Investwell Mint

Automated

Portfolio and CRM software for mutual fund distributors and financial advisors, priced by AUM.

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What we know about Investwell Mint’s pricing

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Category position

Pricier than 99% of CRM tools (343 compared)

Current pricing

Mint

yearly

₹2,083.33/mo

billed annually · ₹25,000/yr

Starting from ₹25,000/yr for AUM up to 25 Cr

Financial Portfolio Reports
Portfolio Return CAGR Report(✓)
Portfolio Summary(XIRR Report ✓)
Capital Gain Realised(✓)
Capital Gain Unrealised(✓)
Allocation Analysis(✓)
Transaction Statement(✓)
Portfolio Rebalancing(✓)
MoM/QoQ/YoY Returns(✓)
AMC's SOA Real Time Fetch(✓)
CRM Capabilities
Email Scheduler(✓)
Portfolio Management(✓)
Birthday / Anniversary Wishes Auto(✓)
SIP/STP Due Reminders Auto(✓)
Insurance Renewal, FD & FMP Maturity Alerts Auto(✓)
Compliance Reports(✓)
Client Segmentation(✓)
Active/Inactive Client Management(✓)
Client Acquisition(✓)
Comparative Analysis(✓)
Fund Selectors(✓)
Rolling Returns(✓)
Business Analytics
AUM Analysis(✓)
Purchase & Sales Analysis(✓)
SIP Growth Analysis(✓)
Cash Flow Analysis(✓)
Variance in Allocation(✓)
Redemption Simulation(✓)
Security Exposure
Goal Centric Reports
Goal Simulator(✓)
Goal-Wise Report(✓)
Goal Status Report(✓)
All Asset Classes
Mutual Fund – Own ARN/RIA Data
MF – Outside ARN/RIA Data
Shares & Bonds(✓)
Fixed Deposits(✓)
PMS & AIF(✓)
Insurance (Life & General)(✓)
Real Estate, Gold(✓)
All Bulk Uploads Available(✓)
Hierarchy Management(Customise Multiple Levels For org. Zone/Region/Branch)
Number Of Relationship Managers(Unlimited)
Number Of Sub Brokers(Unlimited)
Number Of Investors(Unlimited)
Mutual Funds Transaction NSE / BSE & MFU(✓)
Client Wise Permission
Role Wise Permission(✓)
Investment Account Creation(✓)
SIP Mandate Creation(✓)
Order Status Tracking(✓)
Manage your Leads
Import Prospects(✓)
Close New Clients(✓)
Create Model Portfolio Presentation(✓)
SIP Plan Presentation(✓)
Task Manager(✓)
Email Schedule Reports(✓)
Brokerage Management
Income Details(✓)
Find Low Earning Assets(✓)
FY Analysis(✓)
Sub Brokerage Payout Processing(✓)
Security Bank Type – 256 Bit Encryption(✓)
IP Whitelisting(✓)
Google Sign In(✓)
Single Sign On(✓)
Custom Domain(✓)

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