India's MFDs have spoken.

From solo advisors in Siliguri to national distributors in Mumbai - MFDs across India have given their Investwell Mint reviews and testimonials. The verdict is unanimous.

5,000+MFDs & IFAs
4.8 / 5Rating
26+ YearsIn the Market

Real MFDs. Real results. Real talk.

Most MFDs in India rate Investwell Mint as their best business decision. Here is why, in their own words.

Gajendra Kothari, Etica Wealth — Investwell review
Gajendra Kothari
Etica Wealth

The team behind Investwell is extremely helpful, and based on our experience, their software is the best in the industry.

Mumbai, Maharashtra
Amit Bivalkar, Sapient Finserv — Investwell review
Amit Bivalkar
Sapient Finserv
The right technology partner like Investwell can help you identify issues you hadn’t seen and solve problems you thought you had to live with. The best part of the…
Read morerelationship is that you can take advantage of advanced skills when and how you need them. I consider Investwell as bespoke tech expertise available whenever you need it.
Pune, Maharashtra
Investwell Mint gives a complete record of the tax package
Deepesh Mehta
Happy Investor LLP
Bengaluru, KarnatakaMar 2026
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Hi my name is Deepesh Mata. I'm the founder of Happy Investor Fins LLP, an AMFI registered mutual fund distributor based out of Bangalore. I've been using Investwell for the last 3 years and uh I have migrated from a different software to Investwell and I believe that Investwell solves most of my requirements which I originally had which I didn't get it from the previous platform. For example, some of the challenges that I had was that before redemption I was not able to ascertain what was the capital gain tax and there are lot of changes that happens in our industry which CAMS and KF fintech undergo which Investwell is the first player to actually update this in our software. It also gives a complete record of uh the tax package. So I believe that Investwell Mint is a good software to have for mutual fund distribution firm and uh you know Amandeep is my relationship manager who handles my account and whenever I have any concerns with respect to the product she reaches out to me and get it addressed for me. Uh thank you so much in case if you haven't explored Investwell Mint I suggest that you try that once. Thank you.

Nikhil Anandpara, Vision Ladder LLP — Investwell review
Nikhil Anandpara
Vision Ladder LLP
I have been using Investwell Mint for managing my mutual fund clients, and it has been an essential part of my success. The platform consistently brings in…
Read moreinnovative features that make investing easier and more efficient. My heartfelt gratitude to the entire Investwell team for their dedication & commitment.
Saravanan S, Purplepond Financial Planners Pvt Ltd — Investwell review
Saravanan S
Purplepond Financial Planners Pvt Ltd
We have been using Investwell Mint (cloud-based mutual fund software) for a long time now. As a leading mutual fund distributor, our partnership with Investwell…
Read morehas been instrumental in streamlining our operations and enhancing client services. Here’s how their software has significantly benefited us in growing our distribution business; Online Access to Client Portfolios: Investwell platform provides seamless online access to our clients’ investment portfolios. The intuitive interface allows us to view holdings, track performance, and generate reports effortlessly. This feature has improved our efficiency and responsiveness. Convenient Mobile App for Clients: The mobile app developed by Investwell is a game-changer. Our clients can monitor their mutual fund investments on the go. Whether it’s checking NAVs, reviewing transaction history, receiving alerts and making transactions online including redemptions, the mobile app ensures a hassle-free experience for our clients. Updated Mutual Fund Scheme Research: Investwell software keeps us informed with real-time updates on mutual fund schemes. Their comprehensive research tools provide insights into fund performance, risk metrics, and historical data. This information empowers us to make informed investment decisions for our clients. Overall, Investwell has been a reliable partner, offering robust technology, prompt support, and continuous enhancements. We highly recommend their services to fellow mutual fund distributors and financial advisors. User-friendly interface Timely updates and accurate data Excellent customer support Thank you, Investwell, for revolutionizing our mutual fund distribution process! 🙌
Chennai, Tamil Nadu
Ramkrishna Gaikwad, Ram Gaikwad Finserv Private Limited — Investwell review
Ramkrishna Gaikwad
Ram Gaikwad Finserv Private Limited

A 100% trusted and tested app & web portal for MFDs

Pune, Maharashtra
Major Ashish Chadha (retd), Chadha Investment — Investwell review
Major Ashish Chadha (retd)
Chadha Investment

Investwell Mint has helped us scale up our business from a handful of clients to a few thousand and serve them well.

