Updates

Business Insights: growth opportunities and actionable client signals, all in one tab

Calculators: One Time, SIP, Goal SIP, SWP, Commissions. Shareable with clients

Updated MFCentral flow across web and apps. No manual QR upload needed

1 day portfolio change now visible across all apps

Upgraded non-individual onboarding. Faster, fully automated

Goals & Proposals module is now live on the Distributor Web App

Modify existing SIPs. Update amount, mandate or start date in one click

LTCG & STCG units now visible in Holdings and during transactions

Automated SIP reminders sent one day before installment

SIP/STP/SWP summary cards with total amount and active count on Mobile Apps

Creso Fund Insights: view rankings, key metrics and pros/cons on every fund page

AUM and returns filters in the fund screener

Cancel STP/SWP or pause and resume XSIPs in the product

External portfolio fetch now available for NRI investors

NAVs now update twice daily across all schemes

Multiple bank accounts per client, with mandates and payments across all accounts

Daily and weekly SIPs now supported. Cancel daily XSIPs from the platform

NEFT/RTGS and cheque payments added

Browse ongoing NFOs directly within the platform

New AMC empanelments: Taurus, Abakkus, CapitalMind, Samco and more

MFD mobile app is live. Manage your entire business on the go

Unique, customisable referral link for every partner

Upload e-CAS statements to import portfolios for any client type

Physical mandates supported for banks without e-mandate

Events & Notifications to track all actions from one place

Edit address, bank, nominee and FATCA from Account Centre, even after activation

One form for all non-individual onboarding: Minor, NRI, HUF, Pvt Ltd

Smarter fund search. Just type "ICICI Large" or "ABSL"

Home page now shows upcoming SIP/SWP/STP orders for the next 7 days

Dark mode for the distributor web app. First B2B MF platform in India to offer this

NRI onboarding from the web app; accounts live within 1-2 hours

Download brokerage statements for any previous month

SIP "first order today" gap reduced from 30 to 7 days

New order and payment flow now live on mobile app

Complete revamp of order and payment flow. One link for everything

Minor onboarding now supported; activation in 3-6 hours

Holdings table now shows folio-wise details with capital gains and XIRR

Switch orders from external folios into Creso folios on the platform

Fund compare with lumpsum and SIP, plus drawdown and SD metrics

Generate capital gains reports covering past and current FY with latest tax rules

HUF onboarding now live. Account activates in under 3 hours

Brokerage rate updates for ICICI, Bajaj, HDFC and PGIM

Track recent orders for all clients on the home page

Download and share holdings reports for any client, even before setup is complete

Cancel SIPs from the dashboard with single-cart authorisation

Full transaction history for any holding, including external schemes

KYC issues flagged during onboarding with direct links to validate