Getting Started Guides
As you start using Mint for the first time you will have to perform some data correction activities like merging duplicate Investors and Creating Families. ...
Fri, 15 Jul, 2022 at 2:44 PM
Your investors would usually like to view their investments as a family. This is because an Individual salaried person can invest in Mutual Funds on behalf ...
Sun, 15 Dec, 2019 at 3:48 PM
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 ...
Sun, 14 Mar, 2021 at 11:39 PM
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...
Sun, 5 Jan, 2020 at 12:08 AM
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...
Mon, 28 Oct, 2019 at 1:15 PM
Transactions report is available on the main navigation menu in both the Advisor and Client portal. This report will show all historical transactio...
Sun, 24 Nov, 2019 at 7:29 PM
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...
Sun, 5 Jul, 2020 at 4:30 PM
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...
Sun, 15 Dec, 2019 at 3:47 PM
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...
Sun, 21 Jun, 2020 at 10:09 PM
You can upload PMS data through our common Excel template. Pls go to Data Management >> Create Transaction menu >> Other Assets tab. Click on Bu...
Mon, 8 Feb, 2021 at 10:49 AM