NJ Client Desk (Wealth Management Desk)​

One Platform. Complete Financial Visibility.

NJ Client Desk is a convenient digital platform designed to give you a clear and organised view of your financial journey. It brings your investments, policies, and other financial relationships together in one secure place, making it easier to monitor and manage your family’s financial portfolio.

With your personalised login credentials, you can access your portfolio securely and stay connected with your investments whenever you need. From viewing your holdings and tracking portfolio performance to accessing important information, the Client Desk puts greater control in your hands.

NJ Recommended MF Portfolio​

Smarter Selection. Structured Investing.

Choosing mutual funds can be overwhelming when investors have numerous schemes, categories, and risk levels to consider. NJ Recommended MF Portfolio is designed to make this process simpler by providing professionally curated mutual fund combinations based on different investment objectives and risk considerations.

Instead of spending time researching and comparing multiple schemes, investors can explore a structured portfolio approach that brings together suitable mutual fund schemes under one investment strategy. Each portfolio is designed with diversification and asset allocation in mind, helping investors maintain a more balanced approach towards their financial goals.

NJ E-Wealth Account

Your Investments. Your Convenience. Your Control.

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.
  • 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

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

Monday - Saturday : 10:00 am - 6:30 pm

DISCIPLINE TODAY, FREEDOM TOMORROW. 

Our Services

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