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Investwell Mint
What Investwell Mint is
Investwell Mint provides wealth management tools for portfolios, transactions, and business analytics. Investwell says it serves mutual fund distributors, independent financial advisors, and national distributors. Portfolio reports include CAGR and XIRR, realized and unrealized capital gains, allocation analysis, and transaction statements. Business analytics cover AUM, purchases and sales, SIP growth, cash flow, allocation variance, redemption simulation, and security exposure.
The pricing page lists CRM functions including email scheduling, portfolio management, client segmentation and acquisition, and automatic reminders for birthdays, SIP/STP, and maturities. Listed asset classes include mutual funds, shares and bonds, fixed deposits, PMS and AIF, insurance, real estate, and gold. Mutual fund transactions are available through NSE, BSE, and MFU. NSE Invest is available through Mint Web and the Mint mobile app, while a release note describes BSE 2.0 purchase, SIP, STP, SWP, switch, and redemption orders. Mint runs on Android, iOS, and web. Its single listed plan costs ₹25,000 a year as a starting price for AUM up to 25 Cr; pricing is tied to AUM, with unlimited users and investors at that starting price.
Who it suits
Investwell Mint is aimed at mutual fund distributors, IFAs, and national distributors who need portfolio reporting, transaction handling, and business analytics. It may suit firms managing multiple asset classes and client relationships through its listed CRM tools.
What it does well
- Provides CAGR, XIRR, capital gains, allocation, and transaction reports.
- Business analytics include AUM, SIP growth, cash flow, and security exposure.
- CRM includes client segmentation and automatic reminders.
- Lists multiple asset classes, including mutual funds, PMS, AIF, and gold.
- Available on Android, iOS, and web.
- Starting price includes unlimited users and investors.
What to know first
- There is no free plan.
- The starting annual price covers AUM up to 25 Cr.
- Pricing is tied to AUM.
Limits
The starting price of ₹25,000 a year covers AUM up to 25 Cr. Pricing is tied to AUM, while the starting price includes unlimited users and investors.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Investwell Mint | Starting price for AUM up to 25 Cr; pricing tied to AUM; one plan, every feature · AUM up to 25 Cr at starting price · unlimited users and investors | ₹25,000 a year |
As investwell.in lists them, read 2 Oct 2026. The maker's own page has the final word.
Getting started
- Visit https://www.investwell.in/.
- Choose the Investwell Mint plan, listed at a starting price of ₹25,000 a year.
- Access Mint through the web, Android, or iOS app.
- Use the helpdesk's getting-started guides or training webinars for onboarding.
Verdict
Choose Investwell Mint if you need wealth management reporting, business analytics, and CRM tools across its listed asset classes. Its listed starting price is ₹25,000 a year for AUM up to 25 Cr, with unlimited users and investors. Look elsewhere if you need a free plan or pricing that is not tied to AUM.
Questions
Does Investwell Mint have a free plan?
No. The listed plan is paid and starts at ₹25,000 a year.
What does the listed price cover?
The starting annual price covers AUM up to 25 Cr and includes unlimited users and investors. Pricing is tied to AUM.
Which platforms can I use?
Investwell Mint is available on Android, iOS, and web.
Who is Investwell Mint for?
Investwell says it supports mutual fund distributors, IFAs, and national distributors.
Which asset classes are listed?
They include mutual funds, shares and bonds, fixed deposits, PMS and AIF, insurance, real estate, and gold.
What security measures does Investwell list?
Investwell states that it is ISO/IEC 27001:2022 certified. Its pricing page lists bank-type 256-bit encryption and IP whitelisting.
Facts from Investwell Mint's own pages
- Asset classes
- The pricing page lists mutual funds, shares and bonds, fixed deposits, PMS and AIF, insurance, real estate, and gold. · investwellonline.com, 2 Oct 2026
- Business analytics
- Listed business analytics include AUM, purchase and sales, SIP growth, cash flow, allocation variance, redemption simulation, and security exposure. · investwellonline.com, 2 Oct 2026
- CRM
- The pricing page lists email scheduling, portfolio management, client segmentation, client acquisition, and automatic birthday, SIP/STP, and maturity reminders. · investwellonline.com, 2 Oct 2026
- Founded
- 2000 · investwell.in, 28 Sept 2026
- Headquarters
- Gurugram, Haryana, India · investwell.in, 28 Sept 2026
- Help resources
- The helpdesk lists Mint FAQs, getting-started guides, portfolio-report guides, integration guides, compliance reports, and training webinars. · help.investwellonline.com, 2 Oct 2026
- Intended users
- Investwell says it supports mutual fund distributors, IFAs, and national distributors. · investwellonline.com, 2 Oct 2026
- Notable limits
- The pricing page says the starting annual price covers AUM up to 25 Cr and that pricing is tied to AUM rather than team or investor count. · investwellonline.com, 2 Oct 2026
- NSE and mobile access
- An Investwell release note says NSE Invest is available through Mint Web and the Mint mobile app. · help.investwellonline.com, 2 Oct 2026
- Portfolio reporting
- Its listed reports include CAGR and XIRR portfolio reports, realized and unrealized capital gains, allocation analysis, and transaction statements. · investwellonline.com, 2 Oct 2026
- Security
- Investwell's About page states that the company is ISO/IEC 27001:2022 certified; its pricing page lists bank-type 256-bit encryption and IP whitelisting. · investwellonline.com, 2 Oct 2026
- Support
- Investwell lists Mint support at 08069212969 and [email protected]. · investwellonline.com, 2 Oct 2026
- Transactions and integrations
- The pricing page lists mutual fund transactions through NSE, BSE, and MFU; a 2026 release note describes BSE 2.0 purchase, SIP, STP, SWP, switch, and redemption orders. · investwell.freshdesk.com, 2 Oct 2026
- Two-factor authentication
- An August 2026 release note says enabled admin two-factor authentication sends OTPs to both the registered mobile number and email address. · investwell.freshdesk.com, 2 Oct 2026
- What it does
- Investwell Mint provides wealth management tools for portfolios, transactions, and business analytics. · investwellonline.com, 2 Oct 2026
Where Investwell Mint stands on Freedom251
- Financial Advisor Software#18 of 31