About Imperial Wealth
Research | Invest | Track A dedicated app for all your Mutual Fund needs. A simple and easy way to invest in Mutual Funds. Paperless Investing: Quick & paperless account creation and instant Activation. Within a couple of...
Research | Invest | Track A dedicated app for all your Mutual Fund needs. A simple and easy way to invest in Mutual Funds. Paperless Investing: Quick & paperless account creation and instant Activation. Within a couple of minutes, you are all set to ride the new wave of investing. Instant SIP: Once you are registered. It takes less than a minute to start a SIP. Access to Handpicked Best Performing Schemes: We adopt a holistic and unbiased approach, and recommended schemes after thorough research only SIP Calculators: With the help of our calculators plan your investment needs to achieve your Financial Goals. With Imperial Wealth, you just need to Sit Back, Relax and Watch your Money Grow !!
Previous Versions
Here you can find the changelog of Imperial Wealth since it was posted on our website on 2025-05-02 16:09:30.
The latest version is 5.4.2 and it was updated on 2026-06-10 16:11:48. See below the changes in each version.
Imperial Wealth version 5.4.2
Updated At: 2026-06-10
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 5.4.2 May 7 - 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 5.3.7 Mar 17 - 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 5.3.2 Jan 28 - 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 5.2.7 11/01/2025 - Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes 5.1.5 10/01/2025 - New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes 5.1.4 09/10/2025 - New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter 5.1.3 08/29/2025 - Added NSE/BSE New Nominee Requirements
- Other fixes and updates 5.0.8 06/17/2025 - 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 5.0.3 05/20/2025 - 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. 5.0.2 02/17/2025 - 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 5.0.1 01/21/2025 - 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 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 4.4.4 08/09/2024 - Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update 4.3.9 05/28/2024 - 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 4.3.6 03/29/2024 Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes 4.3.4 01/04/2024 Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes 4.3.3 12/29/2023 New Dashboard with Gain & Overall Gain if enabled, Introduced Asset, Category, Investor & Fundwise Chart, Updated SIP Step up Calculator, RM Contact details if enabled, Resolved AUM filter issue, Resolved Transaction buttons issue, Resolved Invite Link Issue, Resolved Back Button in Broker Login, Resolved Issue in New Invest,General Update & Crash Resolved 4.1.2 03/29/2023 New Dashboard with Gain & Overall Gain if enabled, Introduced Asset, Category, Investor & Fundwise Chart, Updated SIP Step up Calculator, RM Contact details if enabled, Resolved AUM filter issue, Resolved Transaction buttons issue, Resolved Invite Link Issue, Resolved Back Button in Broker Login, Resolved Issue in New Invest,General Update & Crash Resolved 4.1.0 02/15/2023 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,General Update 4.0.9 12/12/2022 Purchase through UPI, Client name in FD,Crash Resolved on Client Search in Broker Login, Resolved Watchlist & FD Family Head Issue, Transaction Filter on PDF Download, Dividend Report PDF Download, ELSS Onscreen & Download, Insurance Policy Download, FATCA Issue Resolved, Other General Update, Other Crash & Bug FixCrash Fixes, Bug Fixes and UI Improvements 4.0.5 05/22/2022 Crash Fixes, Bug Fixes and UI Improvements 4.0.2 10/13/2021 General Update, Performance Improvements 4.0.1 07/21/2021 General Update, Performance Improvements 3.14 05/08/2021 General Update, Performance Improvements 3.13 05/04/2021 General Update, Performance Improvements 3.12 11/17/2020
Imperial Wealth version 5.4.2
Updated At: 2026-05-08
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 5.4.2 13h ago - 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 5.3.7 Mar 17 - 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 5.3.2 Jan 28 - 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 5.2.7 11/01/2025 - Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes 5.1.5 10/01/2025 - New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes 5.1.4 09/10/2025 - New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter 5.1.3 08/29/2025 - Added NSE/BSE New Nominee Requirements
- Other fixes and updates 5.0.8 06/17/2025 - 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 5.0.3 05/20/2025 - 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. 5.0.2 02/17/2025 - 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 5.0.1 01/21/2025 - 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 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 4.4.4 08/09/2024 - Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update 4.3.9 05/28/2024 - 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 4.3.6 03/29/2024 Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes 4.3.4 01/04/2024 Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes 4.3.3 12/29/2023 New Dashboard with Gain & Overall Gain if enabled, Introduced Asset, Category, Investor & Fundwise Chart, Updated SIP Step up Calculator, RM Contact details if enabled, Resolved AUM filter issue, Resolved Transaction buttons issue, Resolved Invite Link Issue, Resolved Back Button in Broker Login, Resolved Issue in New Invest,General Update & Crash Resolved 4.1.2 03/29/2023 New Dashboard with Gain & Overall Gain if enabled, Introduced Asset, Category, Investor & Fundwise Chart, Updated SIP Step up Calculator, RM Contact details if enabled, Resolved AUM filter issue, Resolved Transaction buttons issue, Resolved Invite Link Issue, Resolved Back Button in Broker Login, Resolved Issue in New Invest,General Update & Crash Resolved 4.1.0 02/15/2023 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,General Update 4.0.9 12/12/2022 Purchase through UPI, Client name in FD,Crash Resolved on Client Search in Broker Login, Resolved Watchlist & FD Family Head Issue, Transaction Filter on PDF Download, Dividend Report PDF Download, ELSS Onscreen & Download, Insurance Policy Download, FATCA Issue Resolved, Other General Update, Other Crash & Bug FixCrash Fixes, Bug Fixes and UI Improvements 4.0.5 05/22/2022 Crash Fixes, Bug Fixes and UI Improvements 4.0.2 10/13/2021 General Update, Performance Improvements 4.0.1 07/21/2021 General Update, Performance Improvements 3.14 05/08/2021 General Update, Performance Improvements 3.13 05/04/2021 General Update, Performance Improvements 3.12 11/17/2020
Imperial Wealth version 5.3.2
Updated At: 2026-01-28
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
Imperial Wealth version 5.1.5
Updated At: 2025-10-01
Changes: Oct 1, 2025
Version 5.1.5
- Added Asset Composition Pie Chart
- Fixed Calculators
- Fixed Issues of NSE Invest
- Fixed Other Crashes
Imperial Wealth version 5.1.3
Updated At: 2025-08-29
Changes: Aug 29, 2025
Version 5.1.3
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter
Imperial Wealth version 5.0.8
Updated At: 2025-06-17
Changes: Jun 17, 2025
Version 5.0.8
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
Imperial Wealth version 5.0.3
Updated At: 2025-05-20
Changes: May 20, 2025
Version 5.0.3
- 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
Imperial Wealth version 5.0.2
Updated At: 2025-02-17
Changes: Feb 17, 2025
Version 5.0.2
- 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.
Imperial Wealth version 5.3.7
Updated At: 1970-01-01
Changes: - 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
Disclaimer
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