CLIENT SERVICES


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 organisation. 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 – throgh online access or through a mobile application.

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