Plans & Pricing

Choose the plan that best fits your business

Select subscription payment mode

One time Sign Up Fee - 5000

Bronze

7200 p.a.

AUM < = 25 cr.
or
500 Customers limit

Free SMS : 2000 Free Email : 10000 1 User Login


Silver

12000 p.a.

AUM between 25 - 50 cr.
or
1500 Customers limit

Free SMS : 3000 Free Email : 15000 2 User Login


Gold

18000 p.a.

AUM between 50 - 100 cr.
or
3000 Customers limit

Free SMS : 4000 Free Email : 20000 3 User Login


Platinum

24000 p.a.

AUM between 100 - 250 cr.
or
5000 Customers limit

Free SMS : 6000 Free Email : 30000 4 User Login


What will I get in the subscription

Module
  • 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
  • Basic Non-Life Module
  • Pre-Sales module for MF and MF + Insurance combo sales
  • Online Portfolio Access for your customers on yourname.wealthmagic.in (e.g. www.pioneerinvest.wealthmagic.in)
  • 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

Optional Modules
Add-ons to enhance your business experience

Sr. No Module Description Price
1 Advanced Non-Life Module for Health & Motor Insurance only
6000
p.a
2 Mobile App for your customers
15000 p.a Platinum
12000 p.a Gold
9000 p.a Silver
6000 p.a Bronze
3 MyWealth On-boarding with KYC (Price subject to AUM Slab*)
12000 p.a Platinum
9000 p.a Gold
6000 p.a Silver
3000 p.a Bronze
4 Health Insurance Module
31000 p.a Platinum
21000 p.a Diamond
16000 p.a Gold
10500 p.a Silver
5 Online Buy, Redeem and Switch under your own ARN
10000 p.a Platinum
7600 p.a Gold
5200 p.a Silver
2800 p.a Bronze
6 General Insurance Module
62000 p.a Platinum
42000 p.a Diamond
32000 p.a Gold
21000 p.a Silver
7 Magic Forms
5000 p.a Platinum
4000 p.a Gold
3000 p.a Silver
2000 p.a Bronze
8 Additional User logins
500
p.a
9 Advanced SubBroking Module
On Request Platinum
On Request Gold
On Request Silver
On Request Bronze
10 Additional Subbroker Logins
On Request
11 eCRWealth - Silver
30000
(Renewal charges applicable)
12 Auto-Pilot + Custom Intimation
20000
(Renewal charges applicable)
13 Newsletter
17500
(Renewal charges applicable)
14 eCRwealth – Online Customer Onboarding
15000
(Renewal charges applicable)

WealthMagic is a part of the Fintso bouquet of solutions for modern financial advisors. It is a versatile technology platform providing back-office and front-office solutions simplifying complex business requirements for a financial advisory practice irrespective of its size. Our highly secure and flexible platform is user-friendly and intuitive, and helps bridge the gap between advisors and their clients through online transaction execution, robust reporting and the MyWealth app.

App available for download

@2021 Adapt Fintech Advisors Private Limited. All Rights Reserved