Wealth Magic

GST Invoice

Invoice Number(Your Own Series) *

Invoice Date (dd/mm/yy) *

ARN Code ARN-

MF Distributor’s Name*

MF Distributor’s Mobile*

MF Distributor’s Email Id *

MF Distributor’s PAN Number

MF Distributor’s Address *

State Of MF Distributor’s*

GST Registration no. of the MF Distributor*

Name of AMC *
(If AMC name is different than in the dropdown then enter the AMC name in the textbox given below.)

Address Of AMC *

State Of AMC *

PAN of AMC

GST Registration no. of the AMC

Create Invoice for the month of

Description

Amount (Rs)

Brokerage Inclusive of GST

Distribution Commission for sale of Mutual Fund

SAC Code

Net Brokerage Amount

Add: CGST @ 9%

Add: SGST @ %

Add: IGST @ %

Total

TOP 10 REASONS

to start using Wealth Magic immediately

	Close big ticket sales faster with our unmatched MF + Insurance combo solutions

	Use our powerful Goal Planner to create high impact financial plans for your customers

	Single platform to manage business across all asset classes

	Give integrated view of entire investment and insurance portfolio to your customers

	Auto-import of MF transaction data from all RTAs. Import data from leading distributors

	Enable customers to Buy-Redeem-Switch MF online with our BSE & NSE integrated platform

	24 x 7 Online access to customers to view their portfolio and avail many other services

	Comprehensive Mobile app with your branding for your customers

	Generate business opportunities from existing customers with advanced prospecting tool

	Best in the class management of your Non-life business to maximize your productivity

. . . And 35 more reasons