About Investment Locker
Investment Locker is one-stop shopping for all your Wealth Management 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 -...
Investment Locker is one-stop shopping for all your Wealth Management 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
Previous Versions
Here you can find the changelog of Investment Locker since it was posted on our website on 2016-12-28 05:59:26.
The latest version is 4.7.9 and it was updated on 2026-06-11 03:04:37. See below the changes in each version.
Investment Locker version 4.7.9
Updated At: 2026-06-11
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 4.7.9 May 14 - 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 4.7.4 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 4.6.9 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 4.6.4 10/28/2025 - New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes 4.3.1 09/10/2025 - New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter 4.3.0 08/29/2025 - Added NSE/BSE New Nominee Requirements
- Other fixes and updates 4.2.4 06/06/2025 - 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 4.1.9 05/14/2025 - 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. 4.1.8 02/13/2025 - 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 4.1.7 01/12/2025 - 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 4.1.5 07/23/2024 - Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update 4.1.3 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 4.1.2 03/27/2024 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 4.1.0 01/04/2024 Improved Portfolio Screens, BSE Order Authentication for Individual & Joint Holders, BSE Order Authentication from My Orders Menu, Added Total SIP in My SIP Menu, Added User Profile Screen, New & Improved Top SIP Schemes, Given Physical & NACH option in BSE Mandate, Improved My Orders for Multi Exchange, Fixed Broker Profile Issue, Fixed MFU New Invest Issue, Fixed My Transactions Issues,Search Scheme, Document Upload, Contact No. & FAQ Tab issue, Factsheet Holdings Issue 4.0.3 11/10/2023 - 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. 4.0.1 11/01/2023 General Update, Performance Improvements 3.15 03/19/2021 General Update, Performance Improvements 1.711 09/30/2020 General Update, Performance Improvements 1.71 09/25/2020 General Update, Performance Improvements 1.7 08/01/2020 General Update, Performance Improvements 1.6 02/11/2020 General Update, Performance Improvements 1.5 02/07/2020 General Update, Performance Improvements 1.44 01/25/2020 General Update, Performance Improvements 1.43 01/24/2020 Instant Client Onboarding Introduced 1.4 01/15/2020
Investment Locker version 4.7.4
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 4.7.4 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 4.6.9 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 4.6.4 10/28/2025 - New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes 4.3.1 09/10/2025 - New KYC Onboarding Module
- Introduced New NSE Invest
- Optimized Client Search for Large IFA
- Updated Insurance Filter 4.3.0 08/29/2025 - Added NSE/BSE New Nominee Requirements
- Other fixes and updates 4.2.4 06/06/2025 - 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 4.1.9 05/14/2025 - 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. 4.1.8 02/13/2025 - 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 4.1.7 01/12/2025 - 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 4.1.5 07/23/2024 - Improved My Journey So Far
- Improved Client Search
- Added AMFI Regd. MFD
- Improved Fund Picks
- Fixed Address Screen Issue
- Resolved Crashes
- General Update 4.1.3 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 4.1.2 03/27/2024 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 4.1.0 01/04/2024 Improved Portfolio Screens, BSE Order Authentication for Individual & Joint Holders, BSE Order Authentication from My Orders Menu, Added Total SIP in My SIP Menu, Added User Profile Screen, New & Improved Top SIP Schemes, Given Physical & NACH option in BSE Mandate, Improved My Orders for Multi Exchange, Fixed Broker Profile Issue, Fixed MFU New Invest Issue, Fixed My Transactions Issues,Search Scheme, Document Upload, Contact No. & FAQ Tab issue, Factsheet Holdings Issue 4.0.3 11/10/2023 - 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. 4.0.1 11/01/2023 General Update, Performance Improvements 3.15 03/19/2021 General Update, Performance Improvements 1.711 09/30/2020 General Update, Performance Improvements 1.71 09/25/2020 General Update, Performance Improvements 1.7 08/01/2020 General Update, Performance Improvements 1.6 02/11/2020 General Update, Performance Improvements 1.5 02/07/2020 General Update, Performance Improvements 1.44 01/25/2020 General Update, Performance Improvements 1.43 01/24/2020 Instant Client Onboarding Introduced 1.4 01/15/2020 General updates, Performance Improvements 1.3 10/04/2019
Investment Locker version 4.6.9
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
Investment Locker version 4.6.4
Updated At: 2025-10-28
Changes: - 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
Investment Locker version 4.3.1
Updated At: 2025-09-10
Changes: Sep 10, 2025
Version 4.3.1
- New KYC Onboarding Module
- Introduced New NSE Invest
- Optimised Client Search for Large IFA
- Updated Insurance Filter
- Fixed Other Issues and Crashes
Investment Locker version 4.2.4
Updated At: 2025-06-06
Changes: Jun 6, 2025
Version 4.2.4
- Added NSE/BSE New Nominee Requirements
- Other fixes and updates
Investment Locker version 4.1.9
Updated At: 2025-05-14
Changes: May 14, 2025
Version 4.1.9
- 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
Investment Locker version 4.1.8
Updated At: 2025-02-13
Changes: Feb 13, 2025
Version 4.1.8
- 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.
Investment Locker version 4.1.7
Updated At: 2025-01-12
Changes: Jan 12, 2025
Version 4.1.7
- 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
Investment Locker version 4.1.5
Updated At: 2024-07-23
Changes: Jul 23, 2024
Version 4.1.5
- 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
Disclaimer
Official App Store Link
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