CORE
All the essential automations to kickstart your Financial Advisory.
Starts at ₹ 25,000 Per annum
INCLUDES
Financial Portfolio Reports CRM Capabilities Business Analytics Goal Centric Financial Planning 
See All Features 
Hide details Financial Portfolio Reports
Portfolio Return CAGR ReportPortfolio Summary XIRR ReportCapital Gain ReportVariance in Asset Allocation Report CRM Capabilites
Send Portfolio as a BatchStore all Customer wise Information Business Analytics
AUM AnalysisPurchase and Sale Analysis Goal Centric reports
Goal SimulatorGoal wise Report All Asset Classes
SharesFDPMSInsuranceOnline Portfolio Access
Online Transaction
NSE or BSERobust Admin ToolsPurchase/Sell/Switch/SIPOnline Lead Management Tool
Import ProspectsClose new clientsPRO
Enterprise grade features to build Brand value with your Investors.
Custom Pricing
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 
Hide details Financial Portfolio Reports
Portfolio Return CAGR ReportPortfolio Summary XIRR ReportCapital Gain ReportVariance in Asset Allocation Report CRM Capabilites
Send Portfolio as a BatchStore all Customer wise Information Business Analytics
AUM AnalysisPurchase and Sale Analysis Goal Centric reports
Goal SimulatorGoal wise Report All Asset Classes
SharesFDPMSInsuranceOnline Portfolio Access
Online Transaction
NSE or BSERobust Admin ToolsPurchase/Sell/Switch/SIPOnline Lead Management Tool
Import ProspectsClose new clientsAdd 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
View Important Information
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
MOBILE APP
Enjoy Investwell on the go. Life happens outside the office. Take your Investor’s Portfolio wherever you go.
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