wealthmagic.in
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Submitted URL: http://wealthmagic.in/
Effective URL: https://wealthmagic.in/
Submission: On March 08 via api from US — Scanned from DE
Effective URL: https://wealthmagic.in/
Submission: On March 08 via api from US — Scanned from DE
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<h3 class="clrBlack"><span>We are your partners <br> in growth</span></h3>
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<li><a href="https://help.fintso.com/portal/en-gb/kb/accessing-fintso-products-on-wealthmagic" target="_blank" class="themeBTN smBtn">KNOW MORE</a></li>
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<h3 class="clrBlack"><small>Global Investments</small> Bring the world to<br> your clients </h3>
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<h3 class="clrBlack"><small>Equity Baskets</small> Be a part of the next <br>investment wave</h3>
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<h3 class="clrBlack"><small>Fixed Deposits</small> Get a safe place to <br>park your clients’ funds</h3>
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<h3 class="contHdg">Mobile App</h3>
<p class="para">Our mobile app provides investors to access their investment portfolio. You can easily personalise the user experience, from visual design to data visualisation.</p>
<p class="numberHdg">01</p>
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<p class="para">We offer customized websites for your business which reflects your brand identity. Give your investors a digital experience with web portal access to view or modify their portfolios and enable quick mutual fund
transactions.</p>
<p class="numberHdg">02</p>
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<h4>Rachit Mehta</h4>
<!-- <h5>Secunderabad</h5> -->
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<p>I am an Independent Financial Advisor and wanted to let you know how much I appreciate the responsiveness and the quality of service that WealthMagic software provides.</p>
<p> The broad range of skill that the team possesses, availability to provide support and the speed you can deliver on development requirements have been the major factor in the success of our business growth. </p>
<p> WealthMagic has helped me to transform our business to the next level with the mobile application and also with the facility of ingratiation via API with BSE Star MF. </p>
<p> The CRM reports and the consolidation portfolio is an excellent tool which is very useful for all the clients to view and monitor all assets class portfolio in one report. </p>
<p>Wealth Magic have helped me to transform our business to the next level with the mobile application and also with the facility of ingratiation via API with BSE Star MF.</p>
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<h4>Hemant Sakkarwal</h4>
<h5>Delhi</h5>
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<p>I've been using your software since last year. Overall, I've been very impressed as it is easy to learn. it’s been a pleasure working with you and your team as well. Also, I love the design of the application. It looks
modern and simple. As I said before, overall, I think the application is very good. </p>
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<h4>Sanjay Das</h4>
<h5>Bengaluru</h5>
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<div class="col-lg-8 col-md-8 col-sm-8 col-xs-12">
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<p>Have been subscribing to WealthMagic since 2010 and have found the software to be extremely useful in managing data, reports and client servicing. With the introduction of mobile app, clients are very satisfied with 24/7
access to their investments.</p>
<p> WealthMagic service is exceptionally good. Assistance required for data import from registrars and help with regard to accuracy of reports are available during working hours, whenever required. My relationship manager
has been extremely helpful in managing required data and ensuring accuracy of reports, in a very timely and efficient manner. </p>
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<h4>John Joshi</h4>
<h5>Bengaluru</h5>
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</div>
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<p>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.</p>
<p>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.</p>
<p>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.</p>
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<!-- phase 2 testimonials start -->
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<h4>Kshitij Lodha <br>(Forthius Consulting LLP)</h4>
<h5>Pune </h5>
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even during the bad times. For me, Wealthmagic has been of great support and assistance to do that and be in constant touch with my investors through various modes. The system provides the best of the updated reports and
keeps the investor updated with all of his Networth. </p>
<p> Wealthmagic is not just a Mutual Fund platform but caters to an investor's all kinds of financial assistance like his complete Networth including stocks, real estate, bullion, insurance with a single view even in an App.
