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• Investwell Mint

  Everything about running your business on Investwell Mint.

  • Folios Without Nominees - Compliance Report
  • PAN Missing - Compliance Report
  • EUIN Remediation - Compliance Report

  47 articles

• Investwell CRM

  Leads, follow-ups and campaigns in Investwell CRM.

  • Whatsapp Integration
  • How to use WhatsApp in Investwell CRM
  • CRM Notifications – Help Guide

  13 articles

• Portfolio Reports

  Portfolio statements, capital gains and scheduled reports.

  • Portfolio Valuation Report

  1 article