InvestWell

Investwell is a software application for financial planners, investment advisors and brokers for tracking investments in various Mutual Funds in India.

[InvestWell @InvestwellSoft]

https://t.co/bTEM1xYaZJ

[InvestWell @InvestwellSoft]

Yesterday, we conducted a Comprehensive Training session of InvestWell Mint for the members of @BSEStARMF
The members learnt how they can digitally empower their Wealth Management businesses by leveraging InvestWell software as a CRM, Portfolio tracking, Financial Research tool

[InvestWell @InvestwellSoft]

Watch the latest training session for InvestWell Mint Platform
✅ Goal Planning - Create a lifelong cashflow plan
✅ Risk Profiling - Correctly categorize your clients risk attitude
✅ Variance in Allocation - To see Rebalancing amount

https://t.co/be6pvM4b8T

[InvestWell @InvestwellSoft]

“Wishing you a very happy, bright and prosperous Diwali!”
#happydiwali #deepavali #diwali2019 #diya #festivaloflights #celebration #InvestWell

[InvestWell @InvestwellSoft]

Happy Dussehra!
This #Dussehra destroy your financial worries with one weapon - Mutual Funds.

#Dussehra2019 #Ravan #Ram #MutualFunds #InvestWell #India

[InvestWell @InvestwellSoft]

‘Always aim at complete harmony of thought and word and deed. Always aim at purifying your thoughts and everything will be well.’
Happy Gandhi Jayanti 2019

#MahatmaGandhi #GandhiJayanti #BirthAnniversary #FatherOfTheNation #MohandasKaramchandGandhi #InvestWell

[InvestWell @InvestwellSoft]

Rakhi is the strongest and most beautiful thread of love bonded with promise.. Happy Raksha Bandhan.

#rakhi #festival #celebration #brothersisterlove #rakhispecial #gifts #rakshabandhan #rakshabandan2019 #india

[InvestWell @InvestwellSoft]

Let's celebrate the day that gave us the freedom of thought, actions, faith and speech! - Happy Independence Day

#15August #Freedom #Unity #IndependenceDay2019 #IndependenceDayIndia #InvestWell

[InvestWell @InvestwellSoft]

@a_dhyaanagam @dmuthuk True.

[InvestWell @InvestwellSoft]

Saving through a #SIP for making big-ticket purchases like a smart television or funding your holiday makes more financial sense than taking the #EMI route and paying up over a period of time.

#SIPvsEMI #FinancialPlanning #Savings #InvestWell

[InvestWell @InvestwellSoft]

Steps you take now are key to your #future financial security. Learn how to plan, save & invest for retirement with complete guide & tips for #RetirementPlanning for beginners.
🏝🍹 https://t.co/yk4HQqPpNO

#Beginners #RetireRich #FinancialPlanning #Investment #InvestWell #India

[InvestWell @InvestwellSoft]

Being a #FinancialAdvisor, do you struggle to build long & healthy relationship with clients! Don't worry, here are the ways through which financial advisor can improve #clientsrelationship 🔗 https://t.co/othuy1ix5G

#FinancialGoals #HappyClient #ThursdayThoughts #InvestWell

[InvestWell @InvestwellSoft]

Selecting a #healthinsurance plan 📝 depends on a number of factors & your requirements. The factors which you should consider when buying a health insurance plan ⚕️ are:
-- 👨‍⚕️👩‍⚕️ https://t.co/r1QcXH3ieV --

#howto #healthcare #healthandwellness #healthblog #InvestWell

[InvestWell @InvestwellSoft]

Learn how to use the BSE integration in Investwell Mint. You can create UCC, Mandates and Invest Online on behalf of your clients.
https://t.co/0QmEx9q7X8

[InvestWell @InvestwellSoft]

See how the Rolling Return calculator works in the all new Investwell Mint software for Financial Advisors
https://t.co/XJCEEEE8Y3

#rollingreturncalculator #mutualfunds #MutualFundsSahiHai

[InvestWell @InvestwellSoft]

One of the key principles of investment is “the higher the #risk, the higher the expected return”. Anytime you invest your money to make more #money, there is some type of risk in losing it.

#Investment #FinancialTips #DoubleYourMoney #Principles #InvestWell #India

[InvestWell @InvestwellSoft]

❝ A #satisfiedclient is your best marketing agent! ❞
There are many ways that can help a #FinancialAdvisor to strengthen their relationship with clients. Here are Top 5 #MarketingStrategies for Financial Advisors
🔗 https://t.co/314TZSA6h5

#Top5 #ThinkOutsideTheBox #InvestWell

[AMIT ANAND BIVALKAR @BIVALKAR]

@nsitharaman @FinMinIndia In all Financial Products GST is paid by the customer but in mutual funds it is paid by the distributor and that too 18 %. For strong DII presence we need strong Distribution please consider this decision for bringing parity to all financial products.

[InvestWell @InvestwellSoft]

The returns from mid cap funds offer higher growth prospects than large cap funds, but investors must also keep in mind that during crisis these stocks tend to fall drastically.

#MidcapFunds #Returns #Growth #Liquidity #Risk #FinancialPlanning #MutualFunds #InvestWell #India

[InvestWell @InvestwellSoft]

Small cap funds are mutual funds that select stocks for investment from the small cap category, which includes all stocks except the largest 250 stocks (by market capitalization).
#MutualFunds #GoodMove #FinancialPlanning #Investment #StockMarket #CheckMate #InvestWell