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Knowledge base
Investwell Mint
Getting Started Guides
15
Merging Duplicate Clients
Creating Family of Clients
Demerge Clients
Create a New Relationship Manager & Sub-Broker User
Assign a Relationship Manager to Your Clients
View all 15
Portfolio Reports
3
Portfolio Valuation report
Comprehensive Portfolio report
Capital Gain reports
Utilities for Advisors
7
Import External Funds Using CAS
Email Schedular for Portfolio reports
Folio Lookup & SOA Download
Model Portfolio Review utility
Rolling return Calculator
View all 7
NSE/BSE/MFU Guides
11
Create new UCC using BSE Star MF Integration
Upload BSE UCC and Mandates of existing clients
Create a Mandate in BSE Mandate
Create IIN using NSEnMF integration
Upload CAN and Mandates of existing clients
View all 11
Business Analytics Reports
3
Security Exposure report
Variance in Allocation report
Brokerage Income Detail and Analysis
Compliance Reports
9
Aadhaar PAN Linking report
Folios without Nominee and missing Nominee Opt out flag
IIN, UCC Communication mismatch with Folio
Aadhar Linking Missing - Compliance Report
EUIN Remediation - Compliance Report
View all 9
Mint Training Webinars
1
Webinar 1 | Invest Online & Portfolio Valuation Report
Entry of different types of Assets
2
How to enter PPF in Mint
Add Fixed Deposits for Investors
Brokerage Reports
1
RM Incentive Module
SIP Reports
1
SIP Reports
General
FAQ
22
Capital Gain Report for FY 18-19
How to perform AUM Reconciliation?
How to Link Aadhaar with RTA?
GST Invoices for AMC
GST Invoice for Investor
View all 22
Community forums
Showing recent updates
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Investwell Mint
What's New in Mint?
112
Mint Release Note 18-07-2025
Posted by
Prashant Verma
,
8 days ago
Last Reply
by Prashant Verma
8 days ago
Mint Release Note 04-07-2025
Posted by
Prashant Verma
,
27 days ago
Last Reply
by Prashant Verma
27 days ago
Mint Release Note 20-06-2025
Posted by
Prashant Verma
,
about 2 months ago
Last Reply
by Prashant Verma
about 2 months ago
See all 112 topics
Feature Requests
171
Task Manager - provide Upload option
Posted by
Sailesh.mulleti
,
10 days ago
Last Reply
by Sailesh.mulleti
10 days ago
Investment Goal Feature Summary & Details in Client/MFD App must shows Folio Number in mapped Schemes
Posted by
StayAhead Financial Services
,
21 days ago
Last Reply
by StayAhead Financial Services
21 days ago
Information Ratio
Posted by
Finwin Ventures
,
29 days ago
Last Reply
by Finwin Ventures
29 days ago
See all 171 topics
New Feature Alert
1
New Updates
Posted by
Rabab Sabuwala
,
12 months ago
Last Reply
by Rabab Sabuwala
12 months ago
InvestWell Corporate - SQL
What's new in InvestWell?
25
Version Update 29th April 2020
Posted by
Anuj Jain
,
over 5 years ago
Last Reply
by Anuj Jain
over 5 years ago
Version Update 18th June 2019
Posted by
Anuj Jain
,
about 6 years ago
Last Reply
by Anuj Jain
about 6 years ago
Version Update 30 April '19
Posted by
Anuj Jain
,
over 6 years ago
Last Reply
by Anuj Jain
over 6 years ago
See all 25 topics
Feature Request
46
Capital Gain in quarter-wise breakup
Posted by
Vijaye Bawri
,
about 8 years ago
Last Reply
by Dilip ojha
2 days ago
Birthdate field not available in Nomination Details - BSE Star MF
Posted by
SHUBHCHINTAK
,
about 2 months ago
Last Reply
by SHUBHCHINTAK
about 1 month ago
Confusion with Gain and overall gain calculation in mobile app
Posted by
Vijaibabu
,
almost 2 years ago
Last Reply
by Anuj Jain
almost 2 years ago
See all 46 topics
Report Problems
6
UPDATED POLICY NOT SHOWN IN POLICY DOCS IN GENERAL INSURANCE
Posted by
Ritambhara
,
10 months ago
Last Reply
by Ritambhara
10 months ago
SUB-TOTAL IN REALISED GAIN IN EXCEL
Posted by
CAPITAL SPROUT
,
about 4 years ago
Last Reply
by CAPITAL SPROUT
about 4 years ago
GRAND TOTAL IS NOT SHOWING IN ON SCREEN & PDF VIEW
Posted by
CAPITAL SPROUT
,
over 4 years ago
Last Reply
by CAPITAL SPROUT
over 4 years ago
See all 6 topics