Wealth Magic by Datacomp Web Technologies (I) Pvt. Ltd.
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Wealth Magic

Wealth Magic


  • 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, Real Estate
  • 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
Wealth Magic


  • Effective Sales Presentations in seconds
  • High Quality Advise to your Customers
  • Manage Business across Asset Classes
Wealth Magic


  • Create effective Goal based Financial Plans and Track them too
  • Integrated View of Customer Portfolio
  • Track Customer Services with Advanced CRM System
Wealth Magic


  • Online MF Transactions Buy / Redeem / Switch
  • Provide High Quality Advise to your Customers
  • Give Online Portfolio Access to your Customers
  • 1ProductOverview
  • 2AttractCustomers
  • 3RetainCustomers
  • 4DelightCustomers

Users Says

Mr. Vipin K. Lakra
Financial Planner

I am very happy with the innovative features of Fundz Magic. Though all features are very useful, the MIS section of this software has really helped me to monitor the portfolio of my customers as well as the productivity of the sales staff.

Mr. G. Arputharaj
Managing Director

I will like to thank you for the retirement planning part of the software where we can explain the inflation adjusted consumption requirements to the clients. In first five days of my marketing this concept, I am able to sell more than 2.5 lac worth of SIP. This would not have been possible without this tool. Now I have taken target of selling SIP worth Rs. 50 lac per month by 30/09/2008. Thank you for this tool.