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Investwell Mint (12)
FAQs (5)
Steps to Obtain MF Central credentials
Unlock Account Login
OTP Limit Exceeded
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Getting Started Guides (19)
Merging Duplicate Clients
Creating Family of Clients
Demerge Clients
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Portfolio Reports (3)
Portfolio Valuation report
Comprehensive Portfolio report
Capital Gain reports
Utilities for Advisors (11)
Import External Funds Using CAS
Email Schedular for Portfolio reports
Folio Lookup & SOA Download
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NSE/BSE/MFU Guides (13)
Create new UCC using BSE Star MF Integration
Upload BSE UCC and Mandates of existing clients
Create a Mandate in BSE Mandate
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Business Analytics Reports (4)
Security Exposure report
AUM Report
Variance in Allocation report
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Compliance Reports (9)
Aadhaar PAN Linking report
Folios without Nominee and missing Nominee Opt out flag
IIN, UCC Communication mismatch with Folio
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Mint Training Webinars (1)
Webinar 1 | Invest Online & Portfolio Valuation Report
Entry of different types of Assets (2)
How to enter PPF in Mint
Add Fixed Deposits for Investors
Brokerage Reports (2)
RM Incentive Module
Sub broker Payout process
SIP Reports (1)
SIP Reports
Data Managment (3)
Transmission/Gifting Usage Guide
User Defined Securities (Domestic and Foreign Assets)
CAS Import via OTP (MF Central)