InvestWell Helpdesk

Introduction As you start using Mint for the first time, you will need to perform some data correction activities, such as merging Duplicate Investors and ...

Introduction It is simpler to handle a client's investment portfolio when all of their family's investments are linked together under a family head...

Introduction Accidentally linking an investor to the wrong folio can result in incorrect portfolio details, affecting tracking and reports. To fix this,...

Introduction Setting up a Relationship Manager (RM) or Sub-Broker user helps establish a clear hierarchy in client management. By assigning roles, financia...

Introduction A Relationship Manager (RM) plays a key role in managing client interactions, tracking investments, and providing personalised financial guida...

Introduction Want a quick and detailed look at all your client’s investment activity? The Transaction View screen in Investwell Mint makes it easy. Whether...

To invite your clients one by one go to the Clients menu and choose the action of Send Invitation from the right action menus. In case you want to invite al...

You can add a new member to an existing family or Remove a member from a family.  You can select a new client from the clients menu and then select the cl...

In the Insurance menu of the broker portal you can upload Insurance policy details through an Excel file.  Bulk upload can only be done from the Admin login...

You can upload PMS data through our common Excel template. Pls go to Data Management >> Create Transaction menu >> Other Assets tab. Click on Bu...