Plans & Pricing

Choose the plan that best fits your business

Select subscription payment mode

One time Sign Up Fee - 5000

Bronze

7200 p.a.

AUM < = 25 cr.
or
500 Customers limit

Free SMS : 2000 Free Email : 10000 1User Login

Silver

12000 p.a.

AUM between 25 - 50 cr.
or
1500 Customers limit

Free SMS : 3000 Free Email : 15000 2User Login

Gold

18000 p.a.

AUM between 50 - 100 cr.
or
3000 Customers limit

Free SMS : 4000 Free Email : 20000 3User Login

Platinum

24000 p.a.

AUM between 100 - 250 cr.
or
5000 Customers limit

Free SMS : 6000 Free Email : 30000 4User 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
On Request Platinum
On Request Gold
On Request Silver
On Request Bronze
8 Additional Subbroker Logins
On Request
9 Customer Online Access integration with eCRMagic
10000
one time
10 eCRWealth - Silver
30000
(Renewal charges applicable)
11 Auto-Pilot + Custom Intimation
20000
(Renewal charges applicable)
12 Greeting Automation
7500
(Renewal charges applicable)
13 Newsletter
17500
(Renewal charges applicable)
14 eCRwealth – Online Customer Onboarding
15000
(Renewal charges applicable)

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