Leading Mutual Fund Software Platform

Wealth Elite is an AI-based WHITE LABELLED Multi Assets SaaS platform for MFDs and IFA in India, equipped with digital Client Lifecycle Management (CLM) solutions offering Powerful Business Intelligence, Automated onboarding with Video KYC, Online Transactions, Online ATM, Goal GPS, Portfolio Re-Balancing, and much more.


White Label


Multi Assets


Goal Plan


Video KYC


Top Features

The Complete Life Cycle for Wealth Management

Empowering MFDs with our advanced tools to get a complete picture of clients' financial situations and health and align them with their future objectives. Strengthening the relationship between the MFDs and their clients, while increasing transparency and loyalty.