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0124-4707474
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
Download Statement of Account for a folio
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
3
Aadhaar PAN Linking report
Folios without Nominee and missing Nominee Opt out flag
IIN, UCC Communication mismatch with Folio
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
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?
109
Mint Release Note 09-05-2025
Posted by
Prashant Verma
,
5 days ago
Last Reply
by Prashant Verma
5 days ago
Mobile App Release Notes 29-04-2025
Posted by
Prashant Verma
,
8 days ago
Last Reply
by Prashant Verma
8 days ago
Mint Release Note 25-04-2025
Posted by
Prashant Verma
,
23 days ago
Last Reply
by Prashant Verma
23 days ago
See all 109 topics
Feature Requests
167
Add to cart feature in Mobile app.
Posted by
Jeyvenkatesh Rajagopal
,
6 months ago
Last Reply
by RP Finvest
13 days ago
Regenerate or Reuse Previous Cart Orders and Standard Cart Templates with Predefined Schemes
Posted by
Jeyvenkatesh Rajagopal
,
about 2 months ago
Last Reply
by GOAL FINANCIALS
19 days ago
Risk Profile Category has to be printed on pdf generated
Posted by
HiFinancez
,
about 1 month ago
Last Reply
by HiFinancez
about 1 month ago
See all 167 topics
New Feature Alert
1
New Updates
Posted by
Rabab Sabuwala
,
9 months ago
Last Reply
by Rabab Sabuwala
9 months ago
InvestWell Corporate - SQL
What's new in InvestWell?
25
Version Update 29th April 2020
Posted by
Anuj Jain
,
about 5 years ago
Last Reply
by Anuj Jain
about 5 years ago
Version Update 18th June 2019
Posted by
Anuj Jain
,
almost 6 years ago
Last Reply
by Anuj Jain
almost 6 years ago
Version Update 30 April '19
Posted by
Anuj Jain
,
about 6 years ago
Last Reply
by Anuj Jain
about 6 years ago
See all 25 topics
Feature Request
45
Confusion with Gain and overall gain calculation in mobile app
Posted by
Vijaibabu
,
over 1 year ago
Last Reply
by Anuj Jain
over 1 year ago
Financial Button option required in Transaction statement
Posted by
Lakshmigain Securities(P) Ltd
,
over 4 years ago
Last Reply
by Lakshmigain Securities(P) Ltd
over 4 years ago
CC or BC Client email to subbroker
Posted by
Dilip Patel
,
almost 6 years ago
Last Reply
by Dilip Patel
almost 6 years ago
See all 45 topics
Report Problems
6
UPDATED POLICY NOT SHOWN IN POLICY DOCS IN GENERAL INSURANCE
Posted by
Ritambhara
,
8 months ago
Last Reply
by Ritambhara
8 months ago
SUB-TOTAL IN REALISED GAIN IN EXCEL
Posted by
CAPITAL SPROUT
,
almost 4 years ago
Last Reply
by CAPITAL SPROUT
almost 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