Accelerator


Simplify Onboarding from First Time Investor to Lifetime Client.
accelerator goal based investing software

Features of InvestWell Accelerator

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

onboard faster with investwell accelerator

Onboard Faster

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

growth optimize goal based software

Optimize for growth

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

match your brand with investing accelerator

Match your Brand

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

invest now with goal based investing software

Invest Now

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

plug & play with investwell accelerator

Plug & Play

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

notification in investment accelerator

Get Notified

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

friction removal in accelerator

Remove friction

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

calculate sip with investing accelerator

SIP Calculator

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

How The Accelerator 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.

IW Fin-Mob

Risk Profile

IW Fin-Mob

Goal Selection

IW Fin-Mob

Calculate Required SIP

IW Fin-Mob

Recommended Portfolio

IW Fin-Mob

Purchase Cart

IW Fin-Mob

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 Software

Goal Selection

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

investwell accelerator

Retirement Planning

investwell accelerator

Child’s Marriage

investwell accelerator

Child’s Education

investwell accelerator

Child’s Education

investwell accelerator

Tax Planning

investwell accelerator

Wealth Creation

Investwell Software

Calculate Required SIP

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

Investwell Software

Recommended Portfolio

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

investwell accelerator

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

investwell accelerator

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

investwell accelerator

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

Investwell Software

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.

investwell accelerator

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

investwell accelerator

Transaction execution is taken care by BSE.

Investwell Software

Register

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

investwell accelerator

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

investwell accelerator

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

Investwell Software
Ready to get started? Get in touch
Need any help?
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JMD Megapolis, Sector 48
Sohna Road, Gurugram,
Haryana - 122018
  0124-4707474 (10 lines)
  +91-9971888718, 9971888719
  sales@investwellonline.com
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CIN U72900HR2000PTC079800
GST 06AAACE8827E1ZR
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