Accelerator

Simplify Onboarding from First Time Investor to Lifetime Client.
InvestWell Investment Accelerator Software
Features

Focus on your practice and let Investwell Accelerator take care of
the tedious onboarding.

InvestWell Accelerator - Onboard Faster

Onboard Faster


Convert website visitors to your investor in minutes with complete online onboarding and no physical paperwork.

InvestWell Accelerator - Growth Optimizer

Optimize for growth


Automate every step of Investor online profile creation (KYC, UCC, FATCA etc.). Reduce Customer Acquisition Cost.

InvestWell Accelerator - Brand Match

Match your Brand


Customize the look and feel to integrate with you existing website and mobile app theme.

InvestWell Accelerator - Investment

Invest Now


IFAs can build ready to invest Basket of schemes for New Investors or DIY (Do It Yourself) Model.

InvestWell Accelerator - Investing Experience

Plug & Play


Accelerator integrators with your existing IFA website and Mobile app to provide a seamless investing experience.

InvestWell Accelerator - Real Time Notifications

Get Notified


When a new Investor comes onboard, you get notified in real time for immediate human followup.

InvestWell Accelerator - Investor Signup

Remove friction


We have staggered data collection in Steps to keep the Investor signup process lightweight.

InvestWell Accelerator - Goal Based SIP Investing

SIP Calculator


Goal based SIP Planning that provides easy investment options for Investors to get started.

How It Works

Investwell’s Accelerator easily integrates with your existing website and mobile apps.
New Investors can invest in out of the box model portfolios after
creating their Online Investing Profiles.

InvestWell Accelerator - Risk Profile Analysis

Risk Profile

InvestWell - Goal Based Investing

Goal Selection

InvestWell - SIP Calculator

Calculate Required SIP

InvestWell Accelerator - Investment Portfolio

Recommended Portfolio

InvestWell - Investment Purchase

Purchase Cart

InvestWell - Investor Registeration

Register

Risk Profile

Define Risk Categories and add your custom description which explains the same to the investor.

Client will select one of the Risk Categories or take the Risk Assesment Questionaire. The Questionaire can also be customized by you.

InvestWell Accelerator - Risk Analysis

Goal Selection

Predefined goals will be available which user can choose. Each goal is linked to a Basket of schemes.

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Retirement Planning

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Child’s Marriage

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Child’s Education

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Child’s Education

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Tax Planning

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Wealth Creation

InvestWell - Goal Based Investing

Calculate Required SIP

Investing Monthly is the safest and most practical way to invest your income. This ensures regular saving

InvestWell - SIP Calculator

Recommended Portfolio

The investor will see a pre-defined basket of recommended schemes to Invest in.

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Admin shall Define Basket of Schemes for each Risk & Investment Horizon

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Schemes with suggested Allocation will be shown to Investors based on the Risk chosen and Time Horizon required to meet the goals.

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Existing users can log in, New Users can choose to open A New Account.

InvestWell Accelerator - Investment Portfolio

Purchase Cart

Investor’s will be logged in to Purchase Cart to complete the first purchase.

They can do either Lumpsump or start an SIP.

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The new Investor can edit the schemes, amount and execute the transaction by making the payment through the net banking.

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Transaction execution is taken care by BSE.

InvestWell - Sale and Purchase Mutual Fund

Register

Login ID and Password will be emailed to Investors with a copy to distributors.

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If KYC is not done then email also contains the KYC form as an attachment.

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User will log in with the credentials provided on the email.

InvestWell - Investor Registeration
Ready to get started? Get in touch
Need any help?
3rd Floor, Plot No. 28
Opposite Medanta Hospital
Institutional Area, Sector 32
Gurugram, Haryana - 122003
  0124-4707474 (10 lines)
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