Allwin Financial Services

August 5, 2024

Introduced Meetings Notes Improved contact screen for AMFI due diligence req. Improved NSE Onboarding Workflow Added KYC Check while Placing Order Added IIN Rejection Reason in Profiles Added Collapsable Option on Home & Portfolio Added Transaction Mode in New Investment Added Balance units on fund's detailed Screen Resolved Mandates Listing & Date Issue Resolved Date Related Issues Resolved Capital Gain Realised Report Issue

March 19, 2024

- Login Via Mobile OTP - Introduced New Goal Module with Add / Edit / Map Folio - Improved Login / Forgot Password / Reset Password / Signup Screens - Improved Transaction Filter - Improved My Orders - Resolved Login Issues - Resolved Crashes - General Update

February 8, 2024

- Resolve Data Loading Issue - Investment Profile Create in Broker Login - Investment Return & One Day Change Percentage in Dashboard - Separate Section for Market Update on Home - Resolved Issue in Email Portfolio Valuation & Summary Report - Resolved App Crash on few Screens - Resolved Client Search Refresh Issue in Broker Login - Resolved Mandate Selection Issue in few cases - Improvement on few screens - Other Improvement on UX - General Update

January 24, 2024

- Investment Profile Create in Broker Login - Investment Return & One Day Change Percentage in Dashboard - Separate Section for Market Update on Home - Resolved Issue in Email Portfolio Valuation & Summary Report - Resolved App Crash on few Screens - Resolved Client Search Refresh Issue in Broker Login - Resolved Mandate Selection Issue in few cases - Improvement on few screens - Other Improvement on UX - General Update

July 14, 2023

- Investment Profile Create in Broker Login - Investment Return & One Day Change Percentage in Dashboard - Separate Section for Market Update on Home - Resolved Issue in Email Portfolio Valuation & Summary Report - Resolved App Crash on few Screens - Resolved Client Search Refresh Issue in Broker Login - Resolved Mandate Selection Issue in few cases - Improvement on few screens - Other Improvement on UX - General Update

February 21, 2023

- Investment Profile Create in Broker Login - Investment Return & One Day Change Percentage in Dashboard - Separate Section for Market Update on Home - Resolved Issue in Email Portfolio Valuation & Summary Report - Resolved App Crash on few Screens - Resolved Client Search Refresh Issue in Broker Login - Resolved Mandate Selection Issue in few cases - Improvement on few screens - Other Improvement on UX - General Update

August 22, 2022

User can Pay Premium of their General Insurance, Tax Package Report in Capital Gain Download, Email & Phone No. Relationship, Gender Added on onboarding screen, Country Code Added in Registration Screen, Delete my Account option given, NSE Other bank Mandate, Prefill Bank on RTGS option while doing Addl. Transaction, My Order & Cease SIP, Scheme Information Document in Contact us > more, NSE Bank Add, My Document, Capital Gain Report in More Menu > Send Email, Graphs Datatable Updated, PAN added on Registration Screen, Other General Update, Other Crash & Bug Fix

August 20, 2022

User can Pay Premium of their General Insurance, Tax Package Report in Capital Gain Download, Email & Phone No. Relationship, Gender Added on onboarding screen, Country Code Added in Registration Screen, Delete my Account option given, NSE Other bank Mandate, Prefill Bank on RTGS option while doing Addl. Transaction, My Order & Cease SIP, Scheme Information Document in Contact us > more, NSE Bank Add, My Document, Capital Gain Report in More Menu > Send Email, Graphs Datatable Updated, PAN added on Registration Screen, Other General Update, Other Crash & Bug Fix

May 9, 2022

1. BSE New Purchase via Mandate option has been added for investor login. 2. Fixed the issue of Mandate not available pop up message coming in New Investment page 3. For Demat folios we have removed the option to Redeem by amount as that's not supported by BSE 4. Insurance document upload & download feature has been added to Insurance list page 5. Fixed the issue of ARN option not visible when new investment is done from broker login

January 5, 2022

- Complete Portfolio report download including all assets. - View historical Performance of your Portfolio easily - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC.