What We Offer

Our
Services

We offer a range of exclusive services to help you manage, track and grow your investments — anytime, anywhere, with complete ease and transparency.

Client Desk
Service 01

Client Desk
(Wealth Management 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.

Consolidated portfolio view for the entire family
Highly secured unique login ID & password
Daily updated information — auto-synced transactions
Accessible via online desk & mobile application
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Service 02

NJ Recommended
MF Portfolio

Every investor aims to maximize returns while minimizing risk. While asset allocation and scheme selection are proven strategies, selecting the right schemes is a complex and time-consuming task that requires continuous monitoring and expertise.

Managing this at an individual level can be challenging due to operational constraints and behavioral biases, often leading to less effective investment decisions. To ensure the right asset allocation, investors should consult their NJ Partner for better guidance.

NJ Recommended MF Portfolio, formerly MARS, offers curated baskets of mutual fund schemes tailored to specific investment needs, risk profile and asset allocation strategies. These ready-to-invest portfolios simplify the investment process by eliminating the complexities of selecting and managing multiple schemes.

Curated baskets of top mutual fund schemes
Tailored to your risk profile & investment goals
Eliminates complexities of scheme selection
Continuous expert monitoring & research-based updates
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NJ Recommended MF Portfolio
NJ E-Wealth Account
Service 03

NJ E-Wealth Account

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.

We offer easy transaction facilities and unique services for mutual fund and other transactions through our NJ E-Wealth Account, as given below.

Transaction Facilities

  • Fresh Purchase / Additional Purchase / Redemptions / Switch Transactions
  • SIP and STP registration
  • NFO – Purchase, Switch and SIP Registration
  • Equity Stock SIP registration
  • Equity and Debt IPOs Application
  • Comprehensive reports

Transaction Modes

  • 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
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