Software Core & Pro Plan & Pricing

Q: How much does InvestWell cost?

The price depends on the requirements you have. Drop us a line, and we’ll get you a customized quote right away.

Q: How do I learn how to use InvestWell?

We pride ourselves on offering the most comprehensive, hands-on training, and virtual as well as live support in the business.

Q: How long does it take to get up and running?

Most companies are using InvestWell in their day to day work in 1 day. The exact time depends on the Plan that you choose and how quickly your team completes the onboarding checklist.

Q: What training do you provide?

All customers have ongoing access to video-based training, how-to documents, and webinars.

Mint

Enterprise grade features to build Brand value with your Investors.

Starts at ₹ 25,000 Per annum

INCLUDES

Financial Portfolio Reports

CRM Capabilities

Business Analytics

Goal Centric Financial Planning

All Asset Classes

Online Portfolio Access

Online Transaction

Online Lead Management Tool

See All Features

Financial Portfolio Reports

Portfolio Return CAGR Report

Portfolio Summary XIRR Report

Capital Gain Report

Variance in Asset Allocation Report

CRM Capabilites

Send Portfolio as a Batch

Store all Customer wise Information

Business Analytics

AUM Analysis

Purchase and Sale Analysis

Goal Centric reports

Goal Simulator

Goal wise Report

All Asset Classes

PMS

Insurance

Online Portfolio Access

Online Transaction

NSE or BSE

Robust Admin Tools

Purchase/Sell/Switch/SIP

Online Lead Management Tool

Import Prospects

Close new clients

Add Ons Available

Supplement any package above with these Services.

WEBSITE DEVELOPMENT

Partner with our People, not just our Technology. Create your very own custom website with financial calculators, latest NAV, NFO and Mutual Fund factsheets.

Be Digital first

Showcase your Mutual Fund business as Online first.

Capture Leads

Bring in Prospects searching for you on Google.

Portfolio Login

Give Online Portfolio Access to your clients.

MOBILE APP

Enjoy Investwell on the go. Life happens outside the office. Take your Investor’s Portfolio wherever you go.

View Important Informationt

Pull out latest Portfolio details right on your phone. Stay up to date on key metrics with the Dashboard. Keep tabs on specific Mutual funds through the Watchlist.

Transact Online

Buy, Sell, Switch, SIP, STP, Redemption all on Investor's iPhone or Android smartphone

Auto RTA mailback import

Order files without lifting a finger. Import all Files from all Registrars.Printwell - Form printing application Brokerage Backoffice