Mutual Fund Services

We as finance firm incorporated and at present having many satisfied clients. We will help clients to achieve their financial goals with effective and smart investment planning.

Introduction

We as finance firm incorporated and at present having many satisfied clients. We will help clients to achieve their financial goals with effective and smart investment planning. We are certified Wealth Manager, Mutual Fund and Insurance consultants recognized by the NSE National Stock Exchange, AMFI (Association of Mutual Fund of India). We offer comprehensive financial advisory services, having highly qualified and experienced team of financial advisors. We use our complete knowledge of insurance, tax laws, and mutual fund investments in order to suggest investment options to the clients, as per their long-term and short-term goals. Our core purpose is to provide fast track financial solutions & thereby make people enjoy a secured retirement life.

What We Offer

Investment Need Assessment

The first step for proper investment planning starts with assessing your actual need for investment. We would help you to know how much you need to save to meaningfully fulfill your responsibilities in life and also achieve your prominent financial objectives /goals in life.

Financial Planning

Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child's higher education or planning for retirement. Every planning or solution needs proper execution to fructify into desired results. As financial product distributors, we offer you access to a wide range of financial and non-financial products that will help you to implement your plans effectively and more importantly, as per your risk profile and needs.

Wealth Management

Wealth management is a broach subject and it covers broad areas of wealth creation, retention and management. Our role would be to engage with in planning and executing solutions and strategies for achieving your multiple financial objectives under the wealth management umbrella.

Why Us ?

Why should we be your financial advisors /product distributors? This is a very relevant question to ask us. And given below is our answer...

Client Centric Approach:
All our offerings are designed keeping you in mind. Your long-term interests serve as the 'primary' influencing factor in our recommendations process.

Rich Product Basket:
We offer a single point access to multiple financial products with a holistic need-driven approach & not product centric approach.

Focuss on Customer Satisfaction:
We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.

Value Added Services:
Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, any time, anywhere.

Right Experience & Skills:
We have years of experience in financial advisory and products distribution space. Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your goals.

Driven by Passion:
Serving clients is our passion and the reason why are in the business. Nothing excites us more that helping our clients achieve their financial goals and dreams in life with our support.

Offerings Product Basket

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.

  • 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 .

Client Services

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 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 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 need not 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 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 Automated Portfolio Rebalancing 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 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.

Our Philosophy

Right People to Partner

We have rich experience in financial advisory and products distribution space. Backed with right qualifications & skills, we are the right people to engage with to ensure a smooth ride towards financial well-being.

Value Added Services

Our Services ensure comfort, convenience, confidence and control to you in managing your wealth. You would enjoy being always updated of your investments, anytime, anywhere.

Rich Product Basket

We offer a single point access to multiple financial and non-financial products and solutions with a holistic need-driven approach & not product centric approach.

Client Centric Approach

Nothing influences and concerns us more than your long-term interests. Hence we have designed everything possible to match your needs and ensure that you benefit first and the most.



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