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The first wealth management software that you’ll love.
And the last one you’ll ever need.
And the last one you’ll ever need.
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Features Designed for Your Success
Explore features designed to level up your financial advisory practice,
crafted with insights from advisors & brokers like you.
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+ mutual fund distributors & financial 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
Trusted by the Top Wealth Managers of India
The Engine Fueling Growth for
India's Leading MF Distributors
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