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Investwell Mint

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Investwell Mint is a comprehensive wealth management platform used by mutual fund distributors (national and regional), Financial Advisors, brokers, and family offices. It offers the most extensive multi‑asset platform in the segment and is trusted by many of India’s top mutual fund distributors. Designed as a single‑stop solution, Investwell Mint helps firms manage their entire front‑office and back‑office operations. It covers a broad range of use cases: portfolio management, built‑in CRM, transactions across NSE, BSE, and MFU, proposal and goal planning tools, brokerage management, risk profiling, business analytics and a whole lot more. It also supports complex team hierarchies and large investor bases without requiring major customisation.

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