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*)
3000
p.a
4 MyWealth On-boarding with KYC (Price subject to AUM Slab*)
3000 p.a
5 MyWealth On-boarding with KYC (Price subject to AUM Slab*)
12000
p.a
6 MyWealth On-boarding with KYC (Price subject to AUM Slab*)
12000 p.a Platinum
7 MyWealth On-boarding with KYC (Price subject to AUM Slab*)
9000
p.a
8 MyWealth On-boarding with KYC (Price subject to AUM Slab*)
9000 p.a Gold
9 MyWealth On-boarding with KYC (Price subject to AUM Slab*)
6000
p.a
10 MyWealth On-boarding with KYC (Price subject to AUM Slab*)
6000 p.a Silver
11 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
12 Magic Forms
5000 p.a Platinum
4000 p.a Gold
3000 p.a Silver
2000 p.a Bronze
13 Additional User logins
500
p.a
14 Advanced SubBroking Module
On Request Platinum
On Request Gold
On Request Silver
On Request Bronze
15 Additional Subbroker Logins
On Request
16 eCRWealth - Silver
30000
(Renewal charges applicable)
17 Auto-Pilot + Custom Intimation
20000
(Renewal charges applicable)
18 Newsletter
17500
(Renewal charges applicable)
19 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

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