InvestWell Helpdesk

Client queries that are feature requests are put in this forum so that other InvestWell users can upvote this. The feature requests with the most upvotes get implemented first when developing our product.

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SIP STP INFORMATION

Posted by venugopal sarma, over 6 years ago

D

Suggestion

Posted by Dhanashree Investments, over 6 years ago

S

Changes require in Portfolio Summary Report

Posted by SHUBHCHINTAK, about 7 years ago , Last Reply by SHUBHCHINTAK over 6 years ago , 1 vote

H

regarding sip mis

Posted by Hiteshkkk, almost 7 years ago , 1 vote

Implemented

Getting Started

Posted by OXYZENFIN, almost 7 years ago , Last Reply by Anuj Jain almost 7 years ago

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STP - SIP ENTRY LOG QUERIES

Posted by Prescient Financial Solutions, about 7 years ago

R

Not Taken

Universal Financial Solution

Posted by Roshan Bhatt, about 7 years ago , Last Reply by Anuj Jain about 7 years ago

O

Implemented

Incorporate CIN Number in Investwell

Posted by ONTRUST, about 7 years ago , Last Reply by Anuj Jain about 7 years ago

S

Aadhaar No and C-KYC number option in Client Query

Posted by SUNSHINE FINANCIALS, about 7 years ago , 1 vote

K

Suggestion: Note or remarks in transition statement of 80c

Posted by Kanani Ethic Investment, about 7 years ago