Simple, Modular Pricing

CORE
All the essential automations to kickstart your Financial Advisory.
Starts at  ₹ 4,000 Per month
INCLUDES
Financial Portfolio Reports
CRM Capabilities
Business Analytics
Goal Centric Financial Planning
  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
Shares
FD
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
 
PRO
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
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
Shares
FD
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
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.
IMPLEMENTATION SERVICES
Onboard swiftly and smoothly. Work with an InvestWell expert who will help import your data, educate you on the platform, and arm you with the tools to be successful.
CUSTOMER SUCCESS
Ensure you get the most out of the InvestWell platform. Customers will work alongside a strategically-focused Customer Success Manager who will optimize your Investwell experience, drive business reviews, and help you meet your goals.
Frequently Asked Questions
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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
  0124-4913846, 0124-4913848
0124-4913850, 0124-4913851
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