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 organization) 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 that consolidates entire wealth/portfolio information, covering every major financial /non-financial product, for an entire family or an organization. Access to the Client Desk is given through a 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 do need not to make any entries. The Client Desk empowers you by keeping you updated & informed, anytime anywhere – through 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 – anytime, anywhere.
We offer an easy transaction facility and a 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 an application on your mobile
- Online Desk: Transact through the online Trading Account Desk
- Phone: Call and transact through your phone
- Offline: Transact through physical instructions
Mutual Funds Automated Portfolio Re-balancing 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 ‘MARS’ that very effectively gives the answer to this problem.
MARS is a technology-powered tool that helps in managing asset allocation through periodic re-balancing of portfolios 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.
