Investwell Mint
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What is Investwell Mint?
Investwell Mint is India's best software for mutual fund distributors. It serves 4,700+ wealth managers managing 80+ lakh investors and 6 lakh crore in AUM. Built for MFDs, financial advisors, and family offices, it provides an end-to-end solution for running their business.
Pricing
Investwell Mint Starting Price
$ 278/Annual
Awards
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Key Features of Investwell Mint
Here are the powerful features that make Investwell Mint stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Portfolio Management
- Mutual Fund Tracking
- Goal Planning
- Client Reporting
- Tax Planning
- Financial Planning
- Sip Management
- Asset Allocation
- Risk Analysis
- Performance Analytics
- Transaction Management
- Document Management
- Client Onboarding
- Mobile App
- Alerts And Notifications
- Data Import/export
- Customizable Dashboards
- Compliance Management
- Fee Management
- Integration With Financial Institutions
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Investwell Mint Screenshots
Investwell Mint Pricing
Here are the pricing plans for Investwell Mint. Choose the plan that best fits your requirements and budget. Get Detailed Investwell Mint pricing as per your requirements.
AUM Based Pricing
$ 278
Annual
- All Features
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The pricing information for Investwell Mint is sourced either directly from the software provider or publicly available materials. To get the most accurate and up-to-date costs, we advise reaching out to the vendor.
The pricing information was last updated on 4th May 2026.
Investwell Mint Specifications
Get a closer look at the technical specifications and system requirements for Investwell Mint. Find out if it's compatible with your operating system and other software.
Company Details :
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Investwell Mint Description
Here's the comprehensive description of Investwell Mint. Gain a brief understanding of its unique features and exceptional benefits.
Key Features of InvestWell Mint
- Best in India Portfolio Review
- Capital Gain analysis
- Advisor CRM
- Advisor and Investor initiated transaction execution for all Mutual funds
- Goal Planner
- Brokerage Analysis
- Drive Engagement via email broadcasting
- Model Portfolio Analysis
- Scheme Compare & Factsheets
- Portfolio rebalancing tools
- SIP Book analysis
Investwell has been a pioneer in the mutual funds' advisory sector since 2000. Investwell crafts intuitive, comprehensive software solutions to cater to the varied requirements of financial advisors. At the core of its offerings is Mint, a cloud-based solution serving as a one-stop solution for mutual fund advisors & distributors. Additionally, one can avail bespoke solutions such as personalised websites and mobile applications (available on both iOS & Android), further enhancing the advisor-investor experience.
Investwell Mint Resources
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Investwell Mint FAQs
What are the top 5 features for Investwell Mint?
The top 5 features for Investwell Mint are:
- Fixed assets
- Balance Sheet
- Income Statements
- Portfolio Management
- Billing & Invoicing
What type of customer support is available from Investwell Mint?
The available support which Investwell Mint provides is:
- Phone
- Live support
- Tickets
- Training
What platforms does Investwell Mint support?
Investwell Mint supports a variety of platforms including Android and IOS.
What types of businesses does Investwell Mint serve?
Investwell Mint serves a wide range of businesses, including but not limited to Startups, SMBs & Enterprises.
How is Investwell Mint commonly used?
Investwell Mint is commonly used for various purposes, such as CRM, Financial CRM and more.
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