InvestWell Helpdesk

You must be aware of the guideline to Link Aadhaar & PAN for each MF investor. We have created a new report under Data Management >>Compliance...

Each folio should ideally have Nominee specified, or the Investor must specifically Opt Out of this. In Investwell Mint, we have created a new report...

To update Email, mobile in BSE go to Invest Online BSE >> Profile list menu in Investwell Mint. Here, go to Edit UCC from the actions on the right.  ...

Overview In the compliance report, When you select Aadhaar Missing from the dropdown, Investwell Mint displays all folios where the PAN-Aadhaar linkage is...

Overview In the compliance report,  the EUIN Remediation report highlights all transactions where the EUIN is missing or invalid. For such transactions, b...

Overview Ever checked a folio only to find there’s no one nominated to claim it? In the compliance report,  the Folios without a Nominee report flags ever...

Overview Mismatched account details can halt transactions. In the compliance report,  the IIN/UCC Communication Mismatch report compares your exchange regi...

Overview Legacy folios opened before PAN became mandatory may still slip through. In the compliance report,  The PAN Missing report lists those investors, ...

Overview In the compliance report,  the KYC Missing report pulls the latest KYC status directly from CAMS or KFintech. Get the latest status check by cl...