InvestWell Advisory
Finance
Free · Designed for iPad
Welcome to the world of Multi-Asset Advisory Platform that is designed to empower investors with personalized, and unbiased investment advice from qualified investment advisors. With Invstwell Advisor app, experience the future of investment advisory at your fingertips. This state-of-the-art application is built for seamless execution of investment advice, regular monitoring & review by the experts, and detailed reporting of your investments. Whether you are a seasoned investor or just starting out, we will have a solution for you. We have predefined Model Portfolios to match your Risk Profile, or our advisors can provide a tailored approach to help you navigate the complexities of various asset classes. With real-time tracking of market value of your investments, returns of all portfolios/assets, detailed analytics, on-app support, and a user-friendly interface, our app, along with our advisors, is your trusted partner in achieving your investment goals. Concept’s Investwell Advisory clients will receive access to the app at the time of onboarding. For new investors – please register on the App to receive your access, or send your queries to us on advvisory@conceptinvetwell.com or on WhatsApp (7016715175). Concept Investwell Private Limited is a Registered Investment Advisor (INA 000018337) and a
Registered Portfolio Manager (INP 000006323) with SEBI.
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Smarter investing just got better with new features and a smoother app experience.
- Marketplace Now Live – Discover, compare, and invest in multiple products from one place
- Fresh Look & Feel – Updated branding with a modern, soothing colour theme
- Robo Advisory – Goal-based investment recommendations tailored to your risk profile
- Pre-Login Access – Explore app features and products before signing up
- Kannada Language Support – Use the app comfortably in your preferred language
The developer, Concept Investwell Pvt. Ltd., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Contact Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Concept Investwell Private Limited
- Size
- 91.5 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- Concept Investwell Private Limited © 2024. All Rights Reserved