Ghanshyam Investments cut platform costs by 65% by managing every ARN in one place
Ghanshyam Investments, a Rajkot-based MFD firm, was running several ARNs across separate transaction platforms and report sources. After moving all of them to Investwell Mint, the firm reported 65% lower platform costs and 8+ hours saved every week on client calls.
Last updated: 4th Nov 2026
Book a Demo- Firm
- Ghanshyam Investments
- Founder
- Suresh Prabhudas Vithlani
- City
- Rajkot, Gujarat
- Investwell Mint customer since
- 2005
- Features used
- Multi-ARN management; BSE, NSE and MFU transactions; centralised portfolio access; business analytics and MIS
The challenge: every ARN came with its own login
“As a mutual fund distributor, navigating multiple ARNs presents both opportunities and challenges. Our fragmented ARNs hindered timely client management.”
Like many family-run distribution businesses, the firm worked across more than one ARN, for example where family members in the business each hold their own. Those ARNs were spread over different investment products and institutions, and each came with its own set of tools.
A BSE order meant one platform. An NSE order meant another. MFU meant a third. Reports were scattered the same way: portfolio valuation from one place, AUM from another, SIP data from somewhere else. When a client called, the team first had to piece the answer together.
That cost the firm in three ways:
-
Money
It paid for several platforms to do one job.
-
Time
Every transaction and every report meant switching systems.
-
Client service
Portfolio management, servicing and transaction processing all slowed down.
How Ghanshyam Investments uses Investwell Mint
Every ARN under one login
The first change was to stop switching. Ghanshyam Investments moved all its ARNs onto Investwell Mint, so every client, folio and portfolio now sits behind a single login. For a multi-ARN firm, that means one place to see the whole book of business, instead of piecing it together from separate platforms and spreadsheets.
BSE, NSE and MFU orders from one place
Next step, transactions. The team now places BSE, NSE and MFU orders across all its ARNs from Investwell Mint. With fewer platforms to move between, there are fewer chances to make mistakes.
Client answers in one search
When a client calls now, the team works from the broker dashboard, folio lookup and client directory. Portfolio valuation, performance and rebalancing views are in the same place.
Watching the business, not just the portfolios
With all its data in one system, the firm can see how the business is moving and where it needs attention. Investwell Mint’s business analytics and MIS break the numbers down by ARN, sub-broker, relationship manager and client family. The reports the firm relies on include:
- AUM reports and security exposure
- SIP mining and missing SIPs
- Inactive clients
- Allocation variance
- Change of broker report
Brokerage tracked ARN by ARN
Investwell Mint tracks brokerage and sub-broker payouts against each ARN and each sub-broker. A multi-ARN firm can see what every ARN earns without reconciling separate statements.
The Results
These figures were reported by Ghanshyam Investments.
- Platform costs
- 65% lower after moving to Investwell Mint
- Time spent handling client calls
- 8+ hours saved each week
- Net investment
- Rose 20%
Why the numbers moved: with one platform in place of several, the firm stopped paying for overlapping tools. With every portfolio in one place, a client call no longer meant searching across systems.
“Mint’s Multi ARN has saved us valuable time and improved our ability to provide personalized advice to clients. It has enabled us to focus more on client relationships and less on administrative tasks.”
Suresh Prabhudas Vithlani
Founder, Ghanshyam Investments
Who this story suits
- MFDs and IFAs who hold more than one ARN, including family-run firms where several members hold their own.
- Firms placing BSE, NSE and MFU orders through separate logins.
- Teams that build client and business reports by combining data from several sources.