Wealth-Magic for Banks

Offer End to End Wealth Management Solution

A holistic Wealth management solution focusing on People, Process and Technology

Enable Branch Management

Manage multiple branches and users with a click

Leverage Your Strong Customer Relationships

Provide complete wealth management service to your customers on a single platform

Provide Digital Experience

Paperless transaction on BSE & NSE platforms with seamless investor onboarding

Sales Enabling Tools

These are tools like Goal based planning & Mobile app for your sales force which equip them to sell effectively

Boost Your Growth Engine With Effective Client Relationship

Engage Customers

Personalised financial planning helps customers understand their spending patterns to work out how to fund their various needs.

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Simplify Process

Easy to use and navigate, Wealth-Magic provides and intuitive interface that needs minimal explanation on how to use, and automates your internal workflow to manage your backend activities.

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Embrace Technology

Technology is no more a choice but a necessity; we understand your needs and have tailor - made the product to suit your requirements.

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What our Clients Say

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