FAQ
You must be aware of the changes in Capital Gains Calculation for Equity Mutual Funds and Equity Shares etc brought in the recent Budget. At InvestWell,...
Tue, 3 Apr, 2018 at 3:38 PM
Please view in 720p (HD). Go to Settings icon on bottom right corner > Quality > 720p
You may watch this video which explains in detail how t...
Sat, 27 May, 2017 at 9:44 AM
Investwell has the facility to email Aadhaar registration forms of all 4 RTAs (CAMS, Karvy, Franklin and Sundarum) to clients. Find this screen in the Repo...
Tue, 20 Feb, 2018 at 2:30 PM
This article describes the process of making GST invoices to be sent to AMC for Commissions Received by an ARN Holder. Note - In case you are not covere...
Fri, 25 Aug, 2017 at 11:52 AM
This article describes the process of making GST invoices to be sent to Investor. Note - In case you are not billing for services to your clients, you m...
Sat, 12 May, 2018 at 4:27 PM
Please watch in 720p (HD).Go to Settings icon on bottom right corner > Quality > 720p As you know each investment in Mutual Funds is represented...
Fri, 9 Jun, 2017 at 10:31 AM
Dear Advisor,
Please find instructions on customizing the format of Karvy mfs Transaction Mailback (MFSD 201) in the attached document...
Mon, 7 Nov, 2016 at 10:39 PM
Please view in 720p (HD).
Once you have uploaded all the brokerages you would want to know what commissions you have been receiving.
Go to ...
Tue, 20 Jun, 2017 at 12:48 PM
Go to Setup Menu > ARN No.
This is where you could register the Details of the email id in which CAMS, KARVY etc. would se...
Mon, 7 Nov, 2016 at 10:40 PM
Please watch in 720p (HD) Go to Program settings option in Setup Menu
You can update the Service Tax number, Service tax %, Cess %, etc as per th...
Mon, 12 Jun, 2017 at 3:25 PM