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Product Roadmap
🚀 Features Launched Last Month [April] 🚀
POD
Stage
Search
POD
Feature Name
Go Live date
Expected Go Live Date
Growth
MF Pre-login Homepage Migration
Apr 9
Apr 8
Growth
MF Fund listing Pages Migration
Apr 24
Apr 14
Growth
MF Cart Pages Migration
Apr 24
Apr 16
Health Insurance
My Orders - dashboard [Flutter]
Apr 11
Apr 15
Health Insurance
Claims and Buy Journey Dashboard
Apr 11
Apr 15
Health Insurance
HI Ops Communications
Apr 14
Apr 15
Health Insurance
Plans Fetching Loader - Mobile [Flutter]
Apr 11
Apr 15
Health Insurance
Gap Analysis [Flutter]
Apr 27
Apr 15
Mutual Funds
API for Client reports (phase 1) [Portfolio holding report; Capital Gain & Loss report]
Apr 1
Apr 1
Mutual Funds
Goal Calculators [Based on How much I want to Achieve & how much I wish to invest] (Homepage revamp 2 Ph2) FLUTTER
Apr 1
Apr 1
Mutual Funds
Goal calculator Enhancements & Tracking
Apr 14
Apr 14
Mutual Funds
SEO - Listing page (Growth pod)
Apr 24
Apr 14
Mutual Funds
Category name changes (Sub-category mapping - Eg: FoF(Domestic) to Silver & FoF to Gold)
Apr 3
Apr 3
Mutual Funds
Perfomance Graph Enhancements v4 (Backend)
Apr 24
Apr 24
Truepal
Physio - Journey Revamp - Phase 1 (Address and Scheduling)
Apr 1
Apr 1
Truepal
Diagnostics - Multi User Bookings - Front End
Apr 22
Apr 22
Truepal
Diagnostics - Send Services Brochure - Post Report Delivery
Apr 22
Apr 22
Truepal
Diagnostics - Send Services Brochure - Post BMI Delivery
Apr 22
Apr 22
Truepal
Service Rescheduling - Ops Panel
Apr 22
Apr 21
Truepal
Diagnostics - Packages offering to HDFC Life Employees and Family
Apr 11
Apr 11
Truepal
Physiotherapy - Set Lead form Submit Button as sticky
Apr 15
Apr 15
Truepal
Diagnostics - Spot test booking
Apr 22
Apr 22
Truepal
Ops Panel - Order Creation - DMP
Apr 22
Apr 21
Truepal
DMP - Payment Generation Link - Add Diabetes Management Program
Apr 22
Apr 21
Truepal
Truepal - Reconciliation system update (Handling HDFC Bank Format)
Apr 4
Apr 4
No results from filter
✏️ Feature Plan for Current Month [May] ✏️
POD
Stage
Search
POD
Feature Name
Go Live date
Expected Go Live Date
Delayed
ERB
Prototype for TruRewards
May 14
May 7
ERB
Prototype for Corporate NPS journey
May 14
May 14
ERB
Employee Portal - OneView
May 6
ERB
Worksite creation (Lead)
May 15
Yes
ERB
[Ops Panel] - Product configuration during corporate onboarding
May 15
Yes
ERB
[Employer] [NPS] - PRAN Approval Process
May 16
Yes
ERB
[Employee] [NPS] Corporate NPS Journey <> Edge Scenarios
May 16
Yes
ERB
[Employee] Login and Module view
May 28
Yes
ERB
[Ops Panel] - Changes to Onboarding flow - Document
May 30
FD
Fixerra MSA - Legal review
May 15
FD
Fixerra API Integration
May 30
FD
Fixerra UI customisations for Retire100 Brand
May 30
FD
Design FD Retire100 MLP - Static
May 30
FD
Develop FD Retire100 MLP - Static
May 30
Growth
MF Fund Details Page Migration
May 5
May 2
Yes
Growth
Mutual Fund Homepage Update Tickets
May 15
May 30
Growth
Retire100 Financial Calculators [May 1st]
May 15
Yes
Growth
SEO Enhancements May 1 - May 15
May 15
Growth
TruePal - Health Calculators [May 1]
May 15
false
Growth
Goal Calculator MF React
May 20
Growth
Goal Calculator Listing Page MF React
May 20
Growth
Retire100 Financial Calculators [May 15]
May 30
Growth
MF SEO React pages
May 30
false
Growth
Tax2win scheme
May 30
At Risk
Health Insurance
Star Health Offline plans disable
May 5
