Good app but need some fix in UI/UX
Issue 1: Mismatched Input Labels and Placeholders (UI Logic)
There is a mismatch between the selected "Redeem By" toggle and the corresponding input field/informational labels below it.
Scenario A (When "Amount" is selected):
when a user selects “Amount”, the text box correctly requests "Enter Amount." However, the helper text directly below displays "Redeemable Units" and "Remaining Units" instead of currency value metrics.
Scenario B (When "Units" is selected):
when the user toggles to “Units”, the text box updates to "Enter Units." However, the helper text below shifts to display "Redeemable Amount" and "Remaining Amount" in Rupees
Suggested Correction:
Please have the development team align the lower helper text with the user's toggle choice. If "Amount" is selected, the helper text should display values in currency (₹). If "Units" is selected, it should display unit-based values.
Issue 2: Misleading "Total Balance Units" Logic for Locked/ELSS Funds
On the "View" breakdown screen, the data categorisation for funds with lock-in periods (like ELSS) is confusing and potentially incorrect.
Current Behaviour: the system displays a "Total Balance Units" which are in reality a free units and not a total accumulated units, additionally UI shows "Redeemable Units" as 0 which is inaccurate as are free units which are redeemable here.
The Problem: Because the system shows 0 redeemable units, displaying the total locked units under the main screen's dynamic balance can mislead users into thinking they have immediate liquidity, or conversely, create confusion about what their actual unrestricted balance is.
Suggested Correction:
Kindly update the backend logic to clearly distinguish between total accumulated units and free/unlocked units:
1. Keep Total Balance Units to reflect the entire historical holding under the fund (locked + unlocked).
2. Ensure that Redeemable Units explicitly reflects only the un-free/matured units available for immediate transaction.
3. Consider adding a "Locked-in Units" field for clearer classification so users know exactly why their redeemable balance is zero.
There is a mismatch between the selected "Redeem By" toggle and the corresponding input field/informational labels below it.
Scenario A (When "Amount" is selected):
when a user selects “Amount”, the text box correctly requests "Enter Amount." However, the helper text directly below displays "Redeemable Units" and "Remaining Units" instead of currency value metrics.
Scenario B (When "Units" is selected):
when the user toggles to “Units”, the text box updates to "Enter Units." However, the helper text below shifts to display "Redeemable Amount" and "Remaining Amount" in Rupees
Suggested Correction:
Please have the development team align the lower helper text with the user's toggle choice. If "Amount" is selected, the helper text should display values in currency (₹). If "Units" is selected, it should display unit-based values.
Issue 2: Misleading "Total Balance Units" Logic for Locked/ELSS Funds
On the "View" breakdown screen, the data categorisation for funds with lock-in periods (like ELSS) is confusing and potentially incorrect.
Current Behaviour: the system displays a "Total Balance Units" which are in reality a free units and not a total accumulated units, additionally UI shows "Redeemable Units" as 0 which is inaccurate as are free units which are redeemable here.
The Problem: Because the system shows 0 redeemable units, displaying the total locked units under the main screen's dynamic balance can mislead users into thinking they have immediate liquidity, or conversely, create confusion about what their actual unrestricted balance is.
Suggested Correction:
Kindly update the backend logic to clearly distinguish between total accumulated units and free/unlocked units:
1. Keep Total Balance Units to reflect the entire historical holding under the fund (locked + unlocked).
2. Ensure that Redeemable Units explicitly reflects only the un-free/matured units available for immediate transaction.
3. Consider adding a "Locked-in Units" field for clearer classification so users know exactly why their redeemable balance is zero.
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Inconvenient Navigation
Overall app is good for lumpsum investment or withdrawal. But navigating the portfolio is pathetic.
On portfolio page, default page is "Asset Allocation".
Click on "Asset Class wise details" and go inside any of the holdings, on back button, expectation is that it will be back on "Asset class wise details" but it goes back to default page "Asset allocation".
To view any other holding, one needs to click again on "Asset class wise allocation" and can navigate to another holding. It is so annoying.
Secondly filters related to Zero or Non zero gets reset after navigating to any of the holdings. These are very small implementations but will give great experience to user. Hope to see them implemented.
On portfolio page, default page is "Asset Allocation".
Click on "Asset Class wise details" and go inside any of the holdings, on back button, expectation is that it will be back on "Asset class wise details" but it goes back to default page "Asset allocation".
To view any other holding, one needs to click again on "Asset class wise allocation" and can navigate to another holding. It is so annoying.
Secondly filters related to Zero or Non zero gets reset after navigating to any of the holdings. These are very small implementations but will give great experience to user. Hope to see them implemented.
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Support
Support is pathetic. If any problem, then need to send mail, which will be replied after one day Most of the problem is not understood or general reply is sent. There is no contact number. No one will call however urgent issue it may be.
Not user friendly
Broken eMandate process, pathetic user interface, constant failures, everything is abbreviated for god same please provide some details. Don’t use short forms everywhere. App aswell website both are pathetic
Previous Sessions Active
Previous Sessions Active, and doesn’t let you in
