Client Services

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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

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 organization. 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 – through online access or through a mobile application.

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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.

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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. 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
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  • Positional Stock Tips.
  • Option Strategy.
  • Mutual Funds portfolio services.
    Long term Plan
    Short term Plan
  • Income Tax Return Filing.
  • Financial Consultancy.
  • Money Management + G technical Analysis.
  • Money Management + Funda Mental Analysis.
  • All in one Financial Knowledge.

  • In services section the customer can see the excel and pdf files uploaded by the admin.
  • In video section the customer can see the YouTube video files uploades by the admin.
  • “Client services” is present under the navigation called Offering.
  • And the above section is the part of client services.
  • All the sections are fully static and can be created by us only.
  • Admin can set its price range of all the services section and the video section.
  • The client service page contain the all the services and video subscription types.
  • After making payment he can see his dashboard.
  • The payment gateway will be Paytm payment gateway.
  • Customer can see the all subscriptions with 3 time vriants( 1 month, 6 months, 12 months ).
  • The customer can buy more than one subscription, but can be asses through one login id.