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Investwell Mint
Gurugram, Haryana, India
What it is
Investwell Mint provides wealth management tools for portfolios, transactions, and business analytics. It is intended for mutual fund distributors, independent financial advisors, and national distributors. Portfolio reports cover CAGR and XIRR, realized and unrealized capital gains, allocation analysis, and transaction statements. Business analytics include AUM, purchases and sales, SIP growth, cash flow, allocation variance, redemption simulation, and security exposure. The listed CRM tools include email scheduling, portfolio management, client segmentation and acquisition, plus automatic birthday, SIP/STP, and maturity reminders. Asset classes include mutual funds, shares and bonds, fixed deposits, PMS and AIF, insurance, real estate, and gold. Mutual fund transactions are listed through NSE, BSE, and MFU; NSE Invest is available through Mint Web and the mobile app. The service runs on Android, iOS, and web. Its one listed plan starts at ₹25,000 a year for AUM up to 25 Cr, with unlimited users and investors at that starting price.
For and against
For
- CAGR, XIRR, and capital gains reports
- Analytics for AUM, SIP growth, and cash flow
- CRM reminders for birthdays and maturities
- Unlimited users and investors at starting price
Against
- No free plan
- Starting annual price covers AUM up to 25 Cr
- Pricing is tied to AUM
The verdict
Investwell Mint combines portfolio, transaction, analytics, and CRM functions for financial distributors. Check how the AUM-based starting price fits your assets under management.
Who it suits
Investwell Mint suits mutual fund distributors, IFAs, and national distributors who need portfolio reporting, business analytics, and CRM tools.
Plans and prices
Investwell Mint
AUM up to 25 Cr at starting price · unlimited users and investors
Read 2 Oct 2026 · investwellonline.com
On the record
- Asset classes
- The pricing page lists mutual funds, shares and bonds, fixed deposits, PMS and AIF, insurance, real estate, and gold.investwellonline.com · read 2 Oct 2026
- Business analytics
- Listed business analytics include AUM, purchase and sales, SIP growth, cash flow, allocation variance, redemption simulation, and security exposure.investwellonline.com · read 2 Oct 2026
- CRM
- The pricing page lists email scheduling, portfolio management, client segmentation, client acquisition, and automatic birthday, SIP/STP, and maturity reminders.investwellonline.com · read 2 Oct 2026
- Help resources
- The helpdesk lists Mint FAQs, getting-started guides, portfolio-report guides, integration guides, compliance reports, and training webinars.help.investwellonline.com · read 2 Oct 2026
- Intended users
- Investwell says it supports mutual fund distributors, IFAs, and national distributors.investwellonline.com · read 2 Oct 2026
- 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.investwellonline.com · read 2 Oct 2026
- NSE and mobile access
- An Investwell release note says NSE Invest is available through Mint Web and the Mint mobile app.help.investwellonline.com · read 2 Oct 2026
- Portfolio reporting
- Its listed reports include CAGR and XIRR portfolio reports, realized and unrealized capital gains, allocation analysis, and transaction statements.investwellonline.com · read 2 Oct 2026
- 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.investwellonline.com · read 2 Oct 2026
- Support
- Investwell lists Mint support at 08069212969 and [email protected].investwellonline.com · read 2 Oct 2026
- 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.investwell.freshdesk.com · read 2 Oct 2026
- 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.investwell.freshdesk.com · read 2 Oct 2026
- What it does
- Investwell Mint provides wealth management tools for portfolios, transactions, and business analytics.investwellonline.com · read 2 Oct 2026
