FAQ

How to Create New users and Assigning Rights?
InvestWell allows you to set a Hierarchical access to you Clients data for all the employees in your organization. Please watch in 720p (HD). Go to Sett...
Wed, 14 Jun, 2017 at 11:52 AM
AUM Analysis
Many advisors ask for finding the AUM (asset under management)  for a period , say Financial Year 2016 . Sometimes they want to Compare AUM variation be...
Tue, 30 May, 2017 at 1:38 PM
SEBI Due Diligence report
Sebi Conducts Due Diligence for ARN Holders based on criteria such as AUM, Commissions etc. The purpose of this is to ensure best practices are followed in ...
Wed, 14 Mar, 2018 at 3:37 PM
Unexpected Error from External Database (1)
While uploading transaction file if you see the following error. Please follow the procedure in this guide to rectify the same. For Windows 10 G...
Fri, 10 Nov, 2017 at 9:59 AM
CAGR Calculation Method - Weighted and Standard
PFA Sample CAGR Calculation File. The default CAGR method has been changed to weighted CAGR. Earlier it was Standard. This can be changed as required in th...
Thu, 3 May, 2018 at 10:06 AM
Scheme Categorization and Merger handling in Investwell
Due to SEBI circular regarding scheme categorization, most of the mutual funds have done the following : Renamed some Schemes Merged some schemes with...
Fri, 8 Jun, 2018 at 10:34 AM
Push notification
Now you can send one to one or mass notification to your app users. Please find attached Guide to use Notification Panel. We will also link this li...
Wed, 20 Feb, 2019 at 12:54 PM
Shares Upload
We have a couple of ways of importing Equity transactions. Excel import from your Share trading application, if available. Individual Contract notes give...
Sat, 13 Apr, 2019 at 10:38 AM
Making a Quotation to the Client. Create Tax Invoice Later
1. Open Setup Menu, ARN Settings Menu option 2. Select the ARN / RIA Code CHECK the option Quotation Fist Tax Invoice Later 3. Prepare bill as usu...
Fri, 9 Aug, 2019 at 4:59 PM