Wealth Management Firms

Digitally transform
your business

Quick paperless transaction on BSE & NSE platforms with investor

Diversify into Mutual
Funds and Equities

A complete wealth management service to your customers on a single platform

Increase your business
by improving
efficiency

Our solution integrates People, Process and Technology

Digitise Wealth
Management

Enhance Customer Relationship – Robust CRM enabling long term relationships with investors leading to higher profits.

Sales Enabling Tools

These are tools like Goal based planning & Mobile app for your sales force which equip them to sell effectively

Boost Your Growth
Engine With Effective
Client Relationship

Expand Business

Our digital solution provides a range of tools that will assist your sales organisation to engage effectively with their customers and prospects.

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Manage
Sub Broking

The sub-broking module takes care of all aspects of commission retrocession management, allowing for rapid, reliable and transparent data processing, calculations and real-time reporting.

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Integrate Advanced
Technology

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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