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.

MARS is a technology powered tool which helps in managing asset allocation through periodic rebalancing of portfolio which involves a research & logic driven scheme selection process. With two broad asset allocation offerings – Dynamic & Fixed, MARS is the answer to client worries on portfolio management.

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:

  • 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.
  • 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.

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