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
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 access Mint
To invite your clients one by one go to the Clients menu and choose the action of Send Invitation from the right action menus. In case you want to invite al...
Sun, 5 Jul, 2020 at 4:30 PM
Modify an Existing Family
You can add a new member to an existing family or Remove a member from a family.  You can select a new client from the clients menu and then select the cl...
Sun, 15 Dec, 2019 at 3:47 PM
Bulk Upload Insurance
In the Insurance menu of the broker portal you can upload Insurance policy details through an Excel file.  Bulk upload can only be done from the Admin login...
Sun, 21 Jun, 2020 at 10:09 PM