Investwell Mint
Investwell Mint is wealth management software for portfolios, transactions, and business analytics, aimed at mutual fund distributors, IFAs, and national dis…
What Investwell Mint is
Investwell Mint is wealth management software for portfolios, transactions, and business analytics, aimed at mutual fund distributors, IFAs, and national distributors. Its 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. Listed CRM tools include email scheduling, portfolio management, client segmentation and acquisition, and automatic reminders for birthdays, SIP/STP, and maturities. Supported asset classes include mutual funds, shares and bonds, fixed deposits, PMS and AIF, insurance, real estate, and gold. Mutual fund transactions are listed through NSE, BSE, and MFU. NSE Invest is available through Mint Web and the Mint mobile app, and a release note describes BSE 2.0 orders for purchases, SIP, STP, SWP, switches, and redemptions. The software runs on Android, iOS, and web. Its one listed plan is ₹25,000 a year, a starting price for AUM up to 25 Cr; pricing is tied to AUM, with unlimited users and investors at that starting price.
Good
- Portfolio reports include CAGR and XIRR.
- Analytics cover AUM, SIP growth, cash flow, and exposure.
- Runs on Android, iOS, and web.
- Starting plan includes unlimited users and investors.
Watch out
- No free plan is listed.
- ₹25,000 a year is a starting price.
- Starting price covers AUM up to 25 Cr.
Who it suits
Investwell Mint is intended for mutual fund distributors, IFAs, and national distributors who need portfolio reporting and business analytics. Its listed tools also cover client segmentation and reminders.
Verdict
Investwell Mint combines investment reporting, business analytics, and client-management tools for distribution businesses. Its starting price is tied to AUM, so check the applicable price for the assets being managed.
Plans and prices
From Investwell Mint's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Investwell Mint | ₹25,000 a year | AUM up to 25 Cr at starting price · unlimited users and investors · Starting price for AUM up to 25 Cr; pricing tied to AUM; one plan, every feature |
The facts
Each one read from Investwell Mint's own pages, with the date it was checked.
What it does
- Asset classes
- The pricing page lists mutual funds, shares and bonds, fixed deposits, PMS and AIF, insurance, real estate, and gold.checked 2 Oct 2026
- Business analytics
- Listed business analytics include AUM, purchase and sales, SIP growth, cash flow, allocation variance, redemption simulation, and security exposure.checked 2 Oct 2026
- CRM
- The pricing page lists email scheduling, portfolio management, client segmentation, client acquisition, and automatic birthday, SIP/STP, and maturity reminders.checked 2 Oct 2026
- Help resources
- The helpdesk lists Mint FAQs, getting-started guides, portfolio-report guides, integration guides, compliance reports, and training webinars.checked 2 Oct 2026
- Intended users
- Investwell says it supports mutual fund distributors, IFAs, and national distributors.checked 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.checked 2 Oct 2026
- NSE and mobile access
- An Investwell release note says NSE Invest is available through Mint Web and the Mint mobile app.checked 2 Oct 2026
- Portfolio reporting
- Its listed reports include CAGR and XIRR portfolio reports, realized and unrealized capital gains, allocation analysis, and transaction statements.checked 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.checked 2 Oct 2026
- Support
- Investwell lists Mint support at 08069212969 and [email protected].checked 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.checked 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.checked 2 Oct 2026
- What it does
- Investwell Mint provides wealth management tools for portfolios, transactions, and business analytics.checked 2 Oct 2026
The company
- Founded
- 2000checked 28 Sep 2026
- Headquarters
- Gurugram, Haryana, Indiachecked 28 Sep 2026
Alternatives to Investwell Mint
- 1
MoneyGuide
iOSWebAPImacOS7.7 - 2
Redtail CRM
AndroidiOSWebAPI7.7 - 3
Wealthbox
AndroidiOSWebAPI7.7From $59 a month - 4
AdvisorEngine CRM
AndroidiOSWebAPI7.3From $69 a month - 5
Dynamic Planner
AndroidiOSWebAPI7.3From £8 a year - 6
RightCapital
AndroidiOSWeb7.0