Investwell Mint Training Library

Get the most out of Investwell Mint with our training videos. Watch full sessions or jump to a specific feature/use case using timestamps for quick reference.

▶️ Full Playlist: Watch on YouTube

Session 1: Basics & Client Management

  1. Introduction to Investwell
  2. Login and Signup
  3. Prospect Self-Onboarding Module Overview
  4. Admin Dashboard Overview
  5. SIP and Transaction Overview
  6. SIP Mining (View Total SIP of Your Company)
  7. Different Credentials Update
  8. Compliances Report
  9. Alerts and Due Task
  10. Setup Auto Birthday and Anniversary Mailer
  11. Clients Menu
  12. Merge Duplicate Clients in Bulk
  13. Other Actions (Set Family Head, Group/Ungroup Family Members)
  14. Send Invitation to Clients
  15. Lock/Unlock Client’s Profile
  16. Remove Client with Zero AUM
  17. Folio Lookup
  18. Setup Email Configuration
  19. User Creation (RM, Broker, Sub Broker and More)
  20. Send Invitation to User
  21. Manage Access Permission for Users
  22. Map User with Investor
  1. Introduction to the Investor Portal
  2. Welcome Email and Login Process
  3. Alternative Login Methods (OTP, Gmail)
  4. Dashboard Overview
  5. Goal Achievement and Insurance Overview
  6. Document Upload and Risk Profile Submission
  7. Investment Journey
  8. Reports (Portfolio Valuation)
  9. Portfolio Summary Report
  10. Asset Allocation Report
  11. Capital Gain Realized Report
  12. Capital Gain Unrealized Report
  13. Dividend Report
  14. Profit and Loss Report
  15. Portfolio Performance Report
  16. Portfolio Rebalancing
  17. Portfolio Snapshot
  18. Transaction Menu
  19. Insurance Menu
  20. My SIP Menu
  21. My Folios
  22. Document Vault (Upload Imp Doc for easy access)
  23. Risk Profile Assessment
  24. Watchlist (One Day and Historical Change of Investment Schemes)

Session 2 - Investment Tools and Utilities

  1. Session Overview
  2. BSE API Login
  3. API Credentials Setup
  4. Importing Data from BSE
  5. BSE Portal Login & Data Download Process
  6. Uploading UCC Data to Investwell
  7. Handling Rejected UCCs
  8. Create UCC for (New/Existing) Clients
  9. Mandate Creation
  10. Initiate Order
  11. Fund Picks (Feature Overview)
  12. Additional Transactions in Existing Investments
  13. Manage Order
  14. Bulk Order Placing
  15. Key tips and conclusion
  1. Setting Up NSE Invest
  2. Creating UCC for New Investor Onboarding
  3. Status (Active/Inactive/Incomplete)
  4. Mandate Creation Process
  5. Start New Investment
  6. Additional Transaction (Make Investments in Existing Schemes)
  7. How to use the Cart (Investor and Broker Cart)
  8. Manage Profile (Manage and Perform actions for UCC & Mandates)
  9. My Orders (Order Status & Track Order)
  10. Systematic Orders (Modify or Cease SIP)
  1. Introduction
  2. Setting Up MFU
  3. Sync MFU Data
  4. Create New Investor
  5. Create CAN
  6. Create Mandate
  7. Make New Investment
  8. Additional Transaction (Make Investments in Existing Schemes)
  9. Check the Status of all Placed Orders
  10. Place Bulk Order
  11. Transfer Holding
  1. Introduction & Overview
  2. Top Schemes
  3. Rolling Return Calculator
  4. Task Manager
  5. Goal Planner
  6. Model Portfolio
  7. Calculators
  8. Forms
  9. Market Data
  10. Scheme Compare
  11. Fund Screener
  12. Meeting Notes
  13. Portfolio Overlap
  14. Transaction View
  15. Insurance
  16. Email Scheduler

Session 3

  1. Overview
  2. AUM Reports
  3. SIP Mining
  4. Cash Flow
  5. Alert Reports
  6. Security Exposure
  7. Change of Broker
  8. AUM Growth Report
  9. SIP Business Report
  10. Variance in Allocation
  11. Redemption Simulation
  12. Inactive Clients
  13. Missing SIP
  14. ELSS Procurement Report
  15. SIP Procurement Report
  16. Cross-Sell Report
  17. Client Acquisition Report
  18. Direct vs Regular Savings
  19. Switch Out Without Switch In
  20. AMFI Due Diligence
  21. Transaction Confirmation Mail
  1. File Import History
  2. AUM Reconciliation
  3. Compliance Report
  4. Transaction Reversals
  5. Campaign Log
  6. CAS Import
  7. Create Transaction (Mutual Funds)
  8. Create Transaction (Share & Bonds)
  9. Create Transaction (Fixed Deposits)
  10. Create Transaction (Other Assets)
  11. Login History
  12. Downloads
  13. Comprehensive Portfolio
  1. Investor Data Mining Report
    • Explanation of what the report includes
    • How advisors can filter and extract specific investor data
    • Use cases and benefits of this report
  2. Risk Profiling
    • Overview of Submitted Risk Profiles
    • Setup Risk Profiler
  3. Billing
    • Explanation of billing functionality
    • How advisors can generate and manage invoices
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