Delhi
Yogesh Sharma, Y S Capital — Investwell review
Yogesh Sharma
Y S Capital

15 years with Investwell Mint, and it has never let us down. The product and service have been consistently excellent throughout.

Mumbai, Maharashtra
Prakash Sheth, Sheth Investment & Insurance Hub — Investwell review
Prakash Sheth
Sheth Investment & Insurance Hub
I have been using this platform for 3 years now and am very comfortable with it - it's simply very user-friendly. The support team is always quick to resolve…
Read morequeries. I would definitely recommend this to my MFD friends.
Mumbai, Maharashtra
The big best part is the Mint app
Abhishek Jain
AFIN Capital Private Limited
DelhiMar 2026
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Hi, my name is Abhishek Jain and I am the founder of AFIN Capital Private, an investment solution company. We specialise in mutual funds and insurance. I got to know about Investwell, the software and the app through another MFD. He recommended me because I started the business at that point of time. So he recommended me to get a quotation from the investment teams. I got a contact of Harshita ma'am and she developed all the things which was required for me to start an MFD or distribution business. So since then it's been around an year I have been working through the software only. I place transactions through the software, I do all the client management through the software and the big best part is the Mint app. The app is futuristic and it shows everything that is required for a client. It's up to the date it gives update time to time and I think it's one of the best apps I have used.The bonus thing if you're integrating the software and the app you will get a good benefit out of it

Investwell Mint is actually one of the finest platforms.
Komal Jain
WealthPliers
Guwahati, AssamMar 2026
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I have been using Investwell since last 6 months and I want to share my review that this this is one of the very smooth and seamless platforms that I have used so far. And actually the support team, especially Neha Ji, who has been my relationship manager and the the one who guided me with the purchase, has been really helpful with her constant follow-ups that if everything is fine. And that helps me reassure my trust on the brand Investwell. They also conduct uh amazing sessions for mutual fund distributors and I have been part of such sessions as of now. So, uh I'm really liking the experience. Investwell is actually one of the finest platforms. My investors are also using their application on their phones and they have reported me with good feedback. Which actually means a lot because if my customers are happy with the services that I'm providing to them, nothing else comes closer to that. That is something which I which I am looking for because I am a client first MFD and that helps me build my trust on Investwell and eventually my customers' trust on our services. Thank you.

Keep doing the good work.
Hariharan
Canwealth & Financial Services
Bengaluru, KarnatakaMar 2026
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Hi all. I am Hariharan. I'm an AMFI registered mutual fund distributor based out of Bangalore. And I have been using Investwell Mint from the last 1 year. I migrated from a different software and I found Investwell Mint very helpful wherein I have I'm able to give a lot of solutions to my uh clients whenever they ask for. And I also want to thank Mr. Venkatesh, my RM. He's always available for whenever I require for any support. And if any mutual fund advisor wants to check out Investwell Mint, please go ahead and do it. It's worked out very well for me. Thank you. Keep doing the good work.

