Investwell Mint
Everything about running your business on Investwell Mint.
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- FormsEvery mutual fund form is either Financial (it moves money or changes an investment) or Non-Financial (it only changes or records account details). Fund houses…Updated today
- Clients Menu: User GuideThe Clients menu is where you view, create, search, segment and manage all your investors. This guide explains the page layout and the most common tasks, such…Updated today
- Insurance ModuleInsurance policies are added from the Insurance module in Investwell, either one at a time with Add Insurance or many at once with Bulk Upload. The Insurance…Updated today
- Import External Funds Using CAS PDFA Consolidated Account Statement (CAS) provides a complete view of an investor’s mutual fund holdings across different AMCs. Importing CAS into Investwell Mint…Updated today
- How to Use the Risk Profiling Status ReportThe Status Report is a new section under Risk Profiling that shows where each client stands in the risk profiling process. Pending: Clients who have never…Updated today
- Client Summary profile - Escalation MatrixEscalation matrix is shown on the left hand side below the client profile picture. It displays the advisor company hierarchy that is currently assigned to the…Updated today
- How to create a new profile for NSE on InvestwellCurrently, you can create NSE UCC profiles on Investwell for four tax statuses: Individual, On Behalf of Minor, NRI (NRE/ NRO), NRI Minor. The basic steps are…Updated today
- How to manage banks for NSE on InvestwellYou can view, upload documents for, and add bank accounts to an NSE profile on Investwell from the Profile List. Go to Invest Online NSE and select Profile…Updated today
- Model Portfolio Review utilityBrokers and advisors often want to compare how a client’s or prospect’s current portfolio is performing against a model portfolio, or test how a group of…Updated today
- How to Sync Values in PMSTABLE OF CONTENTS INTRODUCTION LIST OF PMS currently supported Pre - Requisites for syncing the Values Process to Sync the Values Important Notes There are…Updated today
- Comprehensive PortfolioPath: Advisor Portal > Portfolio Management > Comprehensive Portfolio Objective: The Comprehensive Portfolio report is a customizable portfolio review…Updated today
- Mutual fund transaction types explainedOverview These are the mutual fund transaction types you’ll see on the platform and what they mean Purchase: A one-time investment of a lump sum in a scheme…Updated today
- Change of BrokerThis report lists every change of broker transaction, both incoming and outgoing: Transfer In: Folios moved to you from another broker (ARN). Transfer Out…Updated today
- How to Stop an SIP in NSE: A Step-by-Step GuideA Systematic Investment Plan (SIP) can be stopped for a client directly from the Investwell platform, using the NSE systematic orders section. This guide walks…Updated today
- Merging Duplicate ClientsAs you start using Mint for the first time, you will need to perform some data correction activities, such as Deleting Clients, merging Duplicate Investors and…Updated today
- AUM ReportThis is the first report available under Business Analytics menu. It can also be accessed from your Broker dashboard by clicking on the AUM tab. By default it…Updated yesterday
- Recommendations ModuleThe Recommendations module allows brokers to track, manage, and share Buy, Sell, or Hold calls on mutual fund schemes. It consolidates all recommendations in…Updated yesterday
- Portfolio Return TypesInvestwell shows portfolio returns in two ways: CAGR and XIRR. Which one you see depends on the report (web) and your settings (web and mobile app). Web –…Updated yesterday
- Portfolio OverlapPath: Utilities > Scheme Compare > Portfolio Overlap Tab Objective: The Portfolio Overlap tab in Scheme Compare shows how much the selected mutual fund…Updated yesterday
- Sub broker Payout processIn Investwell, you can create Sub brokers, assign them to clients, define payout sharing rules and run the calculation to know the amount to be paid to each…Updated yesterday