Getting Started Guides

Merging Duplicate Clients
As you start using Mint for the first time you will have to perform some data correction activities like merging duplicate Investors and Creating Families. ...
Mon, 25 Nov, 2019 at 4:29 PM
Creating Family of Clients
Your investors would usually like to view their investments as a family. This is because an Individual salaried person can invest in Mutual Funds on behalf ...
Sun, 15 Dec, 2019 at 3:48 PM
Demerge clients
If you have merged clients by mistake you can demerge them from the Folio lookup menu in your Advisor portal. Here, you can view two name columns ...
Mon, 25 Nov, 2019 at 4:02 PM
Create a new Relationship Manager & Sub Broker user
Invite your Team Depending on the size of your team, you do this as a first step in getting started with Mint or carry it out later when required.  To kno...
Sun, 5 Jan, 2020 at 12:08 AM
Assign a Relationship Manager to your clients
After inviting your team members and creating some Groups, you can assign an RM to them. To do this go to Investor Lookup, select the desired Family Heads a...
Mon, 28 Oct, 2019 at 1:15 PM
Create new UCC using BSE Star MF Integration
If you have already created UCCs on BSE Star MF portal you can import them in Investwell Mint. Firstly, you need to download List of UCC registered with BSE...
Sat, 4 Jan, 2020 at 10:22 PM
Upload UCC and Mandates
Get UCC file from BSE Star MF portal by following these steps Login to BSE portal Go to Admin section Here click on Client reports Then click on Client...
Sat, 4 Jan, 2020 at 10:14 PM
Create BSE Mandates
In the Advisor portal of Investwell Mint Go to Invest Online Menu >> Profile list. After you have created the UCC, click on the Mandate amount column ...
Wed, 8 Jan, 2020 at 12:05 AM
View Latest transactions
Transactions report is available on the main navigation menu in both the Advisor and Client portal. This report will show all historical transactio...
Sun, 24 Nov, 2019 at 7:29 PM
Invite your clients
To invite your clients one by one go to the Clients menu and choose the action of Send Invitation from the right action menus. To invite your ...
Sun, 5 Jan, 2020 at 1:22 AM