After retiring from Sharekhan, I evaluated every mutual fund software in the market. Investwell Mint was the clear choice - and I have never looked back.
Mradul Verma
Dhanam Vriddhi
Lucknow, UPMar 2026
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दिसंबर 25 में उपाध्यक्ष शेयर खान के पद से रिटायरमेंट लेने के बाद मैंने Dhan Vriddhi Ventures Private Limited में AMFI रजिस्टर्ड mutual fund distribution का बिजनेस शुरू किया जिसके लिए मुझे एक सॉफ्टवेयर चाहिए था। मैंने मार्केट में काफी देखने के बाद यह निर्णय लिया कि मुझे Investwell का सॉफ्टवेयर लेना होगा और मैंने वो ऑनबोर्डिंग सॉफ्टवेयर परचेस किया और एक्चुअली मैं यह बताना चाहता हूं कि मैं बहुत खुश हूं कि मैंने यह निर्णय लिया। इसका पूरा स्टाफ, एडमिन और क्लाइंट के लेवल पर जो भी सॉफ्टवेयर बना हुआ है वह बहुत ही बेहतरीन है और इसमें जो भी रिपोर्ट्स हैं वो भी बहुत ही अच्छी हैं। इंफॉर्मेशन बहुत अच्छी दी गई है। बहुत डिटेल्ड इंफॉर्मेशन दी गई है। समरी भी हम निकाल सकते हैं। और SOA करके एक रिपोर्ट है जो कि डायरेक्ट AMC की रिपोर्ट होती है जिसको हम निकाल सकते हैं। वो बहुत ही इंफॉर्मेटिव है और उसमें सभी तरीके का डिटेल दिया हुआ है जिससे कि क्लाइंट को एक सेटिस्फेक्शन आता है कि उसका पैसे सही जगह निवेश है और पूरी डिटेल उसको मिल पा रही है।Investwell का जो सबसे महत्वपूर्ण पार्ट हमको देखने को मिला वो आफ्टर सेल्स सर्विस का मिला जो कि इनके जो स्टाफ में रिलेशनशिप मैनेजर्स हैं उनको अगर आप कोई भी क्वेरी देते हैं तो इन नो टाइम वो उसको सॉल्व करके आपको दे देते हैं जिससे कि हमें क्लाइंट को सर्विस करने में बहुत ही सुविधा होती है। Mutual fund distribution के लिए एक मजबूत टेक्नोलॉजी प्लेटफार्म अगर हमको चाहिए था तो हमें Investwell के रूप में मिला है और मैं पूरी टीम को और Investwell के सभी सेल्स एंड सर्विस के लोगों को मैं साधुवाद और कांग्रेचुलेट करना चाहूंगा कि वो इतना अच्छा सर्विस हमें दे पा रहे हैं जिसके माध्यम से हम अपने क्लाइंट्स को भी सर्विस दे पा रहे हैं। थैंक यू।

The platform is trustworthy and stable
Bhavesh Soni
Anantayam Investments
Mumbai, MaharashtraMar 2026
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Hey, my name is Bhavish, and we at Anantayam Investment have been using Investwell for a year now. Before finalizing Investwell, we explored other platforms available in the market as well. We chose this because what we found was that the larger MFDs were using it, and our assumption was that if people are using it, then the platform is trustworthy and stable. That was one reason. The second reason was that the price point is quite affordable for people who are starting new, like us. So we finalized this, and over the past year, our experience has been positive. In terms of the support system, whenever we get an issue, we involve our RM, and she ensures that it is resolved quickly. Our customers are using this platform on both the app and the web. Their journey has also been very smooth and good. Lastly, we would want you to explore it. In case you are searching for a new platform or are just starting out, you may want to give it a try. Thank you.

The best part which I found out in Investwell Mint is its business analytics
Arpit Nagar
Remarkable Wealth OPC Ltd.
Bhopal, Madhya PradeshMar 2026
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Hi, my name is Arpit Nagar, I'm the founder of Remarkable Wealth OPC Private Limited based out of Bhopal, an AMFI registered mutual fund distributor. I'm using Investwell Mint since last one year and it has been really a great experience. The best part which I found out in Investwell Mint is the business analytics which is very useful and helpful tool for my business. Another important part is their support service which is very prompt and very accurate. My RM is Mr. Gagan Pal who is very helpful and I'm thankful to everyone.

