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SPECIFICTION
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Investwell Mint

investwell.in

From ₹2,083.33/mo WebiOSAndroid
Visit investwell.in
Spec score 7.7 #13 of 31 in Financial Advisor Software

Spec sheet

What it does
Investwell Mint provides wealth management tools for portfolios, transactions, and business analytics.Read 2 Oct 2026 · investwellonline.com
Intended users
Investwell says it supports mutual fund distributors, IFAs, and national distributors.Read 2 Oct 2026 · investwellonline.com
Security
Investwell's About page states that the company is ISO/IEC 27001:2022 certified; its pricing page lists bank-type 256-bit encryption and IP whitelisting.Read 2 Oct 2026 · investwellonline.com
Support
Investwell lists Mint support at 08069212969 and [email protected].Read 2 Oct 2026 · investwellonline.com
Headquarters
Gurugram, Haryana, IndiaRead 28 Sep 2026 · investwell.in
Founded
2000Read 28 Sep 2026 · investwell.in
Asset classes
The pricing page lists mutual funds, shares and bonds, fixed deposits, PMS and AIF, insurance, real estate, and gold.Read 2 Oct 2026 · investwellonline.com
Business analytics
Listed business analytics include AUM, purchase and sales, SIP growth, cash flow, allocation variance, redemption simulation, and security exposure.Read 2 Oct 2026 · investwellonline.com
CRM
The pricing page lists email scheduling, portfolio management, client segmentation, client acquisition, and automatic birthday, SIP/STP, and maturity reminders.Read 2 Oct 2026 · investwellonline.com
Help resources
The helpdesk lists Mint FAQs, getting-started guides, portfolio-report guides, integration guides, compliance reports, and training webinars.Read 2 Oct 2026 · help.investwellonline.com
Notable limits
The pricing page says the starting annual price covers AUM up to 25 Cr and that pricing is tied to AUM rather than team or investor count.Read 2 Oct 2026 · investwellonline.com
NSE and mobile access
An Investwell release note says NSE Invest is available through Mint Web and the Mint mobile app.Read 2 Oct 2026 · help.investwellonline.com
Portfolio reporting
Its listed reports include CAGR and XIRR portfolio reports, realized and unrealized capital gains, allocation analysis, and transaction statements.Read 2 Oct 2026 · investwellonline.com
Transactions and integrations
The pricing page lists mutual fund transactions through NSE, BSE, and MFU; a 2026 release note describes BSE 2.0 purchase, SIP, STP, SWP, switch, and redemption orders.Read 2 Oct 2026 · investwell.freshdesk.com
Two-factor authentication
An August 2026 release note says enabled admin two-factor authentication sends OTPs to both the registered mobile number and email address.Read 2 Oct 2026 · investwell.freshdesk.com

Plans and prices

Investwell Mint ₹25,000 a year Starting price for AUM up to 25 Cr; pricing tied to AUM; one plan, every feature AUM up to 25 Cr at starting price · unlimited users and investors Read 2 Oct 2026 · investwellonline.com

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