Voted Best WealthTech at Bharat Fintech Summit Awards
India’s Best Financial Advisors use
Supercharge your wealth management with an all in one solution to take care of Portfolio Review, Market Research, Transaction Execution & Business Analytics
- ISO/IEC 27001:2022 Certified
Trusted by the Top Mutual Fund Distributors in India
Why 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 & Employees
Robust Security
All-encompassing protection for your entire data
Unmatched Data Accuracy
Because we understand every Transaction and every Folio is important
What 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
Wealth Management, Anytime, Anywhere
Empowering MFDs, Family Offices & National Distributors For 25 Years
MF Factsheet
Access comprehensive factsheets of mutual funds for detailed analysis and comparison
SIP Performance
Monitor the performance of SIPs to get optimized returns
Dividend Announced
Stay informed about dividend announcements from your investments
Latest NAV
Stay updated with the latest NAVs of mutual funds
Scheme Performance
Track the performance of various investment schemes
Portfolio Overlap
Identify overlapping investments in your portfolios to diversify effectively
Portfolio Correlation
Analyze the correlation between various schemes in your portfolio
Invoice Generator
Create professional invoices effortlessly with our easy-to-use tool
Marriage Calculator
Estimate savings needed for your child’s wedding based on your budget and timeline.
Education Calculator
Calculate the cost of education for your children and plan your savings effectively
Retirement Calculator
Determine your optimal savings plan by customizing factors like age, income, etc
Income Tax Calculator
Calculate your taxes with old & new regimes
Don't Just Take Our Word For It
Client Testimonials
We at PurplePond have been using Investwell Mutual Fund reporting Software since 2014. NSE API Integration, Online Portfolio Viewer and Mobile Application have helped us scale up our business.
Purple Pond
I have used the software since 2000, when technology was an alien word. It has helped us scale up our business from a handful of clients to a few thousand and serve them well.
Chadha Investment
The Engine Fueling Growth for India's Leading MF Distributors
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The right technology partner like Investwell can help you identify issues you hadn’t seen and solve problems you thought you had to live with. The best part of the relationship is that you can take advantage of advanced skills when and how you need them. I consider Investwell as bespoke tech expertise available whenever you need it.
Sapient Finserv Private Limited (Pune, Maharashtra) Amit Bivalkar