India’s Best Financial Advisors use
Investwell Mint is India's top Mutual Fund Software for Distributors, IFAs & Corporates. Trusted by 4000+ Mutual Fund Distributors & financial advisors.
₹18,300 Cr Invested
4500+ Wealth Managers
₹6 Lakh+ Platform AUM
Ready to see why India's top advisors choose us?
Trusted by the Top Mutual Fund Distributors in India
Why Choose Us
One-Stop Solution
Complete platform for all your mutual fund distribution needs
Scalability in Everything
Grows with your business from startup to enterprise
Robust Security
Bank-grade security for your data and transactions
Unmatched Data Accuracy
Real-time, precise data you can trust for decisions
What Do We Offer?
MF Factsheet
Access comprehensive factsheets of mutual funds for detailed analysis and comparison
SIP Performance
Monitor the performance of SIPs to get optimized returns
Dividend Announced
Stay informed about dividend announcements from your investments
Latest NAV
Stay updated with the latest NAVs of mutual funds
Scheme Performance
Track the performance of various investment schemes
Portfolio Overlap
Identify overlapping investments in your portfolios to diversify effectively
Portfolio Correlation
Analyze the correlation between various schemes in your portfolio
Invoice Generator
Create professional invoices effortlessly with our easy-to-use tool
Income Tax Calculator
Calculate your taxes with old & new regimes
Marriage Calculator
Estimate savings needed for your child's wedding based on budget and timeline
Education Calculator
Calculate the cost of education for your children and plan savings effectively
Retirement Calculator
Determine your optimal savings plan by customizing factors like age, income, etc
Don't Just Take Our Word For It
Abhenav Khettry
Vyana Wealth
"Investwell has transformed how we manage client portfolios. The platform's accuracy and comprehensive tools have enabled us to serve 2,500+ clients effectively."
Ashish Chadha
Chadha Investment
"The portfolio analysis tools have been game-changing for our 1,800+ clients. Real-time insights help us make better investment decisions daily."
Amit Bivalkar
Sapient Wealth Advisors
"Managing ₹500+ crores in AUM became seamless with Investwell. The platform scales perfectly with our growing business needs."
S Saravanan
Purple Pond
"The data accuracy and security features give us confidence to manage sensitive client information across 3,000+ accounts."
Abhenav Khettry
Vyana Wealth
"From 500 to 2,500+ clients - Investwell scaled with us. The one-stop solution covers everything we need daily."
Ashish Chadha
Chadha Investment
"ROI improved 40% after switching to Investwell. The comprehensive analysis tools are unmatched in the industry."
The Engine Fueling Growth for India's Leading MF Distributors
Empowering MFDs, Family Offices & National Distributors For 25 Years
Schedule Your Walkthrough
Book a personalized demo with our experts to see how Investwell fits your unique needs
Data Migration Assistance
Our team handles complete data migration with zero downtime and 100% accuracy
Training & Onboarding
Get comprehensive training for your team with dedicated support during transition
Go Live & Scale
Launch with confidence and watch your business grow with India's most trusted platform
Invested via Investwell in 2025
Wealth Managers
Platform AUM
Investors
Frequently Asked Questions
How long does migration take?
Is my data secure with Investwell?
What training is provided?
Can I import existing client data?
What happens to my current integrations?
Is there a trial period?
The Engine Fueling Growth for India's Leading MF Distributors
Join 4,500+ wealth managers who trust Investwell for their business success