Make Your Financial Advisory
Data Driven
Client Centric
Stand Out!
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.
3500+ 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
Invested via Investwell in 2025
₹
23000
+ Cr
Wealth Managers
4000
+
Crores Platform AUM
₹
1
Lakhs +
Investors
₹
70
Lakhs +
Trusted by the Top Mutual Fund Distributors in India
The Engine Fueling Growth for India's Leading MF Distributors
We’d love to hear from you. Please fill out this form.
