Investwell Mint
Everything about running your business on Investwell Mint.
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- Folios Without Nominees - Compliance ReportEver checked a folio only to find there’s no one nominated to claim it? In the compliance report, the Folios without a Nominee report flags every account…Updated today
- PAN Missing - Compliance ReportLegacy folios opened before PAN became mandatory may still slip through. In the compliance report, The PAN Missing report lists those investors, so you know…Updated today
- EUIN Remediation - Compliance ReportIn the compliance report, the EUIN Remediation report highlights all transactions where the EUIN is missing or invalid. For such transactions, brokerage is…Updated today
- Portfolio CorrelationPortfolio correlation is a measure of how different assets move in relation to each other. In simple words, portfolio correlation is calculated considering how…Updated today
- IIN/UCC Communication Mismatch - Compliance ReportMismatched account details can halt transactions. In the compliance report, the IIN/UCC Communication Mismatch report compares your exchange registration data…Updated today
- KYC Missing - Compliance ReportIn the compliance report, the KYC Missing report pulls the latest KYC status directly from CAMS or KFintech. Get the latest status check by clicking Refresh…Updated today
- Aadhar Linking Missing - Compliance ReportIn the compliance report, When you select Aadhaar Missing from the dropdown, Investwell Mint displays all folios where the PAN-Aadhaar linkage is incomplete…Updated today
- Setting Up BSE 2.0 IntegrationBSE 2.0 integration is completed in two stages, on two different platforms, and both stages are required. First, you'll exchange and register public keys on…Updated today
- Statement of Account CAMS and KFintechModule: Broker Portal, Client Portal, Mobile App Navigation path: Folio Lookup > SOA icon (beside the folio) > Request SOA A Statement of Account (SOA)…Updated today
- Billing for AMCs and Advisory FeeBroadly speaking, there are 2 types of bills which can be created in Investwell Mint. Client Bill - These are bills that you can raise to your Investors for…Updated today
- How to Stop an SIP in BSE and BSE 2.0: A Step-by-Step GuideA Systematic Investment Plan (SIP) can be stopped for a client from the Investwell platform, using the systematic orders section under either BSE or BSE 2.0…Updated today
- Goal PlannerGoal Planner: Plan, Fund and Track Your Clients' Financial Goals The Goal Planner helps you turn a client's life goals, such as retirement, a child's education…Updated today
- Folio Lookup: User GuideFolio Lookup lets you search all the mutual fund folios in your business, see which client each folio is mapped to, view and download a folio's Statement of…Updated today
- Top Schemes: User GuideTop Schemes helps you find and compare mutual fund schemes. You can search for a scheme, filter by category and fund house, view returns for different periods…Updated today
- Label Maker: User GuideLabel Maker lets you create printable address labels for your clients. You select the clients, choose which details should appear on the label, and the system…Updated today
- Marketing Resources - TheFinpediaRoute: Log in to Investwell -> Click on marketing resources -> Log in/Sign up What Thefinpedia Offers - Ready-to-Use Content Bank: Access social media…Updated today
- Calculators in Investwell MintThe Calculators in Investwell Mint help you plan your clients' financial goals and investments during client meetings. You can show a client how much they may…Updated today
- Alert Reports in Investwell MintAlert Reports give you a single place to see upcoming events across your client base, so you can follow up on time. You can track upcoming SIPs, SIP renewals…Updated today
- User Settings: Roles, Users and PermissionsUser Settings controls who can log in to Investwell and which menus each user can see, using roles. User Settings is used to manage an organization's users and…Updated today
- Email Scheduler: Templates and CampaignsEmail Scheduler in Investwell sends reports and messages to clients by email on a schedule, using email templates and campaigns. Email Scheduler is in the left…Updated today