Investwell

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

investwellonline.com/
A & D Software
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Last Updated on Date: 12 Jul

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

  • 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 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

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

Eligibility Creteria

  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
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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

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Financial Advisors are requested to contact the Partners directly for enquiries and support. Network FP is not responsible for any actions of partners.