Existing Clients
Your Investments, One Click Away
Access your investments and portfolio through the secure Investwell client portal. The portal opens in a new tab.
What you can do in the portal
- View your current portfolio and holdings
- Download account statements and reports
- Track your SIPs and transaction history
- Access your investments from any device
A note on security. The portal is hosted by Investwell and opens on their own domain. TEAM4 Finvest will never ask for your portal password or an OTP - not on this website, not over the phone, and not on WhatsApp. Always check the address bar before entering your credentials.
Need help accessing your portfolio?
Forgotten your login, first time signing in, or something not showing correctly? Message or call us and we will sort it out with you.
Please do not send your password or OTP in any message. We never need it.
Not a client yet?
Start with a free portfolio review or a conversation about your goals. There is no obligation to move anything you already hold.
Talk to TEAM4 Finvest