InvestWell
InvestWell (Excel Net Solutions Private Limited) provides a cloud-based wealth management SaaS platform for India's mutual fund distributors, IFAs, family offices, and national distributors, enabling portfolio management, transaction execution across BSE, NSE, and MFU, compliance, and client reporting.
- Company typePrivate
- Founded2000
- HeadquartersGurugram, India
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What InvestWell does
InvestWell (legally Excel Net Solutions Private Limited) is a Gurugram-based fintech SaaS company founded in 2000 that builds wealth management software for India's mutual fund distribution ecosystem. Its core product, InvestWell Mint, is a cloud-based platform that consolidates portfolio management, market research, online transaction execution across BSE Star MF, NSE Invest (nMF), and MFU exchanges, compliance management (via CAMS and KFintech RTA integrations), business analytics, client communication, and proposal generation into a single workspace for individual and small-team distributors. The platform also embeds a suite of advisor productivity features, including five proposal tools (Model Portfolio Comparison, Growth Calculator, Rolling and Trailing Return Analysis, Portfolio Overlap), goal planning, tax reporting, and AMC and client billing modules.
The platform is used by more than 5,000 wealth managers and is connected to roughly 80 lakh investor folios and approximately ₹6 lakh crore of platform AUM, with ₹23,500+ crore transacted in 2025 alone. InvestWell also offers an integrated CRM add-on, a mobile application for iOS and Android used by advisors and investors, a suite of free planning and scheme analysis tools (SIP, retirement, education, marriage, and tax calculators, portfolio overlap, correlation, factsheet utilities), and ancillary Website and Mobile App development services. Native integrations with BSE, NSE, MFU, CAMS, KFintech, MF Central, Signzy (video KYC), and several PMS and share-broker data sources anchor the platform's interoperability within the Indian mutual fund stack.
InvestWell operates a sales-led, consultative go-to-market model with regional phone coverage across India, a "Book a Demo" funnel capturing prospect AUM and interest area, content marketing via blog and "InvestWell Insider" community sessions, and direct enterprise sales targeting MFDs across an AUM range from under ₹10 crore to over ₹500 crore. Pricing is quote-based and not publicly disclosed, with subscription recurring revenue implied across advisor seats. The company is bootstrapped since inception, holds ISO/IEC 27001:2022 certification, was named Best WealthTech at the 2025 Bharat Fintech Summit Awards, and operates from a single headquarters in Gurugram with 11–50 employees under founder and CEO Sunil Jain.
InvestWell firmographics
Firmographics- Name
- InvestWell
- Legal name
- Excel Net Solutions Private Limited
- Website
- https://investwellonline.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- InvestWell (Excel Net Solutions Private Limited) provides a cloud-based wealth management SaaS platform for India's mutual fund distributors, IFAs, family offices, and national distributors, enabling portfolio management, transaction execution across BSE, NSE, and MFU, compliance, and client reporting.
- Ownership category
- akta.pro rank
InvestWell industry classification
Industry- Product category
- Wealth Management Software for Mutual Fund Distributors
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)
- akta.pro secondary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
Keywords
Where InvestWell is headquartered
LocationHeadquarters
- HQ city
- Gurugram
- HQ country
- India
- HQ region
- Asia
Offices1 record
Markets served
InvestWell business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Operations, Marketing or Sales
Revenue model
- SaaS Subscription (Wealth Management Software): InvestWell Mint is offered as a subscription-based SaaS platform to MFDs, IFAs, family offices, and national distributors. The primary revenue stream comes from recurring subscription fees from advisors who pay to access the platform's portfolio management, transaction execution, compliance, and analytics tools. Pricing is not publicly disclosed and appears to be quote-based, likely tiered by AUM or number of clients/folios managed.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
InvestWell product offering
Product offeringCore offering
InvestWell builds Investwell Mint, a cloud-based SaaS wealth management platform that helps mutual fund distributors (MFDs), IFAs, family offices, and national distributors in India manage client portfolios, execute mutual fund transactions across BSE Star MF, NSE Invest and MFU, maintain KYC and regulatory compliance, run business analytics, and generate client proposals. The company also offers an investor-facing mobile app, an Investwell CRM add-on module, and custom website and mobile app development services for advisors.
Product overview
InvestWell (Excel Net Solutions Pvt. Ltd.) offers a unified wealth management SaaS platform for India's mutual fund distributors (MFDs), IFAs, family offices, and national distributors. The core product is Investwell Mint — a comprehensive platform providing portfolio management, online transaction execution across BSE/NSE/MFU exchanges, compliance tracking, client reporting, business analytics, and AI-assisted proposal tools. The product portfolio includes Investwell Mint (web portal and mobile app for iOS/Android), Investwell CRM (add-on module for lead and client management), a suite of financial planning tools (SIP, retirement, marriage, education, tax calculators), market research and scheme analysis tools, proposal tools (Model Portfolio Comparison, Growth Calculator, Rolling/Trailing Return Analysis, Portfolio Overlap), compliance management, billing modules for both AMCs and advisors, and Video KYC for investor onboarding. The company also provides Website and Mobile App Development services. Built over 25 years, the platform serves 5,000+ wealth managers managing 80+ lakh investors with ₹6+ lakh crore platform AUM.
Differentiator
Problem solved
Functional benefit
Brands
- Investwell Mint: Comprehensive wealth management software platform offering portfolio review, market research, transaction execution, and business analytics for mutual fund distributors and advisors.
