mutual fund software with cloud feature

On Cloud

Secure and automated Registrar file upload from our backend. Your data is backed up to a secure, offsite location every night, and always available wherever you are.


Fresh Look

Simple, Clean interface to get the job done. An Interface that’s not only pretty but also feels much faster to use.

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Lightning Fast Built with scale in mind

We have automated processes that can handle big data for thousands of advisors. Leave data upload to us and enjoy seamless portfolio of all asset classes.


Tools

Win prospects over like never before with Family Goal Planning, Rolling Return Calculator, Top Schemes and many more Pre-sales tools.

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Do more with Investwell

invest in mutual funds

Invest in Mutual Funds

Transact in existing Folio and Create new folios using seamless integration with NSE N MF and BSE Star MF Platform

everything at one place in mutual fund software

Everything in one place

Group investor into Family accounts and Assign Relationship Managers and Sub-brokers. Clients have access to everything they need.

portfolio reporting in software

Portfolio Reporting

View Family portfolio and Capital Gain. XIRR and CAGR report. Present a complete Portfolio for your clients with a single click.

email broadcast feature

Broadcast emails

Send bulk Emails at a schedule with reports as attachments to specific groups of clients or prospects.

invest in mutual funds

Invest in Mutual Funds

Transact in existing Folio and Create new folios using seamless integration with NSE N MF and BSE Star MF Platform

everything at one place in mutual fund software

Everything in one place

Group investor into Family accounts and Assign Relationship Managers and Sub-brokers. Clients have access to everything they need.

portfolio reporting in software

Portfolio Reporting

View Family portfolio and Capital Gain. XIRR and CAGR report. Present a complete Portfolio for your clients with a single click.

email broadcast feature

Broadcast emails

Send bulk Emails at a schedule with reports as attachments to specific groups of clients or prospects.


Here’s what our customers have been saying about us

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3rd Floor, Plot No. 28
Opposite Medanta Hospital
Institutional Area, Sector 32
Gurugram, Haryana - 122003
  0124-4707474 (10 lines)
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