
Investwell
1001, JMD Megapolis Sector -48, Gurugram -122018 Delhi NCR
investwellonline.com/
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.
Year Established
2000
No. of Active Users
2,500
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 Professionals
- Automate Mutual fund backoffice data updates with powerful reporting to handle all client and business requirements
Product Pricing
"InvestWell Mint - Starting at Rs 25,000 upto 25 Cr AUM and then 0.01% p.a. of AUM Customized Mobile app - Rs 25,000 per app Accelerator - New client onboarding - Starting from Rs. 50,000 per app."
Revenue Share Model
Not applicable
Subscription / Empanelment Process
- Visit www.investwellonline.com
- Drop your contact info
- Our Team will contact you asap
Eligibility Creteria
- 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
Contact Investwell
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
Financial Advisors are requested to contact the Partners directly for enquiries and support. Network FP is not responsible for any actions of partners.