Voted Best WealthTech at Bharat Fintech Summit Awards
India’s Best Financial Advisors use
Investwell
Supercharge your wealth management with an all in one solution to take care of
Portfolio Review, Market Research, Transaction Execution & Business Analytics
Portfolio Review, Market Research, Transaction Execution & Business Analytics
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 & EmployeesSimplify your advisory workflow with a single, comprehensive solution
Robust Security
All-encompassing protection for your entire data
99.91% Data Accuracy
across 3.6 crore folios, the highest in the industryWhat 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
₹18300 Cr
Invested via Investwell in 2025 (So Far)
4500+
Wealth Managers
₹6 Lakh+
Crores Platform AUM
80 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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