FAQ
InvestWell allows you to set a Hierarchical access to you Clients data for all the employees in your organization. Please watch in 720p (HD). Go to Sett...
Wed, 14 Jun, 2017 at 11:52 AM
Many advisors ask for finding the AUM (asset under management) for a period , say Financial Year 2016 . Sometimes they want to Compare AUM variation be...
Tue, 30 May, 2017 at 1:38 PM
Sebi Conducts Due Diligence for ARN Holders based on criteria such as AUM, Commissions etc. The purpose of this is to ensure best practices are followed in ...
Wed, 14 Mar, 2018 at 3:37 PM
While uploading transaction file if you see the following error. Please follow the procedure in this guide to rectify the same. For Windows 10 G...
Fri, 10 Nov, 2017 at 9:59 AM
PFA Sample CAGR Calculation File. The default CAGR method has been changed to weighted CAGR. Earlier it was Standard. This can be changed as required in...
Mon, 26 Sep, 2022 at 10:43 AM
Due to SEBI circular regarding scheme categorization, most of the mutual funds have done the following : Renamed some Schemes Merged some schemes with...
Fri, 8 Jun, 2018 at 10:34 AM
Now you can send one to one or mass notification to your app users. Please find attached Guide to use Notification Panel. We will also link this li...
Wed, 20 Feb, 2019 at 12:54 PM
We have a couple of ways of importing Equity transactions. Excel import from your Share trading application, if available. Individual Contract notes give...
Sat, 13 Apr, 2019 at 10:38 AM
1. Open Setup Menu, ARN Settings Menu option 2. Select the ARN / RIA Code CHECK the option Quotation Fist Tax Invoice Later 3. Prepare bill as usu...
Fri, 9 Aug, 2019 at 4:59 PM
Dear All. Recently Yahoo changed its policy regarding Auto-forwarding of mails receiving in your inbox. From 1st January 2021, all the RTA mail...
Tue, 22 Dec, 2020 at 10:40 AM