May 15
Health Insurance
Testimonial update via Ops Panel [React]
May 7
May 15
Health Insurance
Create API integration in Desktop [React]
May 9
May 15
Health Insurance
Separate URL for Hospital Network and Health Calculator [React]
May 9
May 15
Health Insurance
Offline Plan activation for Health Insurance from EnsuredIT Quote API
May 9
May 15
Health Insurance
Separate URL for Hospital Network and Health Calculator [Flutter]
May 16
May 15
Health Insurance
Ops Panel - Gap Analysis
May 19
May 15
Health Insurance
Ops Panel - Claim advisory
May 19
May 15
Health Insurance
Super Top Up OffLine Plan [Flutter]
May 15
Health Insurance
Disable Retire100 Health Plan on Aggregation Page
May 21
Horizontal
User Feedback Loops via Moengage
May 2
Horizontal
[React] Event Updates - Financial Calculators and other HO
May 15
Yes
Horizontal
MLP to Retire100 redirect loader
May 15
Horizontal
HI Leads, Truepal transaction information to be stored for agent view
May 15
Inside Sales
Configure Live Call Transfer for Agents in TeckInfo
May 15
Inside Sales
TeckInfo Lead Attempt count mismatch issue
May 15
Inside Sales
Zapier TeckInfo Integration for Facebook Form Leads
May 15
Inside Sales
TeckInfo Whatsapp Integration
May 30
Inside Sales
TeckInfo Lead Source Mapping
May 30
Inside Sales
Gupshup Go Live Plan - Feature wise
May 30
Inside Sales
Update Retire100 UTM expiry from 7 days to 30 days
May 30
Inside Sales
Gupshup Onboarding for WhatsApp leads
May 30
Inside Sales
TeckInfo Configurations and Setup for TruePal
May 30
Inside Sales
Add a WhatsApp widget on Retire100
May 30
Inside Sales
R100 App Download UTM capture in TeckInfo
May 30
Mutual Funds
SEO - Scheme details page (Growth pod)
May 5
May 5
Yes
Mutual Funds
Trending funds to be uploaded via ops panel utility
May 5
May 5
Mutual Funds
Making MF Sync page ready for Marketing campaign (Flutter)
May 6
May 2
Mutual Funds
Making MF Sync page ready for Marketing campaign (react)
May 6
May 6
Mutual Funds
Show CAGR/returns for the selected period on scheme detail page (React)
May 7
May 7
Mutual Funds
NFO - New fund offer (Flutter)
May 7
May 8
false
Mutual Funds
Portfolio Analytics Enhancements - Phase 1 (BE)
May 13
May 12
Mutual Funds
Create single FOLIO at AMC level for every client
May 15
May 15
false
Mutual Funds
Scheme quality analyzer graph FE changes (Flutter)
May 15
May 15
Mutual Funds
Portfolio Analytics Enhancements - Phase 2 (Design + FE)
May 15
May 15
Mutual Funds
Flutter to react - Goal Calculator in React (Non Logged-in)
May 20
May 20
Mutual Funds
Event required when any new SIP is Setup successfully
May 29
Mutual Funds
Handling of Non-Individual PAN in KYC Journey
May 29
Mutual Funds
Remove Change option after mobile number on OTP page for Syncing when KYC is already done
May 29
Mutual Funds
Update logic for when Invest Now button to be disabled with i icon & scheme details should always be visible
May 29
Mutual Funds
Client Reports (Phase 1.1) - Download option for Customer
May 29
Yes
Mutual Funds
Event required when any MF is added in Cart & Push notifications to be send when any MF is there in cart
May 29
Mutual Funds
Add See how Retire100 Rating Works on listing and scheme page
May 29
Mutual Funds
Changes for Exit load in Redemption journey
May 29
Mutual Funds
MF Dashboard - Need to update Portfolio valuation basis on latest NAV for all holdings
May 29
Mutual Funds
MF Dashboard UI minor updates to make funds tile expand on click (flutter)
