Our Product Offerings
Capital Market – Direct Equity & ETFs We also offer our clients with NJ E-Wealth A/c services through one of the India’s leading & highly reputed distribution houses. With the same you will have easy access to capital market products of direct equity stocks and Exchange Traded Funds (ETFs).
Fixed Income Products We also offer clients with diverse fixed income products, namely Non-Convertible Debentures (NCDs), Infrastructure and RBI Bonds, Company Deposits, etc. from some of the leading companies, institutions in India.
Portfolio Management Services (PMS) We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Some of our PMS strategies are exclusive in the market which can only be subscribed through us.
Real Estate In addition to financial products, we also offer access to real estate properties as investment opportunities to our clients. Few of our products are exclusively offered by us in the market.
Insurance Experience quality risk advisory and management services with our insurance solutions. We offer the best of risk management advisory available in insurance .
Best Client Services
We understand that merely having a rich product basket is not enough for our valued clients. What clients really need is a holistic platform for an entire family (or an organisation) to record, report & manage a comprehensive portfolio of holdings into multiple financial products. We are proud to offer the following highly acclaimed services to our clients.
Client Desk (Wealth Management Desk)
The Client Desk is a premium offering for our clients which consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organisation. The access to the Client Desk is given through an highly secured, unique login-id and password to every client.
The information inside the desk is updated on a daily basis 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 & informed, anytime any where – throgh online access or through a mobile application.
NJ E-Wealth A/c Service As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits. You can do hassle, worry and error free transactions in a very easy, time and cost effective manner – any time, any where.
As a client of our NJ E-Wealth A/c service you can enjoy some big, tangible benefits. You can do hassle, worry and error free transactions in a very easy, time and cost effective manner – any time, any where.
- 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 IPOs Application
- Comprehensive reports
What’s more, we offer multiple modes of doing transactions as listed below…
- 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
Mutual Funds Automated Portfolio Rebalancing System (MARS) One of the key challenges of managing a portfolio is to regularly monitor and adjust the portfolio on an ongoing basis as per your risk profile and in line with market movements. However, most advisors fail to do so as it involves making multiple transactions frequently in a time bound manner. We have a unique offering for our NJ E-Wealth A/c Clients called as ‘MARS’ that very effectively gives the answer to this problem.
MARS is a technology powered tool which helps in managing asset allocation through periodic rebalancing of portfolio which involves a research & logic driven scheme selection process. With two broad asset allocation offerings – Dynamic & Fixed, MARS is the answer to client worries on portfolio management.