Gallery
Share
Explore

icon picker
Product Roadmap


🚀 Features Launched Last Month [March] 🚀
Search
POD
Feature Name
Go Live date
Expected Go Live Date
Retire100 Homepage Update
Mar 25
Mar 21
Dynamic Keyword Calculator Replicas
Mar 14
Mar 14
TruePal - Smart Health Calculators
Mar 3
Mar 3
TruePal - SEO Tickets
Mar 7
Mar 7
Claim Advisory / Solutioning - Mobile
Mar 15
Mar 14
HI Ops Panel
Mar 15
Mar 7
[React] Separate Retirement Assessment Page
Mar 17
Mar 14
Appsflyer Integration for App Download
Mar 20
Mar 21
Ops Panel - Agent view for user journey status across products
Mar 13
Mar 13
Db creation for storing generated leads on internal system
Mar 20
Mar 21
New Category addition (L1) - Commodity
Mar 13
Mar 14
Dynamic CTA on payment page - Login, To complete onboarding, Proceed to Pay
Mar 13
Mar 14
Instalment reminder SMS
Mar 13
Mar 13
Scheme name normalisation (GROWTH REG/ GROWTH/ REGULAR to Regular Growth)
Mar 26
Mar 31
Whatsapp comm to existing users for 50k contribution
Mar 11
Mar 11
Update QR code & Link for Community
Mar 18
Mar 18
Healthians Diagnostics Post Order Automation
Mar 18
Mar 17
Flutter to React Dashboard Migration
Mar 10
Mar 6
Healthians Diagnostics Pre Order Automation
Mar 18
Mar 17
Physio Session Cancellation (Ops Panel)
Mar 12
Mar 12
SMS Header Brand Update
Mar 3
Physiotherapist Specialization Update (Ops Panel)
Mar 12
Mar 12
No results from filter
⁠

✏️ Feature Plan for Current Month [April] ✏️
Search
POD
Feature Name
Go Live date
Expected Go Live Date
Delayed
Worksite creation (Lead)
Apr 15
Bill of Material (Products) selection during corporate onboarding
Apr 15
SEO Enhancements [Sprint Apr 1st]
Apr 15
MF Non-SEO Pages Migration
Apr 15
Retire100 Financial Calculators [Apr 15th]
Apr 30
Retire100 Financial Calculators [May 1st]
Apr 30
Retire100 Financial Calculators [May 1st]
Apr 30
Mutual Fund Homepage Update Tickets
Apr 30
Tax2win scheme
Apr 30
TruePal - Diet Plans as a Lead Magnet
Apr 30
My Orders - dashboard
Apr 11
Apr 15
Plans Fetching Loader - Mobile
Apr 11
Apr 15
HI Ops Communications
Apr 14
Apr 15
Claims and Buy Journey Dashboard
Apr 11
Ops Panel - Claim advisory
Apr 15
Plans Fetching Loader - Desktop
Apr 30
Super Top Up OffLine Plan
Apr 30
Ops Panel - Gap Analysis
Apr 30
Create call reports on TeckInfo
Apr 15
Update Moengage MLP form field validations
Apr 15
[BE] Backlog leads data with disposition to be updated from Freshsales/Teckinfo into Internal DB
Apr 15
Market Insight Newsletter & Content Centre
Apr 15
MLP to Retire100 redirect loader
Apr 15
User Feedback Loops via Moengage
Apr 15
[Truepal] Freshsales/TeckInfo Migration
Apr 15
TeckInfo Platform Configuration Updates
Apr 15
Stop pushing Retire100 leads to FreshSales
Apr 15
[Flutter] View of employee on R100 app: corporate and retail view (Including login logic)
Apr 15
[React] View of employee on R100 app: corporate and retail view (Including login logic)
Apr 15
Razorpay confirmation screen based on frontend, callback
Apr 15
HI Leads, Truepal transaction information to be stored for agent view
Apr 15
Whatsapp comm setup for non loggedin Leads
Apr 15
[Flutter] Retire100 App Home Revamp
Apr 30
My Orders - Change Health Insurance page for redirection HI orders page
Apr 30
[React] Oneview - Additional manual Investment declaration & rrr update
Apr 30
TeckInfo - Log In lead handling for R100 Employees
Apr 30
NFO - New fund offer (Flutter)
Apr 15
Redemption (React)
Apr 30
SWP - Systematic Withdrawal Plan
Apr 30
NFO - New fund offer (React)
Apr 30
Reports - Download option for Customer
Apr 30
Create automated user communication Flows and Campaigns on Moengage
Apr 7
NPS events configuration backlog, integrity & testing
Apr 11
[Flutter] NPS services offering 1. Exit / Withdrawal Tier1 & Tier 2 2. Account details updation [PI change, Nominees] 3. Re-KYC 4. Know Your PRAN 5. Tier 2 to Tier 1 transfer 6. PFM change 7. Investment type change (auto / active)
Apr 15
External link to complete NPS KYC return to journey
Apr 15
Flutter to react migration of NPS journey pages
Apr 30
[React] NPS services offering 1. Exit / Withdrawal Tier1 & Tier 2 2. Account details updation [PI change, Nominees] 3. Re-KYC 4. Know Your PRAN 5. Tier 2 to Tier 1 transfer 6. PFM change 7. Investment type change (auto / active)
Apr 30
[Flutter] NPS Tier 2 Contribution SIP + Lumpsum
Apr 30
[React] NPS Tier 2 Contribution SIP + Lumpsum
Apr 30
NPS ERB Corporate journey Prod Test
Apr 30
[BE] NPS contribution support for Protean Users
Apr 30
[BE] NPS Registration Wrapper API Intergration
Apr 30
Reconciliation system update (Handling HDFC Bank Format)
Apr 4
Apr 4
TruePal Diagnostics packages offering to HDFC Life Employees and Family
Apr 11
Apr 11
Multi User Bookings - Front End
Apr 21
Send Services Brochure - Post Report Delivery
Apr 21
Send Services Brochure - Post BMI Delivery
Apr 21
Service Rescheduling - Ops Panel
Apr 21
Ops Panel - Order Creation - DMP
Apr 21
Payment Generation Link - Add Diabetes Management Program
Apr 21
Coupon & Discount System
Apr 29
No results from filter
⁠