May 29
Mutual Funds
Ops panel utility for content upload (HO pod)
May 30
false
Mutual Funds
Heading change - MF everyone's watching to MF everyone’s buying (React)
May 30
NPS
NPS ERB Corporate Pop Scenario Handling
May 15
May 15
NPS
NPS events configuration backlog, integrity & testing
May 15
NPS
[BE] NPS contribution support for Protean Users
May 30
Truepal
Diagnostics - Journey Revamp
May 9
May 6
false
Truepal
Diagnostics - Ops Panel Catalogue Module - Phase 1
May 9
May 6
false
Truepal
Diagnostics -Coupon & Discount System - Phase 1
May 9
May 6
false
Truepal
Diagnostics - Description and included tests update script
May 9
May 6
Truepal
Diagnostics - Grouping of Packages and Tests
May 9
May 6
Truepal
Truepal - Website Header & Footer Redesign
May 9
May 13
false
Truepal
WLP Landing Page Optimization
May 16
May 16
Truepal
Physiotherapy - Coupon & Discount System - Phase 1.1
May 16
May 21
Truepal
Dashboard: Revenue by Date & Service
May 19
May 22
Truepal
Cart & Homepage Sticky – Display Savings & Cart Summary
May 21
May 21
Truepal
Add Discount Chip to Diagnostics Home Page
May 21
May 21
Truepal
Backend – Create Secure Token-Based API for Report Sharing
May 22
Truepal
GPay Coupon Generation – Diagnostics
May 22
Truepal
Diagnostics - General Diagnostics API Integration
May 27
Yes
Truepal
Physiotherapy - Multi Booking for Physio Sessions - Ops Panel
May 27
false
Truepal
Diagnostics - Add Comparison Feature - Diagnostics Revamp
May 29
Truepal
My Reports – Web/Mobile Web User Account Section
May 29
Truepal
Implement Sticky Cart Callout Across All Pages
May 29
Truepal
Tax2Win Integration
May 29
Truepal
Truepal - Billdesk PG - FE BE
May 29
TrueRewards
TrueRewards - Phase 1
May 16
May 5
TrueRewards
Implement Core DB Schema: Organization - Products - Earn - Rewards
May 19
No results from filter
📌 Feature Updates
Go Live date
Stage
POD
Product SPOC
Tech Req.
Sprint
Search
POD
Feature Name
Key Highlights
Impact
Delayed
Stage End Date
Stage
Sprint
Expected Go Live Date
Jira Link
Go Live date
Priority
Product SPOC
Design Req.?
Figma
Tech Req.
Notes
Mutual Funds
97
Category name changes (Sub-category mapping - Eg: FoF(Domestic) to Silver & FoF to Gold)
Fund Names aliases display for easy understanding of funds
0. Live
Apr 1 - Apr 15
Apr 3
Apr 3
Yes (Mobile & Desktop)
Open
Goal calculator Enhancements & Tracking
Events for Moengage & Metabase
0. Live
Apr 1 - Apr 15
Apr 14
Apr 14
Yes (Mobile & Desktop)
Open
Perfomance Graph Enhancements v4 (Backend)
Performance and risk enhancements
Fund performance, Holding performance
0. Live
Apr 1 - Apr 15
Apr 24
Apr 24
P2
Yes (Mobile & Desktop)
Open
SEO - Listing page (Growth pod)
SEO friendly Listing pages
Yes
0. Live
Apr 1. - Apr 15
Apr 14
Apr 24
Yes (Mobile & Desktop)
Open
AMC Commission structure to be shown on Web (regulatory) Phase 1
0. Live
Apr 16 - Apr 30
Apr 30
May 2
Yes (Mobile & Desktop)
Open
Making MF Sync page ready for Marketing campaign (Flutter)
Text Changes in marketing landing page to highlight Sync instead of KYC
0. Live
Apr 16 - Apr 30
May 2
May 6
Yes (Mobile & Desktop)
Open
SEO - Scheme details page (Growth pod)
SEO friendly Scheme detail page
Yes
0. Live
Apr 16 - Apr 30
May 5
May 5
Yes (Mobile & Desktop)
Open
Trending funds to be uploaded via ops panel utility
0. Live
Apr 16 - Apr 30
May 5
May 5
Yes (Mobile & Desktop)
Open
Making MF Sync page ready for Marketing campaign (react)
