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InvestWell

@investwellsoft

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

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linkhttp://www.investwellonline.com calendar_today08-10-2012 06:54:51

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InvestWell
@investwellsoft

5 years ago

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 youtu.be/YD90bpBjw0w