Client Desk (Wealth Management Desk)
Your Centralized Financial Dashboard
This premium offering provides a consolidated view of your complete financial landscape, encompassing all major financial and non-financial assets for your entire family or organization. Access is granted through a secure, unique login, ensuring privacy and control.
Key Benefit: Stay effortlessly updated with daily data and automatic transaction tracking, empowering you with real-time insights anytime, anywhere via online access or our mobile application.
This premium offering provides a consolidated view of your complete financial landscape, encompassing all major financial and non-financial assets for your entire family or organization. Access is granted through a secure, unique login, ensuring privacy and control.
Key Benefit: Stay effortlessly updated with daily data and automatic transaction tracking, empowering you with real-time insights anytime, anywhere via online access or our mobile application.
NJ Recommended MF Portfolio (Formerly MARS)
Expertly Curated Investment Solutions.
We understand the universal goal of maximizing returns while minimizing risk. While asset allocation and scheme selection are crucial, navigating the complexities of choosing the right schemes requires continuous monitoring and specialized expertise. Our NJ Recommended MF Portfolio offers expertly curated baskets of mutual fund schemes tailored to specific investment needs, risk profiles, and asset allocation strategies.
Key Benefit: Simplify your investment journey with ready-to-invest portfolios, eliminating the complexities of individual scheme selection and management, guided by the expertise of your NJ Partner for optimal asset allocation.
We understand the universal goal of maximizing returns while minimizing risk. While asset allocation and scheme selection are crucial, navigating the complexities of choosing the right schemes requires continuous monitoring and specialized expertise. Our NJ Recommended MF Portfolio offers expertly curated baskets of mutual fund schemes tailored to specific investment needs, risk profiles, and asset allocation strategies.
Key Benefit: Simplify your investment journey with ready-to-invest portfolios, eliminating the complexities of individual scheme selection and management, guided by the expertise of your NJ Partner for optimal asset allocation.
NJ E-Wealth A/c Service
Seamless Transactions at Your Fingertips
As a valued client of our NJ E-Wealth A/c service, you gain access to hassle-free, error-free, and cost-effective transactions – anytime, anywhere.
Key Benefit: Enjoy a user-friendly platform for all your mutual fund needs, coupled with unique services designed for convenience and efficiency.
Easy Transaction Facility
- Fresh/Additional Purchase, Redemptions, Switch Transactions
- SIP,SWP and STP Registration
- NFO Purchase, Switch, and SIP Registration
- Equity Stock SIP Registration
- Equity IPO and Debt IPO Application
- Insurance Quote generation
Comprehensive Reports
Multiple Transaction Modes for Your Convenience
- Mobile: Transact through application on your mobile
- Online Desk: Transact through online Trading Account Desk
- Phone: Call and transact through your phone
- Offline: Transact through physical instructions
