Client Services
BEST CLIENT SERVICES
We understand that customers want more than just a product basket. What they need is a holistic platform for an entire family (or an organization) to record, report and manage a comprehensive portfolio of holdings into multiple financial products.
The Client Desk is a premium offering for our clients. The Client Desk consolidates all the information on a client’s financial and non-financial products. 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–through online access or through a mobile application.
As a portfolio manager, one of the key challenges is to regularly monitor and adjust a portfolio on an ongoing basis as per your risk profile and market movements. Most advisors fail to do this because it involves making multiple transactions frequently. Our NJ E-Wealth A/c Clients can now benefit from MARS, which is a technology-powered tool that helps manage asset allocation through periodic rebalancing which involves a research & logic driven scheme selection process.
As a client of our NJ E-Wealth A/c service, you can enjoy some big, tangible benefits. You can do hassle-free transactions in a very easy and cost effective manner — anytime and anywhere.
We offer easy transaction facility and few very unique services for mutual fund transactions in our NJ E-Wealth A/c service. You can do hassle, worry and error free transactions in a very easy manner–any time, any where. Our services include:
We are passionate about providing our clients with clear, objective, and concise financial advice that improves their lives and helps them achieve their financial goals.
Office Address
Feel free to reach out to us anytime
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GreenStep Investments
( Partnered with NJ Group )
C-86, RDC, Raj Nagar, Ghaziabad
201001, Uttar Pradesh , India