Investwell Mint

6.2easy start · #20 of 31
in Financial Advisor Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web. Paid plans from ₹2083.33/mo.

Investwell Mint is ranked #20 of 31 in financial advisor software on The Geeks Club. It runs on Android, iOS, Web. There is no free plan. Paid plans start at ₹2083.33/mo.

Investwell Mint plans and pricing

All plans

Investwell Mint ₹25,000/yr Starting price for AUM up to 25 Cr; pricing tied to AUM; one plan, every feature AUM up to 25 Cr at starting price · unlimited users and investors investwellonline.com · 2 Oct 2026

Compared on financial advisor software

Free plan: No
Client portal: Yes
Financial planning: Yes
Proposal generation: Yes
Compliance workflows: Yes

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The record

What it does: Investwell Mint provides wealth management tools for portfolios, transactions, and business analytics.
Intended users: Investwell says it supports mutual fund distributors, IFAs, and national distributors.
Portfolio reporting: Its listed reports include CAGR and XIRR portfolio reports, realized and unrealized capital gains, allocation analysis, and transaction statements.
Business analytics: Listed business analytics include AUM, purchase and sales, SIP growth, cash flow, allocation variance, redemption simulation, and security exposure.
CRM: The pricing page lists email scheduling, portfolio management, client segmentation, client acquisition, and automatic birthday, SIP/STP, and maturity reminders.
Asset classes: The pricing page lists mutual funds, shares and bonds, fixed deposits, PMS and AIF, insurance, real estate, and gold.
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.
NSE and mobile access: An Investwell release note says NSE Invest is available through Mint Web and the Mint mobile app.
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.
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.
Support: Investwell lists Mint support at 08069212969 and [email protected].
Help resources: The helpdesk lists Mint FAQs, getting-started guides, portfolio-report guides, integration guides, compliance reports, and training webinars.
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.
Founded: 2000
Price from: ₹2083.33/mo

Where it ranks on The Geeks Club

Best Financial Advisor Software in 2026#20 of 31

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Sources

investwellonline.com/about-us/· checked 2 Oct 2026
investwellonline.com/pricing/· checked 2 Oct 2026
investwell.freshdesk.com/support/discussions/topics/19000036400· checked 2 Oct 2026
help.investwellonline.com/support/discussions/topics/19000035977· checked 2 Oct 2026
investwellonline.com/contact-us/· checked 2 Oct 2026
help.investwellonline.com/support/solutions/19000102962· checked 2 Oct 2026
investwell.in· checked 28 Sept 2026