Utilities for Advisors

Upload CAS of CAMS/Karvy
You can import Mutual fund scheme transactions in DIRECT mode or of other ARN of your investors using this utility. Go to CAMS or Karvy's website and ...
Tue, 10 Mar, 2020 at 1:19 PM
Email Schedular for Portfolio reports
Email scheduler is available in the Advisor portal of Investwell Mint. You can use it send Portfolio reports to your clients in batch mode at a set frequenc...
Sun, 23 Feb, 2020 at 9:12 PM
Download Statement of Account for a folio
Folio lookup menu is available in the Advisor portal on the main navigation menu. You can use the Folio lookup screen to  View the current market...
Sun, 21 Jun, 2020 at 10:05 PM
Model Portfolio Review utility
This utility is provided to help you get a comprehensive analysis of a client or prospect's current holdings analysis so that a recommendation can be m...
Mon, 17 Feb, 2020 at 10:27 AM
Rolling return Calculator
When we sit down to find a new scheme to invest in, we seldom find ourselves searching for the best schemes across different trailing year returns. The sche...
Mon, 17 Feb, 2020 at 10:35 AM