1001, JMD Megapolis Sector -48, Gurugram -122018 Delhi NCR

A & D Software

About 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.

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Key Officials

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

Subscription / Empanelment Process

To be listed as an Advisor at Investwell:

  1. Visit
  2. Drop your contact info
  3. Our Team will contact you asap

Eligibility Criteria

  1. No special eligibility is required to use Investwell
  2. It is currently used by IFAs & Corporates of all sizes as well as RIAs and Family offices

Special Offer for NFP Promembers

  1. 20% discount (max Rs. 5000) on New Subscriptions. Valid till 15 Aug 2022

Contact Investwell

Contact directly

Express your interest or drop in your concerns in the form below, and we will reach out to you directly.

NFP Partner Contact Form - Investwell

Information 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.