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...

If you have merged clients by mistake you can demerge them from the Folio lookup menu in your Advisor portal. Use the Applicant search to type the ...

Invite your Team Depending on the size of your team, you do this as a first step in getting started with Mint or carry it out later when required.  To kno...

After inviting your team members and creating some Groups, you can assign an RM to them. To do this go to Investor Lookup, select the desired Family Heads a...

Transactions report is available on the main navigation menu in both the Advisor and Client portal. This report will show all historical transactio...

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...