Text Changes in marketing landing page to highlight Sync instead of KYC
0. Live
Apr 16 - Apr 30
May 6
May 6
Desktop only
Open
NFO - New fund offer (Flutter)
Allow customers to start investing in New fund offerings from the AMC’s. The feature will allow the customers to invest during the period (Start/ End days) and get NAV of Rs. 10
false
0. Live
Apr 16 - Apr 30
May 8
May 7
P1
Yes (Mobile & Desktop)
Open
Client Reports (Phase 1.1) - Download option for Customer
MF Customers can access to their reports from My Profile section
Yes
1. Bug Fixes In Progress
Apr 16 - Apr 30
May 29
P1
Yes (Mobile & Desktop)
Open
Suggestions for Portfolio Optimization after Sync
7. PRD required
Aug 1 - Aug 15
P1
Yes (Mobile & Desktop)
Open
Planners
7. PRD required
Aug 1 - Aug 15
P1
Yes (Mobile & Desktop)
Open
Show sync portfolio CTA based on your risk profile/suggested portfolio
6. PRD in Progress
Aug 1 - Aug 15
P1
Yes (Mobile & Desktop)
Open
Search option to be added on Listing page
7. PRD required
Aug 15 - Aug 30
P1
Yes (Mobile & Desktop)
Open
MLP to MF homepage Users event tracking issue
User conversion from MLP to MF homepage is now near 100% (which was earlier under reported at ~20% resulting in 80% drop in count of users)
false
0. Live
Feb 16 - Feb 28
Feb 13
Feb 20
Yes (Mobile & Desktop)
Open
Redemption (for App and mobile web)
Users will now be able to sell their Mutual fund holding (only the applicable funds)
false
0. Live
Feb 16 - Feb 28
Feb 15
Feb 28
Yes (Mobile & Desktop)
Open
Customer PII data encryption (metabase)
false
0. Live
Feb 16 - Feb 28
Feb 21
Feb 20
Yes (Mobile & Desktop)
Open
Mo-engage events for Reverse penny drop and Risk Analysis
false
0. Live
Feb 16 - Feb 28
Feb 21
Feb 21
Yes (Mobile & Desktop)
Open
Dynamic label for returns - XIRR/ CAGR/ Returns on Portfolio Sync Analysis page
false
0. Live
Feb 16 - Feb 28
Feb 21
Feb 20
Yes (Mobile & Desktop)
Open
KYC request API (Digilocker) User journey - React/ Desktop journey
Non KYC compliant user will now be able to complete their KYC using this feature (On Desktop website)
false
0. Live
Feb 16 - Feb 28
Feb 25
Feb 26
Yes (Mobile & Desktop)
Open
KYC request API User journey - Flutter/ Mobile journey
Non KYC compliant user will now be able to complete their KYC using this feature (On mobile website & mobile apps)
false
0. Live
Feb 16 - Feb 28
Feb 28
Feb 28
Yes (Mobile & Desktop)
Open
MF Fetch - Portfolio Graph UI Changes + Dashboard UI changes
UI Revamp for Portfolio Fetch Analysis page
false
0. Live
Feb 16 - Feb 28
Feb 28
Feb 28
Yes (Mobile & Desktop)
Open
First Order Today option in SIP
7. PRD required
July 1 - July 15
P0
Yes (Mobile & Desktop)
Open
Flutter to react - Dashboard (Logged IN)
9. To Do
July 1 - July 15
P0
Yes (Mobile & Desktop)
Open
Pre & Post nudges - both in App/ WhatsApp
7. PRD required
July 1 - July 15
P0
Yes (Mobile & Desktop)
Open
Compare Funds
7. PRD required
July 1 - July 15
P1
Yes (Mobile & Desktop)
Open
Heat maps for Stocks in the scheme
7. PRD required
July 1 - July 15
P1
Yes (Mobile & Desktop)
Open
SIP/SWP Auto step-up
7. PRD required
July 1 - July 15
P1
Yes (Mobile & Desktop)
Open
Show Top gainer / loser Mutual fund lists to drive traffic
7. PRD required
July 1 - July 15
P1
Yes (Mobile & Desktop)
Open
NRI onboarding & KYC journey
NRI KYC is not supported online, but if user is KYC compliant then Bank verification, Onboarding & Transaction can be done online.
