Financial Advisors

Financial Advisors is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child’s higher education or planning for retirement .

India has the History of savings attitude, and that might be one of the reasons, why inspite of such a Huge Population and scarcity of resources , the country has a Sustained Standard of Living.

Gone are the days, when the Consumer,used to put all his savings into one Basket. Todays, consumer , has a diversified portfolio , in Various Instruments like Life Insurance, Bank Deposits, Shares and Mutual Funds, Small savings, Real Estate and Bullion.Financial Advisors, need to understand , that their customers buy from them only for the services, and if they get it , they can be the LOYAL CUSTOMERS and Referrece Leaders.

Our Contribution

We have Partnered with Datacomp Webtechnologies I Pvt Ltd, the Most Experienced and Reputed Company.For Last 20 Years, we have reached every corner of  5 districts . Satara, Sangli , Kolhapur , Ratnagiri and Sindhudurga , and served more than 2000 Financial Advisors. We have Offered them the technology and products, to Maintain their customer databases, Plan Customer Events , And a Complete Marketing and Services tool.

We have Trained Our Customers , to use the tools and have been always with them to support, the changing dynamics. We have offered the Software solutions of the most Experiences and Reputed Company Datacom Webtechnologies  pvt. ltd. Today, Be it an Advisor of only one Asset Class, or Be a Multi Asset Class , we have a solution that

  • Efficiently Manages the Customer Information.
  • Gives Real time Valuations.
  • Creates the Plans , and Calculations to meet the Consumers Varying Financial Needs
  • Provide the Tools to timely update the customers of their Renewals .
  • Provide Customer Logins – For Their anytime , anywhere Information Access.
  • And Give a Single Window to the Advisors and Clients – to Manage their multi Asset Class Portfolio.

Products we have

  • VIsual Magic Pro – Desktop Application For LIC Advisors, and Development Officers.
  • Tab MAGIC- Application For Android Mobiles and Tablets.
  • Visual Magic Health – Application For Health Insurance Advisors.
  • Wealth Magic- Cloud Application For Mutual Fund and Multi Asset Advisos.

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