Our RM has been extremely supportive in all the concerns and been proactive in dealing with multiple things.</p>
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Toggle navigation * About * Features * Contact * Sign In * Sign Up × SIGN IN 1. 2. 3. 4. 5. 6. WE ARE YOUR PARTNERS IN GROWTH WIDER PRODUCT OFFERINGS FOR YOUR CLIENTS * KNOW MORE GLOBAL INVESTMENTS BRING THE WORLD TO YOUR CLIENTS * Click on Access Fintso EQUITY BASKETS BE A PART OF THE NEXT INVESTMENT WAVE * Click on Access Fintso FIXED DEPOSITS GET A SAFE PLACE TO PARK YOUR CLIENTS’ FUNDS * Click on Access Fintso JOIN THE FINTSO INSIGHTS TELEGRAM CHANNEL * JOIN CHANNEL Previous Next WEALTHMAGIC IS IDEAL FOR YOUR BUSINESS SMOOTH BUSINESS ENGINE Providing Controls, Dashboards, Key metrics BUSINESS DOCUMENTATION For Internal, External Audit, Due Diligence & Regulatory Compliance PRODUCTIVITY IMPROVEMENT Technology enabled Operational efficiency FOCUS ON CUSTOMERS Tools and Reports for customer service and delight IMPROVE DIGITAL EXPERIENCE MOBILE APP Our mobile app provides investors to access their investment portfolio. You can easily personalise the user experience, from visual design to data visualisation. 01 WEB APPLICATION We offer customized websites for your business which reflects your brand identity. Give your investors a digital experience with web portal access to view or modify their portfolios and enable quick mutual fund transactions. 02 WHAT OUR CLIENTS SAY RACHIT MEHTA I am an Independent Financial Advisor and wanted to let you know how much I appreciate the responsiveness and the quality of service that WealthMagic software provides. The broad range of skill that the team possesses, availability to provide support and the speed you can deliver on development requirements have been the major factor in the success of our business growth. WealthMagic has helped me to transform our business to the next level with the mobile application and also with the facility of ingratiation via API with BSE Star MF. The CRM reports and the consolidation portfolio is an excellent tool which is very useful for all the clients to view and monitor all assets class portfolio in one report. Wealth Magic have helped me to transform our business to the next level with the mobile application and also with the facility of ingratiation via API with BSE Star MF. HEMANT SAKKARWAL DELHI I've been using your software since last year. Overall, I've been very impressed as it is easy to learn. it’s been a pleasure working with you and your team as well. Also, I love the design of the application. It looks modern and simple. As I said before, overall, I think the application is very good. SANJAY DAS BENGALURU Have been subscribing to WealthMagic since 2010 and have found the software to be extremely useful in managing data, reports and client servicing. With the introduction of mobile app, clients are very satisfied with 24/7 access to their investments. WealthMagic service is exceptionally good. Assistance required for data import from registrars and help with regard to accuracy of reports are available during working hours, whenever required. My relationship manager has been extremely helpful in managing required data and ensuring accuracy of reports, in a very timely and efficient manner. JOHN JOSHI BENGALURU 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. KSHITIJ LODHA (FORTHIUS CONSULTING LLP) PUNE As a wealth management consultant, apart from providing good advice to investors, it is equally important to provide service and support. An investor values not just the advise but how to be in constant touch with him even during the bad times. For me, Wealthmagic has been of great support and assistance to do that and be in constant touch with my investors through various modes. The system provides the best of the updated reports and keeps the investor updated with all of his Networth. Wealthmagic is not just a Mutual Fund platform but caters to an investor's all kinds of financial assistance like his complete Networth including stocks, real estate, bullion, insurance with a single view even in an App. Our RM has been extremely supportive in all the concerns and been proactive in dealing with multiple things. NISHA SANGHAVI (FYNOMICS) NAVI MUMBAI I have been using WealthMagic since inception of my business, 2 years ago. WealthMagic caters to all the needs of an IFA. The best part is their support services which is so responsive and prompt in solving any technical issues. The mobile App feature is the best as it helps to cater clients outside my location. I would recommend this to everyone. Previous Next 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. * Home * About * Features * FAQs * Terms of Use * Privacy Policy App available for download @2021 Adapt Fintech Advisors Private Limited. All Rights Reserved × PLEASE PROVIDE YOUR CONTACT DETAIL, OUR TEAM WILL REACH OUT YOU SOON First Name* Last Name Your Email ID* Mobile No.* Pin Code* Type in your query here