Mint by Investwell
Finance
Free · Designed for iPad. Not verified for macOS.
Mint by InvestWell is brought to you by Excel Net Solutions Pvt Ltd - a pioneer in providing wealth management applications.
This app provides information about Mutual Fund Schemes in India.
Fact sheets for mutual fund schemes in India are also provided. The details include, Fund Objective, Features, Return Performance, Holdings, NAV Graph.
Performance comparison of Schemes by return is provided.
Financial Calculators are also provided for easy reference.
Investors can access their Portfolio Online and transact also.
Please contact you advisor / distributor for enabling this service for you.
Wealth Advisors & Distributors are encouraged to register with InvestWell to allow portfolio access to their clients.
Please email us at sales@investwellonline.com for details.
To know more about Excel Net Solution Pvt Ltd, please visit our website http://www.investwellonline.com
Disclaimer :
Mutual Fund Investments are subject to market risks. Read all scheme related documents carefully.
Although due care has been taken, we do not guarantee accuracy, completeness and authenticity of the information. This is only a utility and shall not be construed as any investment advice. We are not responsible for any discrepancies in any case whatsoever. No representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of information. InvestWell cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing in this mobile app & its website. Investors are advised to take expert advice before taking any decision. You may please refer respective AMC website for more details.
more Good to see all your investments under one umbrella…nicely done to make one understand better.Few space i belive could be improvise,sure to see those woth time
Good to see all your investments under one umbrella…nicely done to make one understand better.Few space i belive could be improvise,sure to see those woth time
- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes
9.0.1 Aug 6
- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes
9.0.0 Aug 1
- Enhanced Security as per VAPT Audit
- Introduced 2FA for Investors
- Added Fundsnet SOA Support
- Added Contact Us on Login, if CRM enabled
- Added Custom Period in My Journey So Far
- Added SIP Delay & Step Up Calculators
- Goal Module Improvements
- Improved MF Central Flow
- Improved Notifications Screen
- Improved Calculators
- Resolved Other Bugs & Crashes
8.6.8 Jul 22
- Enhanced Security as per VAPT Audit
- Introduced 2FA for Investors
- Added Fundsnet SOA Support
- Added Contact Us on Login, if CRM enabled
- Added Custom Period in My Journey So Far
- Added SIP Delay & Step Up Calculators
- Goal Module Improvements
- Improved MF Central Flow
- Improved Notifications Screen
- Improved Calculators
- Resolved Other Bugs & Crashes
8.6.7 Jul 8
- Enhanced Security as per VAPT Audit
- Introduced 2FA for Investors
- Added Fundsnet SOA Support
- Added Contact Us on Login, if CRM enabled
- Added Custom Period in My Journey So Far
- Added SIP Delay & Step Up Calculators
- Goal Module Improvements
- Improved MF Central Flow
- Improved Notifications Screen
- Improved Calculators
- Resolved Other Bugs & Crashes
8.6.6 Jul 7
- Enhanced Security as per VAPT Audit
- Introduced 2FA for Investors
- Added Fundsnet SOA Support
- Added Contact Us on Login, if CRM enabled
- Added Custom Period in My Journey So Far
- Added SIP Delay & Step Up Calculators
- Goal Module Improvements
- Improved MF Central Flow
- Improved Notifications Screen
- Improved Calculators
- Resolved Other Bugs & Crashes
8.6.5 Jul 3
- Introduced CRM module in the Broker Dashboard
- Implemented Digital Accessibility features in compliance with the Rights of Persons with Disabilities guidelines
- NSE Invest: Step Up SIP in order placing
- NSE NACH Bank API integration
- Added Added Dark Theme for improved user experience
- Enabled Font Size customization for better readability
- Introduced Multi-Lingual support
- Updated NAV Lookup and Factsheet Mobile
- Transactions Pagination handling
- Fixed Portfolio as on Date
- Fixed Other Issues & Crashes
8.6.4 Jun 22
- Introduced CRM module in the Broker Dashboard
- Implemented Digital Accessibility features in compliance with the Rights of Persons with Disabilities guidelines
- NSE Invest: Step Up SIP in order placing
- NSE NACH Bank API integration
- Added Added Dark Theme for improved user experience
