Success Stories of Mutual Fund Distributors like you
Results from distributor firms that use Investwell Mint, told in their own words. Every figure on these pages is reported by the firm itself.
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Ghanshyam Investments cut platform costs by 65% by managing every ARN in one place
A Rajkot-based MFD firm moved all its ARNs onto Investwell Mint and now places BSE, NSE and MFU orders from one login.
- lower platform costs
- 65%
- saved each week on client calls
- 8+ hours
Suits: MFDs who hold more than one ARN, including family-run firms.
How a Kolkata-based MFD, onboards 2000+ clients a month
Onboarding clients need to be quick and frictionless for firms like Finomatic who operates a large MF distribution network. Find out how Investwel Mint support Finomatic in doing so.
- new clients a month
- 2000
- sub-brokers using the platform
- 1000+
Suits: Mutual fund distributors with tens of thousands of clients, and firms with large sub-broker networks.
Moneyplus recovered ₹5 lakh in lost brokerage after tracing an EUIN mismatch
How an established mutual fund distributor traced a list of EUIN mismatches among transations and recovered ₹5 lakh in brokerage which he couldn't have found anywhere else.
- brokerage recovered
- ₹5 lakh
Suits: Mutual fund distributors who have seen brokerage drop without a clear reason.
Investwell Mint at a glance
- Clients
- 5,200+
- AUM on the platform
- ₹7.5 lakh crore+
- Investors
- 10 million+
- Data Accuracy
across 4 crore folios - 99.91%
Most Preferred Backend Software for MFDs
7th FFFP Conference, Mumbai
ISO/IEC 27001:2022 Certified
Information security management
Which story is closest to your business?
| If your firm… | Read |
|---|---|
| Holds more than one ARN and places BSE, NSE and MFU orders through separate logins | Ghanshyam Investments |
| Has tens of thousands of clients, still onboards on paper or runs a large sub-broker network | Finomatic |
| Has seen brokerage drop without a clear reason, or wants to catch EUIN and other compliance issues early | Moneyplus |
About these stories
Where do the figures in these stories come from?
Each figure is reported by the firm featured in the story, based on its own experience after moving to Investwell Mint. Results depend on each firm’s size and setup.
Can Investwell Mint bring several ARNs into one login?
Yes. Ghanshyam Investments moved all its ARNs onto Investwell Mint, so every client, folio and portfolio now sits behind a single login, with BSE, NSE and MFU orders placed from the same place.
Does Investwell Mint work for distributors with a large client base?
Finomatic, a Kolkata-based mutual fund distributor with 60,000+ clients, automated AUM reconciliation and moved client onboarding online with Investwell Mint. The firm reported 2,000 new clients a month.
Can Investwell Mint help a distributor find missing brokerage?
Moneyplus, a mutual fund distributor in Nashik, used Investwell Mint to find the transactions with no brokerage credited. It traced the cause to an EUIN mismatch and recovered ₹5 lakh.
How long does it take for a firm to move to Investwell Mint?
Data migration is free, from CAS, Excel, CSV or RTA data, and clients go live within a week.