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