7. PRD required
July 15 - July 30
P0
Yes (Mobile & Desktop)
Open
Goal continuation at the end of journey
Show goal information in the end of the buying journey
9. To Do
July 15 - July 30
P0
Yes (Mobile & Desktop)
Open
Tool wherein a user selects stocks they want to invest in - and R100 recommends Mutual funds basis the stocks selected by the user.
7. PRD required
July 15 - July 30
P1
Yes (Mobile & Desktop)
Open
SWP - Systematic Withdrawal Plan
Allow users to set up systematic withdrawal plans from their existing schemes or through fresh investments to generate regular cash flow
false
6. PRD in Progress
June 1 - June 15
P0
Yes (Mobile & Desktop)
Open
Buy/Sell/Hold CTA logic based on performance
6. PRD in Progress
June 1 - June 15
P0
Yes (Mobile & Desktop)
Open
Flutter to react - Onboarding Journey (Logged IN)
9. To Do
June 1 - June 15
P0
Yes (Mobile & Desktop)
Open
Add instalment count in SIP success transaction moengage event
5. PRD Ready
June 1 - June 15
P0
No (Backend only)
Open
Need to pass Platform & UTM parameters in all BE events in moengage
5. PRD Ready
June 1 - June 15
P0
No (Backend only)
Open
For repeat user through campaigns, UTM parameters should be passed to Moengage
5. PRD Ready
June 1 - June 15
P0
No
Open
CTA for Loan on Mutual Fund after Sync
6. PRD in Progress
June 1 - June 15
P1
Yes (Mobile & Desktop)
Open
Transaction report to be added (Phase 2 of reports)
6. PRD in Progress
June 1 - June 15
P1
Yes (Mobile & Desktop)
Open
Add labels like alpha, beta, etc for on rated funds and listing page
5. PRD Ready
June 1 - June 15
P1
Yes (Mobile & Desktop)
Open
Sorting functionality to be added on listing page directly on labels
6. PRD in Progress
June 1 - June 15
P1
Yes (Mobile & Desktop)
Open
Analyse my portfolio should trigger sync my portfolio (React)
5. PRD Ready
June 1 - June 15
P1
Yes (Mobile & Desktop)
Open
Commentary and advisory for NFOs
8. Exploration Required
June 1 - June 15
P1
Yes (Mobile & Desktop)
Open
SIP/SWP Modify/Pause/Cancel
Allow customers to pause their SIP Orders temporarily (allow users to pause for X months - auto resuming after X months are skipped)
Yes
7. PRD required
June 15 - June 30
P0
Yes (Mobile & Desktop)
Open
Show error reason in case of Payment failure, especially TPV failure and gracefully handle Retry
We are not showing the error reason for Investment failure, especially TPV validation fail in Lumpsum/SIP FOT
7. PRD required
June 15 - June 30
P0
Yes (Mobile & Desktop)
Open
Flutter to react - Payment Page (SIP, Lumpsum) and Order Success/Failure (Logged IN)
9. To Do
June 15 - June 30
P0
Yes (Mobile & Desktop)
Open
Goal achiever's cube (gamification)
7. PRD required
June 15 - June 30
P0
Yes (Mobile & Desktop)
Open
For any Calculator Lead to be filled before showing results (React)
7. PRD required
June 15 - June 30
P0
Yes (Mobile & Desktop)
Open
Moengage events should be tracked for Non-logged in clients as well
7. PRD required
June 15 - June 30
P0
No
Open