📌 Feature Updates
Search
POD
Feature Name
Key Highlights
Impact
i
Delayed
Stage
i
Stage End Date
Sprint
Expected Go Live Date
Go Live date
Priority
Design Req.?
PRD
Figma
Notes
Product SPOC
Tech Req.
43
Goal calculator Enhancements & Tracking
Events for Moengage & Metabase

Apr 1 - Apr 15
Open
SEO - Scheme details page (Growth pod)
SEO friendly Scheme detail page

Apr 1 - Apr 15
Mar 28
Open
Redemption (React)
Users will now be able to sell their Mutual fund holding (only the applicable funds)

Apr 1 - Apr 15
Apr 30
Open
Cart to be merged for single fund checkout
Single fund checkout to be merged with the cart items

Apr 1 - Apr 15
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

Apr 1 - Apr 15
Apr 15
Open
Reports - Download option for Customer
MF Customers can access to their reports from My Profile section

Apr 1 - Apr 15
Apr 30
Open
Portfolio Analytics Enhancements - Phase 1 (BE)
Modification to backend calculations for Risk Analysis

Apr 1 - Apr 15
Open
Portfolio Analytics Enhancements - Phase 2 (Design + FE)
Modifications to design of Risk Analysis

Apr 1 - Apr 15
Open
Category name changes (Sub-category mapping - Eg: FoF(Domestic) to Silver & FoF to Gold)
Fund Names aliases display for easy understanding of funds

Apr 1 - Apr 15
Apr 3
Open
Perfomance Graph Enhancements v4 (Backend)
Performance and risk enhancements Fund performance, Holding performance

Apr 1 - Apr 15
Open
Flutter to react migration for Mobile & Desktop
All pages of Mutual funds to be react based for easy transitioning from MLP to internal pages to purchase journey

Apr 1 - Apr 15
Open
SEO - Listing page (Growth pod)
SEO friendly Listing pages

Apr 1. - Apr 15
Mar 28
Open
Ops panel utility for Ops admin to download client wise reports
Utility in Ops panel for internal Ops manager to view/ download the client wise reports

Apr 16 - Apr 30
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

Apr 16 - Apr 30
Apr 30
Open
Switch within the same AMC - Redemption Phase 2
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.

