Driving Innovation in Financial Advisory for
Over Two Decades
Financial Advisors come to us for our innovative technological solutions, they stay for the results.
About
- ISO/IEC 27001:2022 Certified
A renowned name in the mutual funds advisory industry, Investwell supports mutual fund distributors, IFAs & national distributors. Investwell offers technology solutions that handle large data volumes, manage client relationships, simplify complex processes, and provide actionable insights and analytics.
Our Values
Customer Centric
Constant Improvement
Agile
Feedback-Fueled Innovation
Tech Driven
Growth – First Mindset
How Investwell Evolved with Time
2000
Think you’re a good fit? Let’s find out together
Investwell’s Offerings
Equipping financial professionals with advanced solutions to simplify their processes, enhance client services, and grow their business.
Investwell Mint
A powerful solution for wealth management, simplifying portfolios, transactions, and business analytics in one unified place
Website Development
Professional, client-centric websites tailored to financial advisors, designed to boost visibility and credibility
Mobile App Development
Custom mobile apps that provide seamless user experiences, allowing clients to access financial services anytime, anywhere
Onboard unlimited users & investors on Investwell Mint.
Transparent AUM-linked pricing.
Starting from ₹25K/yr
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)
"Investwell didn’t just meet our needs - they fueled our growth from the ground up. Their ever-evolving product & personalised support make a real difference, helping us stay ahead."
FInomatic (Kolkata)
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