Investwell Mint
AutomatedPortfolio and CRM software for mutual fund distributors and financial advisors, priced by AUM.
Investwell Mint has 1 plan: paid plans from ₹25,000/year. We have not recorded a price change.
Investwell Mint plans and prices
Mint
yearly₹2,083.33/mo
billed annually · ₹25,000/yr
Starting from ₹25,000/yr for AUM up to 25 Cr
- Financial Portfolio Reports
- Portfolio Return CAGR Report — ✓
- Portfolio Summary — XIRR Report ✓
- Capital Gain Realised — ✓
- Capital Gain Unrealised — ✓
- Allocation Analysis — ✓
- Transaction Statement — ✓
- Portfolio Rebalancing — ✓
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- MoM/QoQ/YoY Returns — ✓
- AMC's SOA Real Time Fetch — ✓
- CRM Capabilities
- Email Scheduler — ✓
- Portfolio Management — ✓
- Birthday / Anniversary Wishes Auto — ✓
- SIP/STP Due Reminders Auto — ✓
- Insurance Renewal, FD & FMP Maturity Alerts Auto — ✓
- Compliance Reports — ✓
- Client Segmentation — ✓
- Active/Inactive Client Management — ✓
- Client Acquisition — ✓
- Comparative Analysis — ✓
- Fund Selectors — ✓
- Rolling Returns — ✓
- Business Analytics
- AUM Analysis — ✓
- Purchase & Sales Analysis — ✓
- SIP Growth Analysis — ✓
- Cash Flow Analysis — ✓
- Variance in Allocation — ✓
- Redemption Simulation — ✓
- Security Exposure
- Goal Centric Reports
- Goal Simulator — ✓
- Goal-Wise Report — ✓
- Goal Status Report — ✓
- All Asset Classes
- Mutual Fund – Own ARN/RIA Data
- MF – Outside ARN/RIA Data
- Shares & Bonds — ✓
- Fixed Deposits — ✓
- PMS & AIF — ✓
- Insurance (Life & General) — ✓
- Real Estate, Gold — ✓
- All Bulk Uploads Available — ✓
- Hierarchy Management — Customise Multiple Levels For org. Zone/Region/Branch
- Number Of Relationship Managers — Unlimited
- Number Of Sub Brokers — Unlimited
- Number Of Investors — Unlimited
- Mutual Funds Transaction NSE / BSE & MFU — ✓
- Client Wise Permission
- Role Wise Permission — ✓
- Investment Account Creation — ✓
- SIP Mandate Creation — ✓
- Order Status Tracking — ✓
- Manage your Leads
- Import Prospects — ✓
- Close New Clients — ✓
- Create Model Portfolio Presentation — ✓
- SIP Plan Presentation — ✓
- Task Manager — ✓
- Email Schedule Reports — ✓
- Brokerage Management
- Income Details — ✓
- Find Low Earning Assets — ✓
- FY Analysis — ✓
- Sub Brokerage Payout Processing — ✓
- Security Bank Type – 256 Bit Encryption — ✓
- IP Whitelisting — ✓
- Google Sign In — ✓
- Single Sign On — ✓
- Custom Domain — ✓
Price history
Last 0 recorded changes
No price changes recorded yet.
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