Feature Update : Multiple Folio, FundCard integration & more.

Multiple folios, scheme holdings list with more flexibility and access to fundcard on a click of a button are added in the current product update


We are back with another update for you.

Before we begin, I would like to thank all of you for the overwhelming response to our referral program. Since 21st Jan, the referral benefits have been reduced to 1 year from 3 years.

And now the feature updates:

Multiple Folios

We now support multiple folios from the same AMC on Invezta. While transacting, you can select the folio in which you wish to buy additional funds or you can create altogether a new folio. While it is not necessary to create multiple folio, few investors prefer different folio for different goals and this flexibility helps them. If you have multiple folios in an AMC, the same shall be available in the list of funds on your dashboard.

Change Folio

Switch Folio

This flexibility shall be able to drive some very important features in future, including the CAS upload which is coming very soon.

FundCard integrated with Dashboard

Last month, we launched FundCard that helps you analyse mutual fund powered by institutional quality analytics. We have now integrated the fundcard with your dashboard which means that the funds are available from the dashboard with a click. Head over to your dashboard and click on your invested funds to see the details.

FundCard Integration

Added flexibility to the holding list

The list of schemes on the dashboard can now be easily sorted by the key variables like XIRR, Market Value, Fund Name etc.


You shall also notice a horizontal widget above your fund holdings with aggregate information of Equity & Debt funds that you hold.

Equity-Debt Widget

I hope you shall find the above useful. While we are working on more features and upgrades, keep sending your love and feedback to us at support@invezta.com