We understand that 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 financial advisory services to our clients. We also provide assistance in mutual funds, and financial planning
The Client Desk is a premium financial advisory offering for our clients which consolidates entire wealth/portfolio information, covering every primary 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 need not make any entries. The Client Desk is such a highly advanced financial advisory service that empowers you by keeping you updated & informed, anytime any where – through online access or through a mobile application.
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 financial 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 which helps in managing asset allocation through periodic rebalancing of portfolios which involves a research & logic-driven scheme selection process. With two broad asset allocation offerings – Dynamic & Fixed, MARS is the perfect financial advisory answer to client worries on portfolio management.
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, anywhere.
We offer easy transaction facilities and a few very unique financial advisory services for mutual fund transactions in our NJ E-Wealth A/c service, as given below.
What's more, we offer multiple modes of doing transactions as listed below…