How to analyse the portfolio video, also look to add that placeholder on risk analysis section
7. PRD required
June 15 - June 30
P1
Yes (Mobile & Desktop)
Open
Pro tips to be updated
7. PRD required
June 15 - June 30
P2
Yes (Mobile & Desktop)
Open
Instalment reminder SMS
Users will be reminded over SMS for their next SIP instalment 2 days before the SIP date
false
0. Live
Mar 1 -
Mar 15
Mar 13
Mar 13
Yes (Mobile & Desktop)
Open
Trending funds logic change basis AUM change on MF Homepage
Trending funds logic changed from business controlled to automatically checking across all schemes in MF and posting as per change in AUM (Highest changes in AUM will be top trending mutual fund and so on, upto 5 funds)
false
0. Live
Mar 1 -
Mar 15
Mar 14
Mar 14
Yes (Mobile & Desktop)
Open
New Category addition (L1) - Commodity
Commodity as a new Asset class on all channels
false
0. Live
Mar 1 - Mar 15
Mar 14
Mar 13
Yes (Mobile & Desktop)
Open
Dynamic CTA on payment page - Login, To complete onboarding, Proceed to Pay
Dynamic CTA labels based on customer profile and customer’s KYC status
false
0. Live
Mar 1 - Mar 15
Mar 14
Mar 13
Yes (Mobile & Desktop)
Open
Scheme name normalisation (GROWTH REG/ GROWTH/ REGULAR to Regular Growth)
Consistency in MF scheme names
0. Live
Mar 15 - Mar 31
Mar 31
Mar 26
P1
Yes (Mobile & Desktop)
Open
Cart inconsistency issues
Cart behaviour across website and across channels will now be uniform (Login screen to be shown after cart page is shown to the guest user)
false
0. Live
Mar 16 - Mar 31
Mar 31
Mar 31
Yes (Mobile & Desktop)
Open
API for Client reports (phase 1) [Portfolio holding report; Capital Gain & Loss report]
API based PDF generation
false
0. Live
Mar 16 - Mar 31
Apr 1
Apr 1
Desktop only
Open
Goal Calculators [Based on How much I want to Achieve & how much I wish to invest] (Homepage revamp 2 Ph2) FLUTTER
Goal based calculators and their user journey. Starting point from Homepage to Aggregation and checkout
false
0. Live
Mar 16 - Mar 31
Apr 1
Apr 1
Yes (Mobile & Desktop)
Open
Show CAGR/returns for the selected period on scheme detail page (React)
On scheme detail page, need to add returns for the selected period (React)
0. Live
May 1 - May 15
May 7
May 7
Yes (Mobile & Desktop)
Open
Portfolio Analytics Enhancements - Phase 1 (BE)
Modification to backend calculations for Risk Analysis
0. Live
May 1 - May 15
May 12
May 13
P1
No (Backend only)
Open
Portfolio Analytics Enhancements - Phase 2 (Design + FE)
Modifications to design of Risk Analysis
0. Live
May 1 - May 15
May 15
May 15
P2
Yes (Mobile & Desktop)
Open
Create single FOLIO at AMC level for every client
Separate folios that are created need to be merged into one for the same fund purchased by the same customer (if he wishes to invests more in the same fund)
false
0. Live
May 1 - May 15
May 15
May 15
P3
No (Backend only)
Open
Scheme quality analyzer graph FE changes (Flutter)
Change Scheme quality analyzer metrics from Risk & Performance to Holding score & Performance score.
