Make Your Financial Advisory
The first wealth management software that you’ll love.
And the last one you’ll ever need.
- Take a quick tour and see for yourself
Features Designed for Your Success
Explore features designed to level up your financial advisory practice, crafted with insights from advisors & brokers like you.
CRM
- Email Scheduling: Schedule emails with pre-built & customisable templates
- Meeting Notes: Schedule emails with fixed & customizable templates
- Reminder & Alerts: Set timely reminders for SIPs, birthdays, & key deadlines
- Segmentation (Tags): Organize clients with tags for personalization & targeting
- Risk profiling: Evaluate and document client’s risk levels for tailored planning
Portfolio Review
- Portfolio Valuation & Summary: Detailed portfolio valuations & performance summaries with data grouping
- Asset Allocation: Track & analyse asset distribution across products and categories
- Portfolio Rebalancing: Forecast clients’ potential gains by adjusting & simulating fund allocations
- Capital Gains Report: Track all realized and unrealized capital gains from investments
- Goal Planner: Set, track, & map investments to financial goals
Online Transactions
- Account creation: Create accounts and transact on BSE, NSE & MFU through Mint
- DigiLocker based KYC: Check/Modify KYC status or initiate digital KYC
- Mandate: Set up investment mandates for clients for easy purchase
- Transfer holdings: Consolidate all your investments in one place for a clearer overview.
- Referral: Sub brokers & clients can refer other clients creating virality
- DFIM or Do It For Me: Sub-brokers and RMs can transact on clients’ behalf
Business Analytics
- AUM Report: View detailed breakdowns by AMC, schemes, categories, RMs, and ARNs
- SIP Data Mining: Track running, new, terminated or matured SIPs across all clients
- Change of Broker In/Out Report: Access the list of transactions received through broker changes
- Redemption Simulation: See potential gains from redeemed assets when compared to their current value
- Cross-Sell Report: Identify opportunities for cross-selling products to under-served customers
Brokerage
- Income Analysis: Income details & analysis with group by fund, scheme, client, RM, Sub broker, etc.
- Sub Broker Payout: View sub-broker commissions and set rates accordingly
- Reconciliation: Find the gap in receivable & received brokerage
- Lost Brokerage: Find missing folios in brokerage & analyse low earnings by brokerage rates
- Net Earnings: View net earnings after deducting payouts from commission
- Brokerage auto-update: Brokerage is auto-updated every month & can be viewed month-wise
Tools
- Top Schemes: Access top-performing schemes or analyse for specific ones
- Task Manager: Manage and track tasks priority-wise across your advisory
- Calculators: A plethora of calculators like SIP, STP, SWP, education, income tax, etc.
- Portfolio X-Ray: Compare client portfolios with a Model Portfolio of your investor persona
- Mutual Fund Forms: Download pre-filled forms with your details from various AMCs
You’re serious about your financial advisory. We are too.
All Features, All Modules.
Pay Only Based on Your AUM.
Starting at ₹25,000/yr for AUM up to 25 Cr.
5,000+ brokers & advisors use Investwell Mint to
Master Client Management
Business Insights & Analytics
Effortlessly Manage Hierarchies
Execute Transactions Seamlessly Across Exchanges
Make Refined Decisions with Tools & Utilities
Empowering MFDs, Family Offices & National Distributors For 25 Years
Trusted by the Top Mutual Fund Distributors in India
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 (Chennai, Tamil Nadu)
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 (Delhi)
The team behind Investwell is extremely helpful, and based on our experience, their software is the best in the industry.
Etica Wealth
I have been using Investwell Mint for managing my mutual fund clients, and it has been an essential part of my success. The platform consistently brings in innovative features that make investing easier and more efficient.
Vision Ladder LLP
A 100% trusted and tested app & web portal for MFDs
Ram Gaikwad Finserv Private Limited (Pune, Maharashtra)
15 years with Investwell Mint, and it has never let us down. The product and service have been consistently excellent throughout.
Y S Capital (Mumbai, Maharashtra)
Investwell stands out in their commitment to continuously equipping mutual fund distributors with better technology. What is equally impressive is how they communicate. When a new feature goes live, you hear about it promptly and how to use it effectively. Above all, the team listens. Every new feature reflects a genuine understanding of the challenges MFDs face.
The Financial Mall (Gurgaon, Delhi NCR)
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