Plans & Pricing

Choose the plan that best fits your business

Select subscription payment mode

One time Sign Up Fee - 3000


12500 p.a.

500 Customers limit
Free SMS : 2000 Free Email : 10000 1User Login


15000 p.a.

1500 Customers limit
Free SMS : 3000 Free Email : 15000 2User Login


20000 p.a.

3000 Customers limit
Free SMS : 4000 Free Email : 20000 3User Login


25000 p.a.

5000 Customers limit
Free SMS : 6000 Free Email : 30000 4User Login

What will I get in the subscription

  • 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 (e.g.
  • MF Data import from Registrars, Other Brokers
  • Auto data import from MF Registrars
  • Document Management on Google Drive
  • Access Wealth Magic Insurance back-office application on the cloud
  • Advanced Non-Life Insurance application with rich features on Health and Motor insurance
  • Customer portfolio management across all insurance companies in India
  • My Wealth Pro – a best in the class white labelled application for your customers
  • Advisor app with essential features on the go and My Wealth pro usage dashboard

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