Unclaimed brand
Rated India's leading mutual fund software by 5,000+ MFDs, IFAs, RIAs & wealth managers. Manage portfolios, automate reports and process transactions. Book a demo.
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Hex Code
Color name
RGB
HSL
CMYK
#0A79B6
Lochmara
10, 121, 182
201, 90, 38
95, 34, 0, 29
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
#32373C
Outer Space
50, 55, 60
210, 9, 22
17, 8, 0, 76
Investwell, operated by Excel Net Solutions Private Limited, provides technology and software for mutual fund distributors, investment advisers, wealth managers, family offices, and national distributors in India. Its Investwell Mint platform brings portfolio review, market research, transaction execution, and business analytics together in one system, helping financial professionals manage client portfolios and streamline advisory workflows. Features include detailed portfolio reports covering performance, valuation, asset allocation, and capital gains; research tools for comparing schemes; and online transaction processing through BSE, NSE, and MFU.
An iOS and Android app supports access on the go, while reporting and business analytics tools help users serve clients and monitor operations. Investwell also offers website and mobile app development services, along with a collection of financial tools, including mutual fund factsheets, SIP performance tracking, scheme comparisons, portfolio overlap and correlation analysis, calculators, and an invoice generator. The company states that it has served the industry for 25 years and is ISO/IEC 27001:2022 certified, with a focus on data security and accuracy
Brand industry
Finance
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Year founded
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Company size
11-50 employees
The Investwell name, logos and brand assets are trademarks of Investwell and its affiliates. Brandfetch isn't affiliated with or endorsed by Investwell. Their use is subject to Investwell's brand guidelines.
