About WealthMagic, I’m very impressed with the way the platform works, the ease of doing the business, collating the data from all the Mutual funds with which I’m associated, top it to that all the data can be compiled to and given to client.
Product:- It has all the data point for an investment consultant, right from MFs, Insurance (General, Health & Life), FD’s, PPF, Post office savings you name it and they have it, it's like a departmental store for Investments with all necessary tool to sell.
Service:- This is the very main and important point, the service rendered by the service team is top notch. Wealth Magic has a great support team which makes my job easy.
RM Mr. Girish, with whom I connect with, is very humble, he listens to all my service needs and solve them without any issues. Great person to have in your team.