Voted Best WealthTech at Bharat Fintech Summit Awards
India’s Best Mutual Fund Distributors use
Grow your MFD business with an all in one mutual fund software to manage
Portfolio Review, Market Research, Transaction Execution and Business Analytics. & Business Analytics
Trusted by the Top Mutual Fund Distributors in India
Why MFDs Choose Us?
Maximize returns, minimize effort – our all-in-one solution streamlines wealth management
One-Stop Solution
Be it Market Research or Portfolio Review, we’ve got you covered
Scalability in Everything
Onboard Unlimited Investors & EmployeesSimplify your advisory workflow with a single, comprehensive solution
Robust Security
All-encompassing protection for your entire data
Unmatched Data Accuracy
Because we understand every Transaction and every Folio is importantWhat Do We Offer?
Business Analytics
Harness data-driven insights to Streamline Operations, Optimize Client Engagement, and fuel Business Growth
Market Research
Gain deep insights into Scheme Performance, Compare Options, and make Informed Investment Steps for desired results
Online Transactions
A single place to Execute, Manage, and Track Transactions from BSE, NSE & MFU
Portfolio Review
Evaluate each client’s portfolio with detailed reports on Portfolio Performance, Valuation, Asset Allocation, Capital Gains, and more
Investwell Mint’s iOS & Android App
Empowering IFAs, RIAs & National Distributors For 24 Years
48%
AUM Growth in 1 Year
3500+
Wealth Managers
₹5 Lakh+
Crores Platform AUM
50 Lakh+
Investors
Tools & Calculators
Don't Just Take Our Word For It
Client Testimonials
The Engine Fueling Growth for
India's Leading MF Distributors
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