Apr 16 - Apr 30
Open
Folio merge for same fund investments by customer
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)

Apr 16 - Apr 30
Open
NFO - New fund offer (React)
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

Apr 16 - Apr 30
Open
NFO - New fund offer (React)
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

Apr 9
Apr 16 - Apr 30
Apr 30
Open
Customer PII data encryption (metabase)
For Metabase reports dashboard, the data encryption is a necessary step
Customer satisfaction
Feb 16 - Feb 28
Feb 21
Feb 20
Open
Mo-engage events for Reverse penny drop and Risk Analysis
BAV using Reverse Penny Drop
Tracking of BAV status pages
Feb 16 - Feb 28
Feb 21
Feb 21
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)

Feb 16 - Feb 28
Feb 13
Feb 20
Open
Redemption (for App and mobile web)
Users will now be able to sell their Mutual fund holding (only the applicable funds)

Feb 16 - Feb 28
Feb 15
Feb 28
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)

Feb 16 - Feb 28
Feb 25
Feb 26
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)

Feb 16 - Feb 28
Feb 28
Feb 28
Open
Dynamic label for returns - XIRR/ CAGR/ Returns on Portfolio Sync Analysis page
For SIP Returns will be shown as XIRR

Feb 16 - Feb 28
Feb 21
Feb 20
Open
MF Fetch - Portfolio Graph UI Changes + Dashboard UI changes
UI Revamp for Portfolio Fetch Analysis page

Feb 16 - Feb 28
Feb 28
Feb 28
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)

Mar 1 - Mar 15
Mar 14
Open
Instalment reminder SMS
Users will be reminded over SMS for their next SIP instalment 2 days before the SIP date

Mar 1 - Mar 15
Mar 13
Mar 13
Open
New Category addition (L1) - Commodity
Commodity as a new Asset class on all channels

Mar 1 - Mar 15
Mar 14
Mar 13
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

Mar 1 - Mar 15
Mar 14
Mar 13
Open
Scheme name normalisation (GROWTH REG/ GROWTH/ REGULAR to Regular Growth)
Consistency in MF scheme names

Mar 15 - Mar 31
Mar 31
Mar 26
Open
Client reports (phase 1) [Portfolio holding report; Capital Gain & Loss report]
API based PDF generation

Mar 16 - Mar 31
Apr 1
Open
Goal Calculators [Based on How much I want to Achieve & how much I wish to invest] (Homepage revamp 2 Ph2)
Goal based calculators and their user journey. Starting point from Homepage to Aggregation and checkout

Mar 16 - Mar 31
Apr 1
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)

Mar 16 - Mar 31
Mar 31
Open
STP - Systematic Transfer Plan
Allow users to transfer their investments from one scheme to another scheme within the same AMC

May 1 - May 15
May 15
Open
Pause & Stop SIP instalments
Allow customers to pause their SIP Orders temporarily (allow users to pause for X months - auto resuming after X months are skipped)

May 1 - May 15
May 31
Open
Ops panel communication
CRM feature for Inside sales team (Servicing customer requests/ assistance for buying MF/ Fetching portfolio/ Start - stop SIP )

May 1 - May 15
May 31
Open
Ops panel utility for content upload
Content for Mutual funds to be created and updated every week

May 1 - May 15
May 31
Open
STP - Systematic Transfer Plan
​

​
Open
Digital journey of ARN switch for customers outside Retire100 ecosystem
ARN switch via CAMS/ KFintech for STP & SWP of customers outside Retire100

​
Open
BSE Star Tech partner integration
​

​
Open
Goal continuation at the end of journey
Show goal information in the end of the buying journey

​
Open
​
​

​
Open
⁠


ERB
POD
Feature Name
Key Highlights
Impact
i
Delayed
Stage
i
Stage End Date
Sprint
Expected Go Live Date
Go Live date
Priority
Design Req.?
PRD
Figma
Notes
Product SPOC
Tech Req.
6
Worksite creation (Lead)
Create a worksite for corporate employees to generate for NPS

​
Apr 15
Open
Bill of Material (Products) selection during corporate onboarding
Onboarding form to capture employer's product interests, which will be used to personalize their employee’s offerings within the R100 platform.

​
Apr 15
Open
Changes to Onboarding flow
Remove mandatory documents uploading step from corporate onboarding.

​
Open
Approval Dashboard for PRAN generated - Employer panel
​

​
Open
Employee Portal
Dual Login flow to enable Corporate login

​
Open
Corporate NPS Journey <> Edge Scenarios
​

​
Open
⁠

Action Tracker
⁠

Notes
⁠



Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.