Best Client Services

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

  • Risk Profiling & Asset Allocation Strategies
  • Seamless, Paperless Transaction Platform
  • EFamily Portfolio Recording & Tracking
  • Savings & Investment Guidance
  • Tax Saving Strategies
  • Insurance Needs Assessment
  • Financial Education & Literacy
  • NRI Investments
  • Experienced Customer Support Desk
Client Desk

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.

Contact Us


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.

Contact Us

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, 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.

  • 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 online Trading Account Desk
  • Phone: Call and transact through your phone
  • Offline: Transact through physical instructions

Contact Us


Call Back