- Enabled Font Size customization for better readability
- Introduced Multi-Lingual support
- Updated NAV Lookup and Factsheet Mobile
- Transactions Pagination handling
- Fixed Portfolio as on Date
- Fixed Other Issues & Crashes
8.6.3 Jun 18
- Introduced CRM module in the Broker Dashboard
- Implemented Digital Accessibility features in compliance with the Rights of Persons with Disabilities guidelines
- NSE Invest: Step Up SIP in order placing
- NSE NACH Bank API integration
- Added Added Dark Theme for improved user experience
- Enabled Font Size customization for better readability
- Introduced Multi-Lingual support
- Updated NAV Lookup and Factsheet Mobile
- Transactions Pagination handling
- Fixed Portfolio as on Date
- Fixed Other Issues & Crashes
8.6.2 Jun 4
- Introduced CRM module in the Broker Dashboard
- Implemented Digital Accessibility features in compliance with the Rights of Persons with Disabilities guidelines
- NSE Invest: Step Up SIP in order placing
- NSE NACH Bank API integration
- Added Added Dark Theme for improved user experience
- Enabled Font Size customization for better readability
- Introduced Multi-Lingual support
- Updated NAV Lookup and Factsheet Mobile
- Transactions Pagination handling
- Fixed Portfolio as on Date
- Fixed Other Issues & Crashes
8.6.1 May 11
- Introduced CRM module in the Broker Dashboard
- Implemented Digital Accessibility features in compliance with the Rights of Persons with Disabilities guidelines
- NSE Invest: Step Up SIP in order placing
- NSE NACH Bank API integration
- Added Added Dark Theme for improved user experience
- Enabled Font Size customization for better readability
- Introduced Multi-Lingual support
- Updated NAV Lookup and Factsheet Mobile
- Transactions Pagination handling
- Fixed Portfolio as on Date
- Fixed Other Issues & Crashes
8.6.0 Apr 30
- Introduced CRM module in the Broker Dashboard
- Implemented Digital Accessibility features in compliance with the Rights of Persons with Disabilities guidelines
- NSE Invest: Step Up SIP in order placing
- NSE NACH Bank API integration
- Added Added Dark Theme for improved user experience
- Enabled Font Size customization for better readability
- Introduced Multi-Lingual support
- Updated NAV Lookup and Factsheet Mobile
- Transactions Pagination handling
- Fixed Portfolio as on Date
- Fixed Other Issues & Crashes
8.5.9 Apr 29
- Introduced CRM module in the Broker Dashboard
- Implemented Digital Accessibility features in compliance with the Rights of Persons with Disabilities guidelines
- NSE Invest: Step Up SIP in order placing
- NSE NACH Bank API integration
- Added Added Dark Theme for improved user experience
- Enabled Font Size customization for better readability
- Introduced Multi-Lingual support
- Updated NAV Lookup and Factsheet Mobile
- Transactions Pagination handling
- Fixed Portfolio as on Date
- Fixed Other Issues & Crashes
8.5.8 Apr 28
- Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues
8.5.7 Apr 6
- Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues
8.5.6 Mar 12
- Mandatory Risk Profiling
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues
8.5.5 Mar 9
- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
8.5.4 Feb 3
- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
8.5.3 Jan 13
- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
8.5.2 Jan 5
- Introduced NSE Invest Cart
- Added NSE Invest-Track order functionality
- Added Client Search by Equity Code
- Added Date Range in Portfolio Reports Download
- Added Font Size Settings
- Added Nominee Details Screen
- Added Terms & Conditions while login / signup
- Added Avg. Purchase NAV to be shown in portfolio detail screen
- Added Investment via short link
- Added BSE Cart Trusted Mode App
- Pay via Link option for BSE Trusted Mode
- Updated AMFI Links
8.5.1 Jan 1
- Security Updates
8.5.0 12/04/2025
- Security Updates
8.4.9 12/03/2025
- Security Updates
8.4.8 11/08/2025
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes
8.4.7 10/18/2025
- AMFI links Updated
- Contact Screen for RIA
- Improved My Journey So Far
- Escalation Matrix in Profiles
- Add Nominee in Profile List
- Check Nominee during Order Placement
- Fixed Weekly SIP Dates
- Fixed My Goals Status Bar
- Fixed Issue of Onboarding of existing client
- Other Fixes and Crashes
8.4.6 10/16/2025
- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes
more Version 9.0.1 Aug 6
Data Not Collected The developer does not collect any data from this app.
