Built for teams who need more than basic MF software
When you compare mutual fund platforms closely, differences appear beyond portfolios and transactions. Investwell Mint is designed for distributors and advisors who need deeper operational control across brokerage, reconciliation, access, and compliance.
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Where serious mutual fund businesses place their trust
What Makes Investwell Mint Different
Most legacy mutual fund softwares work fine - until they don't. Gaps start appearing when AUM grows, teams expand, brokerage needs reconciliation, and compliance cannot rely on spreadsheets anymore. Investwell Mint is built to get over these pressure points.
Lost Brokerage Identification
Brokerage leakage is rarely visible. Investwell Mint automatically cross-checks every transaction against predefined rates to surface gaps early.
- • Highlights missed or incorrect brokerage entries
- • Reduces dependence on manual verification
- • Improves brokerage visibility across periods
- • Supports corrective action with clear audit trails
AUM Reconciliation
Ensuring that the total AUM recorded inside your system exactly match the actual market value of client assets and transactional activity across folios is essential.
- • Aligns internal AUM figures with validated ledger data
- • Detects mismatches due to inflows or redemptions
- • Reduces downstream errors in reports
- • Improves confidence in compliance outputs
Rolling Returns Analysis
Evaluates portfolio performance across multiple rolling periods instead of fixed start–end dates, giving a more reliable view of consistency across market cycles.
- • Reduces dependence on one-period performance
- • Shows performance in different market phases
- • Enables fair comparison across portfolios
- • Strengthens long-term recommendations
Brokerage Reconciliation with Predefined Rates
Brokerage issues usually surface after payouts, when corrections become time-consuming. Mint reconciles brokerage by validating it against actual AMC/RTA data.
- • Detects shortfalls before month-end closures
- • Handles rate variations across schemes
- • Brings verification inside the system
- • Provides clear trail for audit review
Organisation Hierarchy
Flat user structures break as teams grow. Mint supports deeply layered organisational hierarchies, configurable up to six levels, to mirror how MF businesses actually operate.
- • Create multi-level hierarchies beyond broker/sub-broker
- • Customise level names to match designations
- • Assign role-based access permissions
- • Maintain accountability as teams scale
BSE + NSE + MFU (All Three)
Managing multiple exchanges usually means separate logins, duplicate setups, and fragmented workflows. Mint offers unified connection to BSE, NSE, and MFU within a single system.
- • Set up multiple exchanges under one login
- • Execute without switching platforms
- • Maintain consistent workflows
- • Reduce operational friction
SIF & Gift City Support
Support for SIF structures and Gift City operations
MF Central Integration
Direct integration for CAS data handling
Self ARN Management
Manage ARN operations within platform
Benchmark-Wise Comparison
Compare portfolios against benchmarks
15+ Integrated Research Tools
Built-in research capabilities
Investor Data Mining
Bulk XLS export capabilities
13+ Comprehensive Reports
Operational and advisory reports
Capital Gains Calculation
Aligned to new tax laws
Advanced Lead Management
Built-in tracking and allocation
Web-Based Digital Onboarding
Online workflows for investors
Transmission & Gifting
Support for sensitive transitions
WhatsApp Broadcasting
Client updates via WhatsApp
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See how these features map to your current setup.
Trusted by firms managing complex MF operations
Amit Bivalkar
Sapient Finserv
"The right technology partner like Investwell can help you identify issues you hadn't seen and solve problems you thought you had to live with. I consider Investwell as bespoke tech expertise available whenever you need it."
Ashish Chadha
Chadha Investment
"I have used the software since 2000, when technology was an alien word. It has helped us scale up our business from a handful of clients to a few thousand and serve them well."
Switching platforms without operational disruption
Changing core systems is a serious decision. Investwell Mint follows a structured migration approach designed to minimise risk, maintain data continuity, and avoid operational downtime.
Assessment
We review your current platform, data structure, and operational workflows to identify migration scope and dependencies.
Guided Migration
A dedicated onboarding team assists with data movement, configuration, and validation to ensure accuracy and continuity.
Go Live & Support
Final checks, team orientation, and ongoing support after go-live to stabilise daily operations.
Frequently Asked Questions
Is migrating data complex?
Migration is handled through a guided process with dedicated onboarding support.
Will my historical data remain intact?
Yes, relevant historical data is carried forward to ensure continuity.
Is Mint suitable for small teams?
Yes. The platform scales from individual advisors to large distributor setups.
How secure is the platform?
Mint uses role-based access, IP-based login, and OTP authentication.
Do I need additional tools?
Most operational and communication needs are covered within the platform.
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