Wealth Elite
HQ Address
201, 45 Hare Krishna Vihar, Behind Advance Academy School, Nipania, Indore, 452010 MP, India
Website Address
Business introduction
The Future of Mutual Fund Software
Wealth Elite is an artificial intelligence-based white labelled multi assets SaaS platform for India's top financial advisors
Wealth Elite is an artificial intelligence-based white labelled multi assets saas platform for India’s top financial advisors equipped with digital client lifecycle management (CLM) solution, powerful portfolio reporting & re-balancing, business intelligence, online transactions, goal GPS, video KYC, financial planning and research.
Wealth Elite Solutions
Advisor X
Video KYCInstant full video KYC by invitation link for clients present in any part of the world. Place MF transactionsAdvisor can place purchase, redemption & SIP orders on behalf of Investor, payment by link by Investor. Reports on WhatsappAdvisor gets the capability of sending various reports like valuation, capital gain, transactions &......
