Client corner
Everything for existing clients, in one place.
Your portfolio, your statements and the answers to the questions we get asked most.
The portal opens in a new tab and is operated by Investwell on our behalf. We will never ask for your password.
Scan to open the portal
https://imperialindia.investwell.app/
Quick links
What would you like to do?
Check my portfolio value
Live valuation across every scheme.
Get the mobile app
Android and iPhone, plus first-login help.
Look up a NAV
Every scheme in the AMFI daily file.
Plan a new goal
Eight calculators, free to use.
Update my details
Bank, address, nominee or mobile number.
Raise a complaint
Our grievance process and escalation path.
Common questions
Account and access.
I have forgotten my portal password.
Use the ‘forgot password’ link on the login page — the reset goes to the email address registered on your folio. If that address is out of date, call the helpdesk and we will update it first.
The app is not sending me an OTP.
The OTP goes to the mobile number registered on your folio, which is sometimes an older number. Call us and we will get it changed with the registrar.
How do I get a capital gains statement?
Both the portal and the app generate one for any financial year. If you need it consolidated across folios or in a particular format for your CA, email the helpdesk.
How do I start a new SIP or add to an existing one?
You can transact directly in the app. If it is a new scheme rather than a top-up, speak to us first so it fits the plan rather than sitting alongside it.
How do I update my bank account, address or nominee?
These changes go through the registrar and need a signed form and KYC documents. Email the helpdesk and we will send the right form and handle the submission.
Still stuck? Email helpdesk@imperialindia.in or call +91 83293 59693.