I’m very impressed with the way the platform works, the ease of doing the business, collating the data from all the Mutual funds with which I’m associated, and how all the data can be compiled and given to client.
It has all the data points for an investment consultant, right from MFs, Insurance (General, Health & Life), FDs, PPF, Post Office Savings – you name it and they have it, it's like a departmental store for Investments with all necessary tools to sell.
This is the very main and important point, the service rendered by the service team is top notch. WealthMagic has a great support team which makes my job easy.