About Aatla
Aatla is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits -...
Aatla is one-stop shopping for all your Financial needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Easy login via your Google email id. - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency - 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. Calculators and Tools available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step up Calculator - Marriage Calculator - EMI Calculator
Version History - Added CRM module in Broker Dashboard - Implemented digital accessibility (RPwD compliant) - Enabled Step-Up SIP in order placement (NSE Invest) - Integrated NSE NACH Bank API - Introduced Dark Theme - Enabled multi-language support - Added font size customization - Updated NAV Lookup & Factsheet (Mobile) - Improved transactions pagination - Fixed Portfolio as on Date - General bug fixes & performance improvements 2.4.7 May 13 - Mandatory Risk Profiling - BSE Cart for Trusted Mode - Improved SIP Step-up Calculator - Fixed BSE Nominee Issue - Fixed User Profile Picture Issue - Fixed Investment Profile Issue - Fixed Meeting Notes Issue - Updated Invitation Message - Fixed Crashes & Other Issues 2.4.2 Mar 30 - Introduced NSE Invest Cart - Added NSE Invest-Track order functionality - Added Client Search by Equity Code - Added Date Range in Portfolio Reports Download - Added Font Size Settings - Added Nominee Details Screen - Added Terms & Conditions while login / signup - Added Avg. Purchase NAV to be shown in portfolio detail screen - Added Investment via short link - Added BSE Cart Trusted Mode App - Pay via Link option for BSE Trusted Mode - Updated AMFI Links - Fixed Crashes 2.3.7 Feb 3 - AMFI links Updated - Contact Screen for RIA - Improved My Journey So Far - Escalation Matrix in Profiles - Add Nominee in Profile List - Check Nominee during Order Placement - Fixed Weekly SIP Dates - Fixed My Goals Status Bar - Fixed Issue of Onboarding of existing client - Other Fixes and Crashes 2.3.2 10/27/2025 - New KYC Onboarding Module - Introduced New NSE Invest - Optimised Client Search for Large IFA - Updated Insurance Filter - Fixed Other Issues and Crashes 2.1.9 09/11/2025 - New KYC Onboarding Module - Introduced New NSE Invest - Optimized Client Search for Large IFA - Updated Insurance Filter 2.1.8 08/25/2025 - Added NSE/BSE New Nominee Requirements - Other fixes and updates 2.1.3 06/04/2025 - Improved capital gain realized - Time period filter added in My Journey So Far - Factsheets now show multiple fund managers - Transactions allowed/not allowed in Top Schemes based on ARN mapping - Fixed issue of ARN no. - Fixed issue of NSE Mandate Date - Added security improvements - Other fixes and updates 2.0.8 05/12/2025 - BSE Order history - Added action to fetch Real time order status - New Investment NSE - Added option to Choose Folio bank - Enhanced Security Measures - Goal Planner - Edit / Delete Goals - Capital Gain Unrealized - As per New Income tax rules - Changed NSE Add Bank to Manage Banks and improved it's functionality - Improved Transactions Screen - Fixed BSE, MFU Order placing issues - Fixed One-Day Change in Shares/Bonds. 2.0.7 02/12/2025 - Added CAS Import - Capital Gain Report for FY 2024-25 - Added Nominee & Guardian relation in onboarding - Added Mobile & Email Relationship in onboarding - Fixed Order Purchase Confirmation issue - Updated MFU onboarding as per New Norms - Updated MFU Mandate Authorisation Process 2.0.6 01/11/2025 - 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 Google SDK 14 Support - 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 2.0.5 07/22/2024 - Improved My Journey So Far - Improved Client Search - Added AMFI Regd. MFD - Improved Fund Picks - Fixed Address Screen Issue - Resolved Crashes - General Update 2.0.3 05/28/2024 - 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. 2.0.1 04/30/2024 1. New Logo Updated. 1.6 12/09/2020 1. New Logo Updated. 2. About Us and Services Section Updated 1.5 11/05/2020 General Updates, Performance Improvements 1.4 10/13/2020 1. Email and WhatsApp number updated. 2. General Update, Performance Improvements. 3. Implement Secure https Links. 4. Integrated pinLock feature in Portfolio Login. 1.3 10/07/2020 General Updates 1.2 01/04/2018 Just Bugs Fixs 1.1 10/14/2016 1.0 09/25/2016
Previous Versions
Here you can find the changelog of Aatla since it was posted on our website on 2016-11-05 10:29:58.
The latest version is 2.4.7 and it was updated on 2026-07-01 02:11:05. See below the changes in each version.
