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  • Are you still trying to figure out simplest way to facilitate online transactions?

    Presenting a solution that lets you extend online mutual fund transactions to your customers, in a few clicks

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  • Stay ahead of competition

    Opportunities are endless. So are challenges and competition.
    Stay ahead of competition and in full control of your business with this best backbone for your business.

  • Aren't you tired of filling the same forms for different customers again and again?

    Presenting a solution that automatically fills all mandatory fields for you.

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  • Most Experienced

    Wealth Magic is brought to you by Datacomp, the company with 30 years of experience in financial solutions and having 1,00,000 + Advisors, IFAs, Brokers as their customers.

  • A goal properly set is halfway reached

    World renowned salesman and motivational speaker

    Presenting a solution that empowers you with goal based financial planning, in simple steps.

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  • Pay as you go

    Why invest more, when you can access it at low cost.
    Pay as you use and grow.

    Our cloud subscription model focuses on your growth whilst keeping the costs highly affordable.

  • We know keeping your customers happy is your no.1 priority.

    Now Let's make it absolutely simple!
    Presenting a solution that helps you track customer service with advanced CRM system

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  • Unbeatable value

    Feature packed end to end business solution starting as low as
    Rs. 600 per month.

  • Making great impressive sales presentation was never this easy!

    Presenting a solution that helps create personalized sales illustrations & close your sales faster.

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  • Key to sales success lies in providing the right information at the right time

    Presenting a solution that makes key information & updates made available to your customer at their fingertips.

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  • Step up the ladder

    Datacomp has a rich history of helping financial professionals build big businesses.
    Wealth Magic is your ladder to achieving long term and sustained success.

  • Put Your Wealth Management business on fast track with our
    TOP CRM SUITE

    Wealth Magic CRM suite provides everything that a professional IFA or a Wealth Manager will need to drive all aspects of his business efficiently. From aggressive Presale presentations to Portfolio Management and advanced CRM, it covers all essential tools that will help you accelerate the growth of your business whilst enhancing your customer experience.

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Attract, Retain and Delight More Customers

Grow your business into a customer-focused organization
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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
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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.
In the house or on a holiday? Your customers can now access their entire wealth portfolio on their mobile phones and be up-to-date. Not only this, they can even buy, redeem or switch mutual funds directly from the app and do much more.

What makes Wealth Magic the Right Choice for You

UNBEATABLE VALUE

Feature packed end to end business solution starting as low as Rs. 600 per month.

PAY AS YOU GO

Pay as you use and grow. Our cloud subscription model focuses on your growth whilst keeping the costs highly affordable.

MOST EXPERIENCED

Wealth Magic is brought to you by Datacomp, the company with 30 years of experience in financial solutions and having 1,00,000+ Advisors, IFAs, Brokers as their customers.

STEP UP THE LADDER

Datacomp has a rich history of helping financial professionals build big businesses. Wealth Magic is your ladder to achieving long term and sustained success.

STAY AHEAD OF COMPETITION

Opportunities are endless. So are challenges and competition. Stay ahead of competition and in full control of your business with this best backbone for your business.