Fund Picks added in Mint Web browser

We have released Fund picks module in Mint web browser. The chosen fund picks will be visible as a new menu in Client portal

They can be set from Top Scheme menu in advisor Admin login. Sort on the Favourite column to see all the Favourite schemes at the top.

Advisors can choose to hide New Investment Menu completely from Client portal so as to allow New investment in only the chosen Fund picks.


Team InvestWell

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