NJ Fundz Network, leading advisors network in India provides platform for Investments Advisory Services is delighted to offer a multiple product range for your customers with 360 degree support in Technology, Sales, Marketing, Customer, Training & Research which can take your advisory to the next level and will give you an edge over your competitors:-
Technology Support
Information Technology has made our lives easier and faster. At NJ, through our technological platform we try to increase
our deliverables for our business partners with state of the art technological solutions which makes life easier for our
business partners and their investors. Through our technological platform, you get multiple types of reports like valuation
reports, business MIS reports, revenue reports and other customized business reports to keep track of your growing business.
It also allows you to do online transactions with minimal human intervention.
As building your brand in the market is very important in today's competitive world, NJ, through its exclusive sales support
helps you to increase your visibility in the market place that can be useful in your branding exercise.
Every NJ Fundz Network partner is provided with a Relationship Manager who remains in touch with him on a regular basis to
provide all necessary information and support of providing sales material, application forms etc . Apart from regular sales
support on a daily basis, NJ does:
Regular sales meet for your clients
Regular partner meet by inviting an industry expert to gain market insight.
Doing joint calls for you whenever required.
Doing sales planning and setting up sales process for your sales staff.
Marketing your services and products is another important aspect of growing your business. NJ understands this need and
provides an marketing support through NJ Printshop. NJ Printshop provides multiple branding material which you can order
through your partner desk. Few of the marketing material available are:
Your branded flyers, one pager about a product.
Marketing material during a New Fund Offering.
Client centric letters, e mailers and mass SMS for your investors.
Effective and impressive financial tools and calculators.
Branded presentations for your clients.
NJ aims to support the NJ Fundz Partners in marketing indirectly by contributing through written articles, advertisements
in various magazines, newspapers, etc. NJ's effective marketing support would help you complete your offering and package
it properly. Such support would also add to your effectiveness in sales activities.
As it is rightly said that "Customer is King" & so solving all your clients' investment related queries is easy & just a
phone call away as our customer care executives remain available to answer and solve your queries. NJ platform also provides
you the facility to submit your queries online at your partner desk platform and you can keep track of status of your query.
Customer care department strives to maintain high delivery standards by solving all queries in a definite turn around time
and provide complete transparency and information to customers/partners regarding their queries which will allow you to
concentrate your efforts on business building exercise as you know that all your queries are taken care of by NJ Customer Care.
Developing soft skills in financial advisory industry is not optional but necessity as client relationship is at the core of
business. At NJ, we truly believe in this fact and try to provide all necessary training support.
Continuous enhancement and up gradation of one's skills & knowledge are the needs of the hour. Through NJ Gurukul, we conduct
training sessions for our partners and their employees to impart technical skills and sales techniques. These training programs
can also be tailor made and customized. For instance, NJ Gurukul provides CFP training, Mutual fund Advisor training to Independent financial advisors in India & also helps AMFI aspirants to appear for AMFI exam.
NJ believes in providing unbiased Investments advisory services based on single most important principle of asset allocation.
Our competent research team adds significant value to our advisory by providing regular product, schemes and market updates on
a regular basis & does the detailed analysis and study of different mutual fund schemes available in the market and come out with
list of recommended schemes. This 'Ready Reckoner' of schemes help our partners to pick and choose a particular scheme for their
investors.
The research team does:
In depth analysis of scheme performance.
Investment philosophy of the scheme
Due Diligence of AMC
Practices followed by fund management team of the AMC
Service standards
Creditworthiness of trustees.
NJ's research team puts hard work behind deciding recommended set of schemes for partners and investors.
Mutual Fund Advisory is the core competency of NJ & is 1st in India to offer Complete Business Platform to Independent Financial
Advisors/Firms so that they can manage, monitor and grow their advisory practice by enjoying the benefits of services like:-
Complete Back Office & online advisory Support
Access of all your reports, statements, brokerage, CRM and many more in a single window
Get your own branded Marketing Material at your doorstep
Get continuous information on New product offerings and schemes
Enjoy the privilege of becoming a part of largest community of IFA's in India
Get the benefit of a dedicated Relationship Manager for your business development
Get the facility for your client to invest Online or Offline and view reports of various kind for both
So associate with NJ platform today to find out how our integration of experience with expertise and 360 degree support will help
you climb your ladder of success and take your advisory to the level beyond your imagination.
