Simple, transparent pricing for mutual fund distributors & financial advisors.
Investwell Mint pricing is tied to your AUM – not your team size, not your investor count. One plan, every feature. Starting from ₹25,000/yr for AUM up to 25 Cr.
Comparison of Mint
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Financial Portfolio Reports
Portfolio Return CAGR Report
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Portfolio Summary XIRR Report
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Capital Gain Realised
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Capital Gain Unrealised
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Allocation Analysis
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Transaction Statement
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Portfolio Rebalancing
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MoM/QoQ/YoY Returns
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AMC's SOA Real Time Fetch
✓
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CRM Capabilities
Email Scheduler
✓
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Portfolio Management
✓
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Birthday / Anniversary Wishes
Auto
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SIP/STP Due Reminders
Auto
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Insurance Renewal, FD & FMP Maturity Alerts
Auto
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Compliance Reports
✓
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Client Segmentation
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Active/Inactive Client Management
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Client Acquisition
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Comparative Analysis
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Fund Selectors
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Rolling Returns
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Business Analytics
AUM Analysis
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Purchase & Sales Analysis
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SIP Growth Analysis
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Cash Flow Analysis
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Variance in Allocation
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Redemption Simulation
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Security Exposure
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Goal Centric Reports
Goal Simulator
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Goal-Wise Report
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Goal Status Report
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All Asset Classes
Mutual Fund – Own ARN/RIA Data
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MF – Outside ARN/RIA Data
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Shares & Bonds
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Fixed Deposits
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PMS & AIF
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Insurance (Life & General)
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Real Estate, Gold
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All Bulk Uploads Available
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Hierarchy Management
Customise Multiple Levels For org. Zone/Region/Branch
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Number Of Relationship Managers
Unlimited
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Number Of Sub Brokers
Unlimited
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Number Of Investors
Unlimited
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Mutual Funds Transaction
NSE / BSE & MFU
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MFU Not Available
Client Wise Permission
✓
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Role Wise Permission
✓
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Investment Account Creation
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SIP Mandate Creation
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Order Status Tracking
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Manage your Leads
Import Prospects
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Close New Clients
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Create Model Portfolio Presentation
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SIP Plan Presentation
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Task Manager
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Email Schedule Reports
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Brokerage Management
Income Details
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Find Low Earning Assets
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FY Analysis
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Sub Brokerage Payout Processing
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Security
Bank Type – 256 Bit Encryption
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IP Whitelisting
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Google Sign In
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Single Sign On
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Custom Domain
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