Client Services

Best 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

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Client 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 maximise returns while minimising 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 behavioural 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 profiles and asset allocation strategies. These ready-to-invest portfolios simplify the investment process by eliminating the complexities of selecting and managing multiple schemes.

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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 an easy transaction facility and a few very unique services for mutual fund transactions in our NJ E-Wealth A/c service, as given below.

  • Easy Transaction Facility

  • Fresh Purchase /Additional Purchase /Redemptions /Switch Transactions 

  • SIP and STP registration

  • NFO & Purchase, Switch and SIP Registration 

  • Equity Stock SIP registration 

  • Equity IPO and Debt IPO Application

  • Comprehensive reports

© 2025 All Rights Reserved.MUTUAL FUNDS PORTAL AMFI- Registered Mutual Fund Distributor.
(ARN:316651 Date of Initial Registration:17 Dec 2024 & Current Validity:12 Dec 2025).

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