Investment Assessment - Mutual Funds
With decades of experience in financial planning, we offer expert guidance in mutual fund investments. Our team customizes investment strategies based on individual financial goals, risk tolerance, and market trends.
We focus on achieving sustainable growth through diversified portfolios that maximize returns and minimize risks.
We focus on achieving sustainable growth through diversified portfolios that maximize returns and minimize risks.
Insurance
We help clients secure financial protection through personalized insurance solutions, including life, health, motor, property, and liability insurance.
Our approach ensures that clients understand their policy terms and receive optimal coverage to safeguard their financial well-being against unforeseen circumstances.
Our approach ensures that clients understand their policy terms and receive optimal coverage to safeguard their financial well-being against unforeseen circumstances.
NRI Services
We cater to the unique needs of Non-Resident Indians (NRIs) by providing a range of services, including managing bank accounts, investments, property, tax compliance, and legal documentation in India.
Our solutions are tailored to simplify the complexities faced by NRIs while ensuring compliance and maximizing financial benefits.
Our solutions are tailored to simplify the complexities faced by NRIs while ensuring compliance and maximizing financial benefits.
Loan Against Securities
Our expertise extends to arranging loans against securities, enabling clients to unlock the value of their financial assets without liquidating them.
We assist in structuring the best options based on the market value of securities like shares, bonds, or mutual funds, ensuring quick access to liquidity while preserving investments.
We assist in structuring the best options based on the market value of securities like shares, bonds, or mutual funds, ensuring quick access to liquidity while preserving investments.
Client Desk (Wealth Management Desk)
The Client Desk is a premium offering for our clients that consolidates the entire portfolio, covering every major financial and non-financial product for an entire family or an organisation. Access to the Client Desk is given to every client through a highly secured, unique login ID and password.
The information inside the desk is updated daily, 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 and informed anytime, anywhere - through online access or a mobile application.
NJ Recommended MF Portfolio
Every investor aims to maximize returns while minimizing risk. While asset allocation and scheme selection are proven strategies, selecting the right schemes is a complex and time-consuming task that requires continuous monitoring and expertise. Managing this at an individual level can be challenging due to operational constraints and behavioral biases, often leading to less effective investment decisions. To ensure the right asset allocation, investors should consult their NJ Partner for better guidance.
NJ Recommended MF Portfolio, formerly MARS, offers curated baskets of mutual fund schemes tailored to specific investment needs, risk profile and asset allocation strategies. These ready-to-invest portfolios simplify the investment process by eliminating the complexities of selecting and managing multiple schemes.
NJ E-Wealth Account
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
It was a humorously perilous business for both of us. For, before we proceed further, it must be said that the monkey-rope was fast at both ends; fast to Queequeg's broad canvas belt, and fast.
