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0124-4707474
Knowledge base
Investwell Mint
Getting Started Guides
15
Merging Duplicate Clients
Creating Family of Clients
Demerge clients
Create a new Relationship Manager & Sub Broker user
Assign a Relationship Manager to your clients
View all 15
Portfolio Reports
3
Portfolio Valuation report
Comprehensive Portfolio report
Capital Gain reports
Utilities for Advisors
6
Import External Funds Using CAS
Email Schedular for Portfolio reports
Download Statement of Account for a folio
Model Portfolio Review utility
Rolling return Calculator
View all 6
NSE/BSE/MFU Guides
11
Create new UCC using BSE Star MF Integration
Upload BSE UCC and Mandates of existing clients
Create a Mandate in BSE Mandate
Create IIN using NSEnMF integration
Upload CAN and Mandates of existing clients
View all 11
Business Analytics Reports
3
Security Exposure report
Variance in Allocation report
Brokerage Income Detail and Analysis
Compliance Reports
3
Aadhaar PAN Linking report
Folios without Nominee and missing Nominee Opt out flag
IIN, UCC Communication mismatch with Folio
Mint Training Webinars
1
Webinar 1 | Invest Online & Portfolio Valuation Report
Entry of different types of Assets
2
How to enter PPF in Mint
Add Fixed Deposits for Investors
Brokerage Reports
1
RM Incentive Module
General
FAQ
22
Capital Gain Report for FY 18-19
How to perform AUM Reconciliation?
How to Link Aadhaar with RTA?
GST Invoices for AMC
GST Invoice for Investor
View all 22
Community forums
Showing recent updates
Start a new topic
Investwell Mint
What's New in Mint?
104
Mint Release Note 28-02-2025
Posted by
Prashant Verma
,
6 days ago
Last Reply
by Prashant Verma
6 days ago
Mint Release Note 28-02-2025
Posted by
Prashant Verma
,
15 days ago
Last Reply
by Prashant Verma
15 days ago
Mint Release Note 14-02-2025
Posted by
Prashant Verma
,
29 days ago
Last Reply
by EVERGREEN WEALTH PARTNERS
28 days ago
See all 104 topics
Feature Requests
165
Requesting Goal SIP for the AMC Schemes which are available in NSE PLAtform
Posted by
Jeyvenkatesh Rajagopal
,
6 days ago
Last Reply
by Jeyvenkatesh Rajagopal
6 days ago
Missing KYC Analytics
Posted by
WEALTH VEDA
,
almost 4 years ago
Last Reply
by vikas gupta
7 days ago
Alert Notification should allow to select investors manually
Posted by
Anant Investment Distributors
,
about 2 months ago
Last Reply
by Anant Investment Distributors
about 1 month ago
See all 165 topics
New Feature Alert
1
New Updates
Posted by
Rabab Sabuwala
,
7 months ago
Last Reply
by Rabab Sabuwala
7 months ago
InvestWell Corporate - SQL
What's new in InvestWell?
25
Version Update 29th April 2020
Posted by
Anuj Jain
,
almost 5 years ago
Last Reply
by Anuj Jain
almost 5 years ago
Version Update 18th June 2019
Posted by
Anuj Jain
,
almost 6 years ago
Last Reply
by Anuj Jain
almost 6 years ago
Version Update 30 April '19
Posted by
Anuj Jain
,
almost 6 years ago
Last Reply
by Anuj Jain
almost 6 years ago
See all 25 topics
Feature Request
45
Confusion with Gain and overall gain calculation in mobile app
Posted by
Vijaibabu
,
over 1 year ago
Last Reply
by Anuj Jain
over 1 year ago
Financial Button option required in Transaction statement
Posted by
Lakshmigain Securities(P) Ltd
,
over 4 years ago
Last Reply
by Lakshmigain Securities(P) Ltd
over 4 years ago
CC or BC Client email to subbroker
Posted by
Dilip Patel
,
over 5 years ago
Last Reply
by Dilip Patel
over 5 years ago
See all 45 topics
Report Problems
6
UPDATED POLICY NOT SHOWN IN POLICY DOCS IN GENERAL INSURANCE
Posted by
Ritambhara
,
6 months ago
Last Reply
by Ritambhara
6 months ago
SUB-TOTAL IN REALISED GAIN IN EXCEL
Posted by
CAPITAL SPROUT
,
over 3 years ago
Last Reply
by CAPITAL SPROUT
over 3 years ago
GRAND TOTAL IS NOT SHOWING IN ON SCREEN & PDF VIEW
Posted by
CAPITAL SPROUT
,
about 4 years ago
Last Reply
by CAPITAL SPROUT
about 4 years ago
See all 6 topics