0. Live
May 1 - May 15
May 15
May 15
Yes (Mobile & Desktop)
Open
Flutter to react - Goal Calculator in React (Non Logged-in)
0. Live
May 1 - May 15
May 20
May 20
Yes (Mobile & Desktop)
Open
Ops panel - Feature for Inside sales team to view old transactions and current journey status (HO pod)
CRM feature for Inside sales team
(Servicing customer requests/ assistance for buying MF/ Fetching portfolio/ Start - stop SIP )
false
2. Development In Progress
May 1 - May 15
P1
Yes (Mobile & Desktop)
Open
Event required when any new SIP is Setup successfully
1. Testing
May 15 - May 30
May 29
P0
No (Backend only)
Open
Update logic for when Invest Now button to be disabled with i icon & scheme details should always be visible
2. Dev Pending
May 15 - May 30
May 29
P0
No
Open
MF Dashboard - Need to update Portfolio valuation basis on latest NAV for all holdings
2. Development In Progress
May 15 - May 30
May 29
P0
Yes (Mobile & Desktop)
Open
MF Dashboard UI minor updates to make funds tile expand on click (flutter)
1. Testing
May 15 - May 30
May 29
P0
Yes (Mobile & Desktop)
Open
Handling of Non-Individual PAN in KYC Journey
1. Testing
May 15 - May 30
May 29
P1
No
Open
Event required when any MF is added in Cart & Push notifications to be send when any MF is there in cart
2. Development In Progress
May 15 - May 30
May 29
P1
No
Open
Remove Change option after mobile number on OTP page for Syncing when KYC is already done
1. Testing
May 15 - May 30
May 29
P2
No
Open
Add See how Retire100 Rating Works on listing and scheme page
1. Testing
May 15 - May 30
May 29
P2
Yes (Mobile & Desktop)
Open
Changes for Exit load in Redemption journey
2. Development In Progress
May 15 - May 30
May 29
P2
Yes (Mobile & Desktop)
Open
Ops panel utility for content upload (HO pod)
Content for Mutual funds to be created and updated every week
false
2. Dev Pending
May 15 - May 30
May 30
P1
No
Open
Heading change - MF everyone's watching to MF everyone’s buying (React)
2. Development In Progress
May 15 - May 30
May 30
P2
No
Open
Images change for xray , smart retirement planning images (React)
4. Design
May 15 - May 30
Jun 5
P1
Yes (Mobile & Desktop)
Open
Flutter to React - NFO page with SEO (react)
2. Development In Progress
May 15 - May 30
P0
Yes (Mobile & Desktop)
Open
mf_order_confirmation event is getting trigerred 6 times from BE, which is leading to trigger 6 SMS & 6 emails to each client for each order
9. To Do
May 15 - May 30
Yes (Mobile & Desktop)
Open
Switch feature within the same AMC
Allow customers to Switch instead of Redeeming their investments, as staying invested in right asset class than exiting the risky asset class is beneficial to the customer.
false
4. Design
Sep 1 - Sep 15
P2
Yes (Mobile & Desktop)
Open
Unit based redemption/switch option to be added
7. PRD required
Sep 1 - Sep 15
P2
Yes (Mobile & Desktop)
Open
STP - Systematic Transfer Plan
Allow users to transfer their investments from one scheme to another scheme within the same AMC
false
7. PRD required
Sep 15 - Sep 30
P2
Yes (Mobile & Desktop)
Open
Ops panel - Utility for Ops to download client PDF reports
Utility in Ops panel for internal Ops manager to view/ download the client wise reports
false
7. PRD required
No (Backend only)
Open
Cart to be merged for single fund checkout (React)
Single fund checkout to be merged with the cart items
false
3. Solutioning Required
Yes (Mobile & Desktop)
Open
Digital journey of ARN switch for customers outside Retire100 ecosystem
ARN switch via CAMS/ KFintech for STP & SWP of customers outside Retire100
false
10. On hold
Yes (Mobile & Desktop)
Open
Ops Backoffice
Yes (Mobile & Desktop)
Open
Dividend report on Platform (Phase 3 of reports)
9. To Do
Yes (Mobile & Desktop)
Open
Ops - data downlioad option required by Ops for Master, Transaction, Holdings, etc.
Yes (Mobile & Desktop)
Open
Cart to be merged for single fund checkout (Flutter)
0. Live
No (Backend only)
Open
0. Live
Yes (Mobile & Desktop)
Open
Cross sell opportunaities on dashboard (HO Pod)
Yes (Mobile & Desktop)
Open
Intent flow in Billdesk while doing lumpsum payment
Yes (Mobile & Desktop)
Open
If a user changes amount in cart and then click on Start Investing button then the old amount is being shown on cart summary page (flutter)
Yes (Mobile & Desktop)
Open
Regulatory - Change in nominee by 1st Aug
Yes (Mobile & Desktop)
Open
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Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
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) instead.