Attract, Retain and Delight More Customers

Create effective Sales Presentations in seconds

Close your sales faster with impact creating personalized sales illustrations and goal based wealth creation plans. Choose from over a dozen sales illustrations

Create effective Goal based Financial Plans and Track them too

Deliver highest level of investment satisfaction to your customers by using our Goal based financial plans. Create comprehensive yet very concise goal based plans

Give High Quality Advise to your Customers

Wealth Magic provides expert MIS on performance of all MF schemes, so that you can advise the best scheme to your customers, based on their risk profile and needs.

Manage Business across Asset Classes

Wealth Magic is a single platform which can help you drive your business across all asset classes such as Mutual Funds, Life Insurance, Non-Life Insurance, Postal Schemes,

Integrated View of Customer Portfolio

You are servicing your customers for all their diverse financial and protection needs. Hence it is imperative to give them a consolidated view of their investments

Give Online Portfolio Access to your Customers

Create that professional image by giving the best experience to your customers! Boast about your 24 x 7 office by giving your customers an online access to view and manage

Online MF Transactions Buy / Redeem / Switch

Online commerce is the buzz word today! Everything from basic grocery to sophisticated electronic to furniture to even properties can be bought online today.

Track Customer Services with Advanced CRM System

Never miss or falter in your services to your customers. Use WealthMagic's advance CRM tools to track all service requests and ensure timely action to keep them ever happy.


Services Leverage

VM Pro




Mobile Health Magic

Mobile Magic Gyan