Comprehensive Financial Solutions & Services
- Financial Health Assessment
- Mutual Fund Portfolio Review
- Financial Life Organizing
- Children Education & Marriage Planning
- Goal-based Planning
- Retirement Planning
- Wealth Management services
- Insurance Review
Client Desk
The Client Desk is a premium offering for our clients that consolidates the entire portfolio, covering every major financial and non-financial product for an entire family or an organisation. Access to the Client Desk is given to every client through a highly secured, unique login ID and password.
The information inside the desk is updated daily, and all transactions done through us are automatically updated so that clients need not make any entries. The Client Desk empowers you by keeping you updated and informed anytime, anywhere - through online access or a mobile application.
NJ E-Wealth Account
As a client of our NJ E-Wealth A/c, you can enjoy some big, tangible benefits. You can do error-free transactions without any hassles or worries in a very easy, timely and cost-effective manner - anytime, anywhere.
We offer easy transaction facilities and unique services for mutual fund transactions through our NJ E-Wealth Account, as given below.
- Fresh Purchase /Additional Purchase /Redemptions /Switch Transactions
- SIP and STP registration
- NFO - Purchase, Switch and SIP Registration
- Equity Stock SIP registration
- Equity IPOs and Debt IPO Application
- Comprehensive reports
