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  • Put Your Wealth Management business on fast track with our
    TOP CRM SUITE

    Wealth Magic CRM suite provides everything that a professional IFA or a Wealth Manager will need to drive all aspects of his business efficiently. From aggressive Presale presentations to Portfolio Management and advanced CRM, it covers all essential tools that will help you accelerate the growth of your business whilst enhancing your customer experience.

  • UNBEATABLE VALUE

    Feature packed end to end business solution starting as low as
    Rs. 600 per month.

  • PAY AS YOU GO

    Why invest more, when you can access it at low cost.
    Pay as you use and grow.

    Our cloud subscription model focuses on your growth whilst keeping the costs highly affordable.

  • MOST EXPERIENCED

    Wealth Magic is brought to you by Datacomp, the company with 30 years of experience in financial solutions and having 1,00,000 + Advisors, IFAs, Brokers as their customers.

  • STEP UP THE LADDER

    Datacomp has a rich history of helping financial professionals build big businesses.
    Wealth Magic is your ladder to achieving long term and sustained success.

  • STAY AHEAD OF COMPETITION

    Opportunities are endless. So are challenges and competition.
    Stay ahead of competition and in full control of your business with this best backbone for your business.

Attract, Retain and Delight More Customers
Grow your business into a customer-focused organization
Create effective Sales Presentations in seconds
Close your sales faster with impact creating personalized sales illustrations and goal based wealth creation plans. Choose from over a dozen sales illustrations
Create effective Goal based Financial Plans and Track them too
Deliver highest level of investment satisfaction to your customers by using our Goal based financial plans. Create comprehensive yet very concise goal based plans
Give High Quality Advise to your Customers
Wealth Magic provides expert MIS on performance of all MF schemes, so that you can advise the best scheme to your customers, based on their risk profile and needs.
Manage Business across Asset Classes
Wealth Magic is a single platform which can help you drive your business across all asset classes such as Mutual Funds, Life Insurance, Non-Life Insurance, Postal Schemes,
Integrated View of Customer Portfolio
You are servicing your customers for all their diverse financial and protection needs. Hence it is imperative to give them a consolidated view of their investments
Give Online Portfolio Access to your Customers
Create that professional image by giving the best experience to your customers! Boast about your 24 x 7 office by giving your customers an online access to view and manage
Online MF Transactions Buy / Redeem / Switch
Online commerce is the buzz word today! Everything from basic grocery to sophisticated electronic to furniture to even properties can be bought online today.
Track Customer Services with Advanced CRM System
Never miss or falter in your services to your customers. Use WealthMagic's advance CRM tools to track all service requests and ensure timely action to keep them ever happy.
In the house or on a holiday? Your customers can now access their entire wealth portfolio on their mobile phones and be up-to-date. Not only this, they can even buy, redeem or switch mutual funds directly from the app and do much more.
What makes Wealth Magic the Right Choice for You
UNBEATABLE VALUE
Feature packed end to end business solution starting as low as Rs. 600 per month.
PAY AS YOU GO
Pay as you use and grow. Our cloud subscription model focuses on your growth whilst keeping the costs highly affordable.
MOST EXPERIENCED
Wealth Magic is brought to you by Datacomp, the company with 30 years of experience in financial solutions and having 1,00,000+ Advisors, IFAs, Brokers as their customers.
STEP UP THE LADDER
Datacomp has a rich history of helping financial professionals build big businesses. Wealth Magic is your ladder to achieving long term and sustained success.
STAY AHEAD OF COMPETITION
Opportunities are endless. So are challenges and competition. Stay ahead of competition and in full control of your business with this best backbone for your business.