Investwell Mint
Investwell Mint: A broad Indian advisory suite for portfolios, transactions, compliance and investor access. Ranked #17 of 31 in Financial Advisor Software by our editors (7.5/10); pricing: Paid; best for indian investment advisory firms.
At a glance
- Editor score7.5 / 10
- PricingPaid
- Best forIndian investment advisory firms
- Free planNo
- Financial planningYes
- Founded2000 · Gurugram, Haryana, India
- Facts checked22 Sep 2026
Where it wins
- Combines CRM, portfolio management, planning and compliance workflows
- Supports transactions through BSE, NSE and MFU
- Includes unlimited relationship managers, sub brokers and investors
Where it doesn't
- No free plan
- AUM-linked pricing is less predictable than per-user pricing
- Workflow emphasis is strongest for mutual-fund advisory operations
Our verdict on Investwell Mint
Investwell Mint is wealth management software for mutual fund distributors, IFAs, RIAs, family offices and national distributors. It brings client relationship management, portfolio valuation, asset allocation, rebalancing, capital-gains reporting, goal planning, online transactions and investor portfolio access into one system. The product is available through web, iOS and Android, with cloud and mobile deployment. Its fit is strongest for Indian advisory firms that need operational coverage across client servicing, portfolio oversight and mutual-fund transactions.
The feature set extends beyond portfolio reporting. CRM tools include email scheduling, meeting notes, reminders, tags and risk profiling, while business analytics cover AUM, SIP, redemption, cross-sell and cash-flow reporting. Advisors also get financial calculators, portfolio X-ray, fund selectors and model-portfolio tools. Brokerage income analysis, reconciliation, payouts and earnings reporting address distributor operations. Integrations with BSE, NSE, MFU, DigiLocker, MF Central and Fundsnet support its Indian market focus. Firms that want one platform spanning advisory, distribution and investor engagement will find the breadth useful; teams seeking a narrowly focused portfolio tool may find it broader than necessary.
Investwell Mint uses AUM-linked pricing rather than pricing by user or investor count. The published plan includes all features and modules, with unlimited relationship managers, sub brokers and investors. There is no free plan. Compliance reports, client segmentation, permissions and hierarchy management support firms with structured teams, while ISO 27001 and two-factor authentication are listed as security signals. Email, ticket, community and documentation channels are available for support. Choose Investwell Mint for a multi-function Indian advisory operation that needs online account creation, transactions, analytics and mobile investor access. Consider an alternative if predictable per-user pricing or a narrower planning workflow is the primary requirement.
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Investwell Mint pricing
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Investwell Mint fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Client portal | Yes |
| Financial planning | Yes |
| Proposal generation | Yes |
| Compliance workflows | Yes |
| Document vault | Not verified |
| Billing and invoicing | Not verified |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | ISO 27001, 2FA |
| Support | Email, Tickets, Community, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 6 integrations: BSE, NSE, MFU, DigiLocker, MF Central, Fundsnet |
| Pricing | Paid (source) |
| Website | investwell.in |
| Facts checked | 22 Sep 2026 |
Investwell Mint integrations
Investwell Mint lists 6 integrations on its own site.
- BSE
- NSE
- MFU
- DigiLocker
- MF Central
- Fundsnet
Alternatives to Investwell Mint
- eMoney AdvisorA broad planning suite for practices that need client collaboration and connected workflows.9.4
- XplanA broad advice platform for practices needing planning, workflow, compliance and client engagement.9.3
- MoneyGuideA comprehensive planning suite for advisors managing goals, retirement, tax, and investment decisions.9.1
See all Investwell Mint alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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