Products and services
- Investwell Mint Primary wealth management SaaS platform for mutual fund distributors (MFDs), IFAs, family offices and national distributors. Provides portfolio management, online transaction execution across BSE Star MF, NSE Invest and MFU, KYC and compliance tracking, client reporting, business analytics, proposal tools and advisor productivity features, accessible via web portal and mobile app.
- Investwell CRM Customer relationship management add-on module integrated with Investwell Mint for managing investor profiles, leads, tasks, opportunities, meetings, documents and team collaboration. Supports automatic client sync from Mint, lead conversion, family grouping and multi-RM client assignment.
- Mint Mobile App (iOS & Android) Native mobile application for Investwell Mint on iOS and Android enabling advisors and their investor clients to view portfolios, execute transactions, track SIPs and access reports on mobile devices.
- Website Development Services Custom website development service for financial advisors and businesses seeking a professional online presence.
- Mobile App Development Services Custom mobile application development service for clients needing bespoke app solutions beyond the core Investwell Mint product.
Quantifiable outcome
- Trusted by 5,000+ wealth managers managing ₹6 Lakh+ Crores AUM and serving 80 Lakh+ investors
- +2 more outcomes
Companies that use InvestWell
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles2 records
InvestWell technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration16 records
AI capability3 records
Feature10 records
InvestWell partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights5 records
InvestWell competitors and assessment
Company assessmentDirect peers
- WealthDesk: Indian wealth management technology platform serving advisors and distributors with model portfolios, research, and execution tools. Overlaps with InvestWell Mint's advisor workflow capabilities around portfolio construction and client proposals.
- MProfit: Indian portfolio tracking and management software for investors and advisors supporting multiple asset classes including mutual funds, equities, and PMS. Comparable in offering advisor-grade portfolio tracking, capital gains reporting, and multi-asset consolidation.
- NJ Wealth (NJ India Invest): Major Indian mutual fund distribution platform with the NJ E-Wealth technology offering for partner distributors and IFAs. Competes head-to-head for the same mid-market MFD customer segment with comparable portfolio management, transaction execution, and reporting functionality.
- Prudent Corporate Advisory Services: One of India's largest mutual fund distributors with its own advisor-facing technology platform (PrudentConnect). Serves a similar MFD/IFA customer base with portfolio management, transaction execution, and compliance tools — directly comparable to InvestWell Mint in product scope and target segment.
- Fincart: Indian wealthtech SaaS platform serving financial advisors and distributors with portfolio management, client reporting, and transaction tools. Targets a similar IFA/MFD customer base with overlapping feature set in portfolio review and analytics.
Emerging players
- Kuvera: Direct-to-investor mutual fund platform with goal-based investing and tax planning tools. While primarily B2C, Kuvera's growing institutional partnerships and white-label offerings create emerging competition for parts of InvestWell's advisor workflow.
- Goalwise: Indian goal-based investing platform combining automated portfolio management with financial planning tools. Represents an emerging direct-investor model that competes for the same end-investor relationships that flow through InvestWell's MFD customers.
- INDmoney: India's largest B2C super financial app aggregating mutual funds, stocks, and other products. Targets the same end-investor pool as InvestWell's investor portal, with growing advisor-facing capabilities that could encroach on InvestWell's MFD customer base.
Broad incumbents
- KFin Technologies: Second-largest Indian mutual fund RTA, similar position to CAMS. Provides KYC, folio management, and CAS services to InvestWell while also developing investor- and advisor-facing tools that overlap with parts of InvestWell's value proposition.
- Computer Age Management Services (CAMS): India's largest Registrar and Transfer Agent (RTA) for mutual funds. InvestWell integrates with CAMS for KYC and folio data, but CAMS also offers adjacent investor servicing platforms and partner tools, making it an upstream incumbent with potential to expand downstream into advisor software.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
InvestWell social profiles
Digital presenceInvestWell compliance and trust
Trust signalCompliance1 record
InvestWell financial estimates
Financial estimateRevenue estimate
Valuation estimate
InvestWell leadership team
Management profileNumber of profiles
Profiles1 record
InvestWell funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
InvestWell M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about InvestWell
What does InvestWell do?
InvestWell builds Investwell Mint, a cloud-based SaaS wealth management platform that helps mutual fund distributors (MFDs), IFAs, family offices, and national distributors in India manage client portfolios, execute mutual fund transactions across BSE Star MF, NSE Invest and MFU, maintain KYC and regulatory compliance, run business analytics, and generate client proposals. The company also offers an investor-facing mobile app, an Investwell CRM add-on module, and custom website and mobile app development services for advisors.
Is InvestWell a public or private company?
InvestWell is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was InvestWell founded?
InvestWell was founded in 2000. It employs 11 to 50 people.
Where is InvestWell based?
InvestWell is headquartered in Gurugram, India, in the Asia region.
How does InvestWell make money?
One revenue line is on record: saaS Subscription (Wealth Management Software).
Who are InvestWell's main competitors?
Direct peers on record are WealthDesk, MProfit, NJ Wealth (NJ India Invest), Prudent Corporate Advisory Services and Fincart. Emerging players are Kuvera, Goalwise and INDmoney. Broad incumbents are KFin Technologies and Computer Age Management Services (CAMS).
Does InvestWell have an API?
No public API is recorded for InvestWell.
What industry is InvestWell in?
InvestWell's product category is Wealth Management Software for Mutual Fund Distributors. Its primary akta.pro industry code is FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs), with a secondary code of FSAEAAAC, Portfolio Construction & Asset Allocation Advisory. Its NAICS code is 523940 and its SIC code is 6282.