Aatla version 2.4.7
Updated At: 2026-07-01
Changes: Version History - Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements 2.4.7 May 13 - Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues 2.4.2 Mar 30 - Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes 2.3.7 Feb 3 - AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes 2.3.2 10/27/2025 - New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes 2.1.9 09/11/2025 - New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter 2.1.8 08/25/2025 - Added NSE/BSE New Nominee Requirements
- Other fixes and updates 2.1.3 06/04/2025 - Improved capital gain realized
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of NSE Mandate Date
- Added security improvements
- Other fixes and updates 2.0.8 05/12/2025 - BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax rules
- Changed NSE Add Bank to Manage Banks and improved it's functionality
- Improved Transactions Screen
- Fixed BSE, MFU Order placing issues
- Fixed One-Day Change in Shares/Bonds. 2.0.7 02/12/2025 - Added CAS Import
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed Order Purchase Confirmation issue
- Updated MFU onboarding as per New Norms
- Updated MFU Mandate Authorisation Process 2.0.6 01/11/2025 - 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 Google SDK 14 Support
- 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 2.0.5 07/22/2024 - Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update 2.0.3 05/28/2024 - 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. 2.0.1 04/30/2024 1. New Logo Updated. 1.6 12/09/2020 1. New Logo Updated.
2. About Us and Services Section Updated 1.5 11/05/2020 General Updates, Performance Improvements 1.4 10/13/2020 1. Email and WhatsApp number updated.
2. General Update, Performance Improvements.
3. Implement Secure https Links.
4. Integrated pinLock feature in Portfolio Login. 1.3 10/07/2020 General Updates 1.2 01/04/2018 Just Bugs Fixs 1.1 10/14/2016 1.0 09/25/2016
Aatla version 2.4.2
Updated At: 2026-05-08
Changes: Version History - Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues 2.4.2 Mar 30 - Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes 2.3.7 Feb 3 - AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes 2.3.2 10/27/2025 - New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes 2.1.9 09/11/2025 - New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter 2.1.8 08/25/2025 - Added NSE/BSE New Nominee Requirements
- Other fixes and updates 2.1.3 06/04/2025 - Improved capital gain realized
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of NSE Mandate Date
- Added security improvements
- Other fixes and updates 2.0.8 05/12/2025 - BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax rules
- Changed NSE Add Bank to Manage Banks and improved it's functionality
- Improved Transactions Screen
- Fixed BSE, MFU Order placing issues
- Fixed One-Day Change in Shares/Bonds. 2.0.7 02/12/2025 - Added CAS Import
- Capital Gain Report for FY 2024-25
- Added Nominee & Guardian relation in onboarding
- Added Mobile & Email Relationship in onboarding
- Fixed Order Purchase Confirmation issue
- Updated MFU onboarding as per New Norms
- Updated MFU Mandate Authorisation Process 2.0.6 01/11/2025 - 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 Google SDK 14 Support
- 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 2.0.5 07/22/2024 - Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update 2.0.3 05/28/2024 - 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. 2.0.1 04/30/2024 1. New Logo Updated. 1.6 12/09/2020 1. New Logo Updated.
2. About Us and Services Section Updated 1.5 11/05/2020 General Updates, Performance Improvements 1.4 10/13/2020 1. Email and WhatsApp number updated.
2. General Update, Performance Improvements.
3. Implement Secure https Links.
4. Integrated pinLock feature in Portfolio Login. 1.3 10/07/2020 General Updates 1.2 01/04/2018 Just Bugs Fixs 1.1 10/14/2016 1.0 09/25/2016
Aatla version 2.3.7
Updated At: 2026-02-03
Changes: - Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
- Fixed Crashes
Aatla version 2.3.2
Updated At: 2025-10-27
Changes: Oct 27, 2025
Version 2.3.2
- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes
Aatla version 2.1.8
Updated At: 2025-08-25
Changes: Aug 25, 2025
Version 2.1.8
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
Aatla version 2.1.3
Updated At: 2025-06-04
Changes: Jun 4, 2025
Version 2.1.3
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
Aatla version 2.0.8
Updated At: 2025-05-12
Changes: May 12, 2025
Version 2.0.8
- Improved capital gain realized
- Time period filter added in My Journey So Far
- Factsheets now show multiple fund managers
- Transactions allowed/not allowed in Top Schemes based on ARN mapping
- Fixed issue of ARN no.
- Fixed issue of NSE Mandate Date
- Added security improvements
- Other fixes and updates
Aatla version 2.0.7
Updated At: 2025-02-12
Changes: Feb 12, 2025
Version 2.0.7
- BSE Order history - Added action to fetch Real time order status
- New Investment NSE - Added option to Choose Folio bank
- Enhanced Security Measures
- Goal Planner - Edit / Delete Goals
- Capital Gain Unrealized - As per New Income tax rules
- Changed NSE Add Bank to Manage Banks and improved it's functionality
- Improved Transactions Screen
- Fixed BSE, MFU Order placing issues
- Fixed One-Day Change in Shares/Bonds.
Aatla version -
Updated At: 2021-05-30
Aatla version 1.6
Updated At: 2020-12-09
Changes: 9 Dec 2020 Version 1.6
1. New Logo Updated.
Disclaimer
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