Wealth Tab is now Mutual Funds.
This brings mutual funds centerstage so that you have immediate access to richer information on your mutual funds portfolio. This has been an ask from a number of clients and we’re making it happen.
No more goal based portfolios!
We’re also moving away from a goal based portfolio approach. Instead of having a separate portfolio for each goal, you’ll have one single portfolio and a financial plan.
How does this affect you?
No change to existing investments: You have been investing in a single portfolio, so it has no effect on your existing investments and how you will see them.
Improved UX: You will no longer have to select a plan while investing - one step less!