It solves the core problems MFDs face
Chandan
Wealthier Investments
Mysuru, KarnatakaMar 2026
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Hi, I am Chandan representing Wealthier Investments. We are based in Mysore, Karnataka, and Chaitan is also a core team member. We have been using the Investwell SaaS model for the past 3 quarters. It is really amazing. First of all, I would like to thank Venkatesh Vaidya, Relationship Manager, who onboarded us and clarified all our issues. One good thing Investwell has done is build a beautiful software where it has solved the core problems that MFDs face, from onboarding clients, building portfolios, to helping clients achieve their financial goals. Investwell has used cutting-edge technologies to solve all these problems. So the system is more reliable and helps all the MFDs focus more on the business part and reduce time spent on transactions and other miscellaneous things. Thank you.

One of the things I personally like is the business analytics section. It gives an instant view of AUM growth, M2M impact, and client acquisition opportunities.
Aurivox Financial Services
Bengaluru, KarnatakaMar 2026
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I am a partner with Aurivox Financial Services based out of Bangalore. We have been using Investwell from the very beginning since the time we found this company. And it's been very helpful. One of the key things that I personally like is their business analytics section, which helps me look at the business right away, how how the AUM is growing, what is the M2M impact, how we can approach more clients, how we can generate leads. So more or less that is one of the section that is very very helpful. Very smooth. And the other important thing is that if you talk about the services and the back office, they have been very supportive. They reply to your queries very fast. And special thanks to Ved who's our relationship manager. He has been handling our relationship from the day one. And whenever we had any kind of doubt or any kind of queries, any problem in terms of understanding, he's very patient in terms of making us understand things. So cheers to these guys Investwell. I hope that you guys continue to do the great job. Thank you very much.

Features like Loan Against Mutual Funds add a layer of liquidity and value for my clients.
Laxmikant Nemade
Nagpur, MaharashtraMar 2026
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Hello. I am Lakshmikant Nemade from Nagpur. After my career as Deputy General Manager IT at MSEB, I switched into the world of wealth management as mutual fund distributor. For past decade, I have been helping families secure their financial future. Today, I serve over 500 happy clients managing an AUM of over rupees 45 crores. As my practice grew, the complexity of managing thousands of transactions and detailed data analytics became a significant challenge. To maintain high standards of service for my clients, I selected Investwell for my back office management. Whether it is client onboarding, transaction processing, deep dive data analytics, or regulatory compliances, the platform is incredibly supportive. Features like Loan Against Mutual Funds add a layer of liquidity and value for my clients. Their support team is fast, technically sound, and always ready to assist. By automating through Investwell, I am able to spend more time with my clients focusing on their goals and portfolio strategies, streamlining and expanding my business. Their versatile mobile app enables my clients to do transactions, generate reports, etc. very easily.

They act on any feedback or any suggestion very fast
Sudhindra Y S
TrustEdge Investments
Bengaluru, KarnatakaMar 2026
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Hi, this is Sudhindra. I recently quit my job and started my own mutual fund distribution. And I have an industry experience of 18 years. And I got a reference from my friend saying that Investwell Mint is one of the best software. And If I speak literally, it is indeed very user-friendly. They have mobile app, web version also, which is easy to understand and learn. Even a common man who don't know anything easily can learn and see all his growth and degrowth in the mutual fund. And one of the best input I can give is that, when using Investwell Mint, you can know what is the tax that client has to pay before selling. And whether it can be short-term, long-term, and even I noticed that before 2018, there was no tax. That also they have given separate column to view the taxation. And I'm very happy to use this software. And one more very important is if any feedback or any modification or any suggestion if we give to Investwell Mint team, they implement very fast if it is really valid. At least by two to three days within they implement it. And that some one or two feedback I have given and they have implemented very quicker and very happy with this software. I really recommend to use this software if you want to uh buy the mutual fund software. Uh that's it from my side and thank you very much.

Akshay Kaila, AK Investment — Investwell review
Akshay Kaila
AK Investment

Investwell Mint has been a great companion for my work as an MFD. The data accuracy is unmatched. I haven't come across anything better in the industry.

