Plans & Pricing
Choose the plan that best fits your business
Select subscription payment mode

Bronze

Silver

Gold

Platinum
One time Sign Up Fee -
7200 p.a


AUM < = 25 cr.
or
500 Customers limit


Free SMS : 2000
Free Email: 10000
1 User Login
12000 p.a


AUM between 25 - 50 cr.
or
1500 Customers limit


Free SMS : 3000
Free Email: 15000
2 User Login
18000 p.a


AUM between 50 - 100 cr.
or
3000 Customers limit


Free SMS : 4000
Free Email: 20000
3 User Login
24000 p.a


AUM between 100 - 250 cr.
or
5000 Customers limit


Free SMS : 6000
Free Email: 30000
4 User Login
What will I get in the subscription
Module
Comprehensive Mutual Fund Business Management
Life Insurance Module with data import from Visual Magic Pro
Portfolio Management of other Asset Classes – Stocks, PPF, Postal Schemes, Bonds, Fixed Deposits, Recurring Deposits, Bullion, Real Estate
Basic Non-Life Module
Pre-Sales module for MF and MF + Insurance combo sales
Online Portfolio Access for your customers on yourname.wealthmagic.in (e.g. www..pioneerinvest.wealthmagic.in)
MF Data import from Registrars, Other Brokers
Auto data import from MF Registrars
Document Management on Google Drive
Optional Modules
Add-ons to enhance your business experience
Sr. No. Module Description Price
1 Advanced Non-Life Module for Health & Motor Insurance only 6000 p.a
2 Mobile App for your customers 15000 p.a Platinum
12000 p.a Gold
9000 p.a Silver
6000 p.a Bronze
3 MyWealth On-boarding with KYC (Price subject to AUM Slab*) 12000 p.a Platinum
9000 p.a Gold
6000 p.a Silver
3000 p.a Bronze
4 Online Buy, Redeem and Switch under your own ARN 10000 p.a Platinum
7600 p.a Gold
5200 p.a Silver
2800 p.a Bronze
5 Magic Forms 5000 p.a Platinum
4000 p.a Gold
3000 p.a Silver
2000 p.a Bronze
6 Additional User logins 500 p.a
7 Advanced SubBroking Module (5 SubBroker Logins included) On Request Platinum
On Request Gold
NA Silver
NA Bronze
8 Additional Subbroker Logins (Max 25 SubBroker Logins) 2500 p.a
9 Advanced Hierarchy Module (Max 15 Node) 25000 Platinum
10 eCRWealth - Silver 30000 (Renewal charges applicable)
11 eCRwealth – Online Customer Onboarding 15000 (Renewal charges applicable)