Investwell
1001, JMD Megapolis Sector -48, Gurugram -122018 Delhi NCR
A & D Software
Website 
LinkedInAbout Investwell
InvestWell has been serving the fintech needs of MF distributors & RIAs since year 2000. We are proudly founder-led, bootstrapped and profitable. Our 70+ member team is geared up to provide cutting edge solutions for all asset classes to financial advisors.
Year Established
2000
No. of Active Users
2,500
No. of Employees
NA
Key Officials
-
Sunil Jain
CEO & Founder
About Products & Services
Key Benefits to Clients
- Self service platform to Review portfolio of all assets and Transact in Mutual funds on Web browser
- Android & iOS mobile app
Key Benefits to Clients
- Automate Mutual fund backoffice data updates with powerful reporting to handle all client and business requirements
Product Pricing
InvestWell Mint - Starting at ₹25,000 upto 25 Cr AUM and then 0.01% p.a. of AUM
Customized Mobile app - ₹25,000 per app
Accelerator - New client onboarding - Starting from ₹50,000 per app.
Revenue Share Model
NA
Subscription / Empanelment Process
To be listed as an Advisor at Investwell:
- Visit www.investwellonline.com
- Drop your contact info
- Our Team will contact you asap
Eligibility Criteria
- No special eligibility is required to use Investwell
- It is currently used by IFAs & Corporates of all sizes as well as RIAs and Family offices
Special Offer for NFP Promembers
- 20% discount (max Rs. 5000) on New Subscriptions. Valid till 15 Aug 2022
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EmailInformation published here is as shared by members. All information provided here is in good faith to help consumers make informed decisions, however, Network FP makes no representation or warranty of any kind. Consumers & Investors are encouraged to cross-verify the information during the initial meetings before taking any decisions.