Ahmedabad, Gujarat
Prudent Wealth
I have been with Investwell since 2015, and one thing that has always stood out is their commitment to constantly evolving and bringing something new to the table…
Read morefor MF distributors. Investwell Mint is excellent, it has everything a distributor could want to scale their business. A special thanks to the team for their hard work in rolling out new features and for being genuinely open to feedback. Keep up the great work, Team Investwell!
Siliguri, West Bengal
Girish Nambiar, Safebridge Investment — Investwell review
Girish Nambiar
Safebridge Investment
At Safebridge, we have been with Investwell since our very first day, and it has been one of the best decisions we made. Investwell Mint has proven to be a premium…
Read moresolution for our mutual fund distribution business - intuitive, user-friendly, and equally easy for our internal team and clients to navigate. What truly sets Investwell apart, though, is the people behind the product. The support team is highly responsive and always goes the extra mile. The sales team is friendly, proactive, and genuinely invested in our success. That combination of a great product and dedicated service has been instrumental in our growth, and we wholeheartedly recommend Investwell Mint to any MFD looking for a reliable, long-term partner.
Ernakulam, Kerala
Venkat Sankeerth
Google Review
Investwell Mint has honestly been a game changer for me. The mutual fund distribution workflows that used to overwhelm me have become easy with Investwell Mint. Any…
Read moreMFD who hasn't tried it yet is really missing out. The support team is always there when you need them.
P V Jayarajan
Aadhyah Investments
I’ve been using Investwell since 2020 for my mutual fund distribution business, and it has completely transformed the way I work. From portfolio tracking to client…
Read morecommunication, everything is smooth and efficient. I’m truly satisfied with their service, constant innovation and responsive support team.
Thrissur, Kerala
Amarjeet Mohanty
Preferably one of the best software, in India, for MFDs. User friendly and GUI is easy to navigate. Data updation happens on a timely basis and the "Reports"…
Read morefeature is extremely good. Back-end support is excellent (which is hardly required). Keep up the good work. Kudos to the team
Umesh Redkar
Radiant Financial Services
Investwell Mint has been an integral part of my mutual fund distribution business and it has genuinely made things easier. It covers most of what an MFD needs, from…
Read morebrokerage and user codes to the sub-broker module, which works really well. Generating reports, including SOA, is simple and saves me the trouble of logging into different RTA platforms. BSE and NSE transactions both run smoothly on this platform. Being one of the oldest names in the industry, Investwell brings a reliability that I definitely trust. For any MFD looking for accurate and feature-rich software, this is honestly the best option out there.
Mumbai, Maharashtra
Priyanka Kashyap
The platform is easy to use and genuinely helpful for the business. The features are great and so is the sales support - they resolve queries quickly and are very…
Read moreprofessional. What stands out is that the team is always ready to make changes based on your needs
Mumbai, Maharashtra
Parivruddhi Wealth
We use Investwell Mint extensively, and it has been an excellent experience so far. For us, the financial calculators and investment tracking features stand out the…
Read moremost. Investwell's team bring a great commitment to honest & transparent guidance. We also highly recommend the Investwell Mint portfolio tracker.
Bengaluru, Karnataka
Sanjay Ganatra
Twenty years with Investwell, and the trust has only grown stronger. Investwell Mint has been particularly useful for my back office operations, and I genuinely…
Read morebelieve it is one of the most reliable tools available for ARN holders today.
Venkat Sankeerth
Investwell Mint has honestly been a game changer for me. The mutual fund distribution workflows that used to overwhelm me have become easy with Investwell Mint. Any…
Read moreMFD who hasn't tried it yet is really missing out. The support team is always there when you need them.
Arihant Fincorp
Investwell has completely streamlined the way I manage my mutual fund distribution business. From client portfolio tracking to transaction processing and reporting,…
Read morethe platform is reliable, user-friendly, and highly efficient. The mobile app and back-office support help me stay connected with clients and provide better service. It has significantly improved my productivity and client experience. I would highly recommend Investwell to every MFD looking to grow their business professionally.
Anil Kaka
I rely heavily on Investwell Mint to manage my clients' investment portfolios, and the platform has consistently exceeded my expectations. Investwell Mint offers…
Read moreseamless integration with MFU and RTAs. The risk profiling tools have completely streamlined our processes. It is an outstanding product backed by excellent service!
Delhi

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