Wealth-Magic for Stock/Insurance Brokers

Diversify your business to build successful mutual fund business

Multi Asset

Diversify into other assets such as MF, Insurance, FD & Bonds etc.

Hassle Free Digital

Quick paperless transaction on BSE & NSE platforms with investor onboarding

Robo Advisory
on the go

Automated Investment & Financial advice with limited human intervention

Enabling Sub-Broker

Enabling – Setup, manage & grow your distribution business with automated sub broker management

Leverage Existing
Customer Base

Leverage – In – built sales & marketing module for cross selling & up-selling opportunities

Boost Your Growth
Engine With Effective
Client Relationship

Grow Market

A sound Cross-selling and Up selling strategy is a great way to boost your revenues by selling more to existing investors and by getting new referrals.

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Client Acquisitions
& Prospecting

Run marketing campaingns and manage your leads. The reporting helps you in tweaking your campaigns to increase your conversion rates.

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Integrate Advanced

Wealth-Magic is designed to communicate with other systems and provide you a holistic view of your business operations.

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What our Clients Say

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