Investwell Mint
Everything about running your business on Investwell Mint.
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- SIP ReportsIn the Business Analytics Menu > SIP Mining screen, you can see the details of systematic plans (SIP, STP, SWP) of the investors. The source of this data is…Updated yesterday
- User Defined Securities (Domestic and Foreign Assets)User Defined Securities User Defined Securities gives an option to add investments that are not listed. Once created, these securities behave like any other…Updated yesterday
- Portal Settings in InvestwellThe Portal Settings page lets you manage your organization's details, registration and branding, portal preferences, PDF report appearance and RTA ZIP…Updated yesterday
- Create Transaction - MF, Shares, Bonds, FD, Other AssetsPath: Data Management > Create Transaction Objective: Create Transaction is where you add and view transactions across all clients, for every asset class…Updated yesterday
- Creating, Tracking and Managing MandatesA mandate authorises the bank to debit the client's account for mutual fund investments. This article explains how to create a mandate for a client profile…Updated yesterday
- SIP MiningPath: Business Analytics → SIP Mining SIP Mining shows the SIP book of every client/investor in your organisation: all systematic plans (SIP, STP and SWP) in…Updated yesterday
- How to Set Up a Risk ProfilerA risk profiler helps you understand a client's risk tolerance before you recommend investment options. The Setup Risk Profiler page lets you use the default…Updated yesterday