not be logged out unexpectedly.
To create a goal:
Investor Homescreen > Goal-Centric Investment Planning > Set New Investment Goal
Fixed Issue with ARN Number Selection in NSE Investments
Issue Reported: A broker reported that after logging in and navigating to a client's dashboard to select an ARN for making an investment in NSE, the wrong ARN was selected.
Issue Resolved: Our development team has fixed the bug. Now, the correct ARN chosen by the broker will be applied during the investment process in NSE.
To transact in NSE:
Investor Homescreen > Menu > Transact Now > Select NSE > Select Profile > Select ARN no & Select Scheme
Fixed Issue with NSE Mandate Date
Issue Reported: A broker reported that when selecting a mandate on the 1st of a month, the auto-filled end date showed as “00-MM-YYYY”, which is not possible since "00" is not a valid date.
Issue Resolved: Our development team has fixed this issue. Now, when selecting the 1st as the mandate date, the end date will automatically be populated as “31-MM-YYYY”.
Where to find:
Investor Homescreen > Menu > Investment Profiles > Select NSE > Create or Select a Profile > Mandate Creation >
Prashant Verma
Welcome to Investwell Mobile App Release Notes. We are pleased to inform you about the updates being made to our app this week.
Read through to discover the exciting changes we’ve made just for you.
Featured Updates
Improved Capital Gain Realized Reports
Capital Gain Realized reports just became more convenient!
You can now view Capital Gain Realized reports for FY 24–25 & FY 25–26 directly on the screen in the Mint app! Previously, the in‑app view stopped at FY 2023–24, and you had to download the newer fiscal years.
No extra steps—reports for FY 2024–25 and FY 2025–26 are now viewable on screen in the latest update.
Future financial years will also be supported for the onscreen view without any issues.
Where to Find:
Investor Homescreen > Menu > Capital Gain Realized
Improved Filter Functionality in “My Journey So Far”
We’ve enhanced the “My Journey So Far” experience by extending filter functionality.
Earlier, filters only applied to the Investment Journey graph. Now, the filters will also be reflected in the Investment Snapshot section, ensuring consistency across both views.
Where to Find:
Investor Homescreen > Menu > Capital Gain Realized
Factsheets Now Show Multiple Fund Managers
Factsheets now display multiple fund managers on the screen. While the names of multiple managers were previously available in the PDF version, they are now visible directly on the screen as well.
Where to find:
Investor Homescreen > Top SIP Schemes > Choose a scheme
Only Investable Schemes Displayed During Transactions
To save time and improve efficiency, brokers will now see only the investable schemes, rather than all possible options. This ensures brokers focus on the relevant schemes in which they can transact.
The displayed schemes are mapped according to AMC vs ARN, allowing brokers with multiple ARNs to select the appropriate ARN for transactions in the respective AMC.
Set AMC vs ARN mapping:
Web Login > Broker Dashboard > Settings > AMC ARN Mapping
Bugs Resolved
Fixed Issue with Deleting Goals
Issue Reported: A user reported that when logged in as a broker, hopping into a client dashboard, creating a goal, and then deleting it, caused the system to log them out automatically.
Issue Resolved: Our development team has fixed the bug. Now, when deleting a goal, the user will not be logged out unexpectedly.
To create a goal:
Investor Homescreen > Goal-Centric Investment Planning > Set New Investment Goal
Fixed Issue with ARN Number Selection in NSE Investments
Issue Reported: A broker reported that after logging in and navigating to a client's dashboard to select an ARN for making an investment in NSE, the wrong ARN was selected.
Issue Resolved: Our development team has fixed the bug. Now, the correct ARN chosen by the broker will be applied during the investment process in NSE.
To transact in NSE:
Investor Homescreen > Menu > Transact Now > Select NSE > Select Profile > Select ARN no & Select Scheme
Fixed Issue with NSE Mandate Date
Issue Reported: A broker reported that when selecting a mandate on the 1st of a month, the auto-filled end date showed as “00-MM-YYYY”, which is not possible since "00" is not a valid date.
Issue Resolved: Our development team has fixed this issue. Now, when selecting the 1st as the mandate date, the end date will automatically be populated as “31-MM-YYYY”.
Where to find:
Investor Homescreen > Menu > Investment Profiles > Select NSE > Create or Select a Profile > Mandate Creation >