InvestWell Helpdesk

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 6

• Upload CAS file from CAMS
• Email Schedular for Portfolio reports
• Download Statement of Account for a folio
• Model Portfolio Review utility
• Rolling return Calculator

View all 6

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