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. WealthMagic has a host of fund performance analytics which will assist you in picking the right scheme for your customer.

Some of the many MIS that WealthMagic offers is as below

You can also get advanced MIS of the customer’s portfolio and render professional advice to them on the basis of their risk profile, portfolio mix, exposure, etc.