To be a successful long-term investor, it is imperative to design a well-balanced portfolio of investments and maintain the correct asset allocation within the portfolio.
With a major contribution of 95% to a portfolio’s returns, asset allocation is a function of the risk appetite and goals of a client.
Our Offerings
Range of Solutions
MUTUAL FUNDS
Equity, Debt, Money Market
FIXED INCOME
Bonds, Debentures
PORTFOLIO MGT SERVICES
Discretionary, Non Discretionary
RISK MANAGEMENT
Discretionary, Non Discretionary
ALTERNATIVE INVESTMENTS
Real Estate
WEALTH SOLUTIONS
Tax Planning
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.
We offer easy transaction facility and few very unique services for mutual fund transactions in our NJ E-Wealth A/c service, 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 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
We have all the mutual fund schemes on offer by virtually all the Asset Management Companies (AMCs) in the country. As a client, you can access any scheme with us, either in physical mode or even in a demat /stock-exchange mode with Trading Account services.
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 Associates.
Having an adequate product basket across different assets classes, risk profiles and by different companies is very crucial to offer holistic, unbiased and need-based structured solutions or strategies to clients. We proud ourselves in providing our clients with a single point, unrestricted access to a rich basket of growing financial & non-financial products.
Financial Calculator
A calculative online financial calculator lanced with the advance feature, which helps to calculate the critical financial calculations and number as well make them easy for users to use.
Downloads
Don’t just see it, have it with you, and make it useful in your way, and with this being says, with the download forms facility users can easily download the form.
Buy MF Online
Buy your mutual fund here and now, with this, user doesn’t have to wander around for their mutual fund. Here they can buy their Mutual Fund online.
Know Your Fitness
How is your financial condition? Are you financially healthy or not? Here is the way to check your financial fitness lets know how your financial condition.
Know Your Risk Profile
Its time to become advance and pay some attention towards your risk profile, because risk is the unavoidable and significant factor of the money market.
Pay Premium Online
Build your investment with paying the little amount of money on the particular times as a premium, and make a secure investment for your mutual fund transaction.
