Investwell Mint

Automated

Portfolio and CRM software for mutual fund distributors and financial advisors, priced by AUM.

Visit website Pricing page

Active plans

Total changes

Last change

Jul 15, 2026

Price trend

no history

What we know about Investwell Mint’s pricing

Stable

Changes in 12 months

Cadence

Only change tracked, 2mo ago

Direction

New plan recently added

Category position

Pricier than 99% of CRM tools (345 compared)

Current pricing

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(✓)
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 1 changes

Date	Plan	Change	Old	New	Δ%
Jul 15, 2026	Mint	new plan	—	$25,000	—

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